SFDC leads with no email address syncing to Marketo

Grégoire_Miche2
Level 10

Re: SFDC leads with no email address syncing to Marketo

Hi Veronica,

You are right and yet, it has not always been that way.

Marketo sites says :

What is a record?

A record represents a person in your Marketo marketing database for whom you have at least one point of contact (email, Facebook, Twitter, physical mailing address, etc.). Records without a point of contact, such as a record created as a result of a person visiting your website anonymously, are recorded in the Marketo marketing database, but do not count toward database size pricing.

We are going to have to set up some licence control mechanisms

-Greg

Steven_Vanderb3
Marketo Employee

Re: SFDC leads with no email address syncing to Marketo

Support can actually just make a filter for null email fields.  We can make a filter for the value of any field the sync user can see in SFDC as far as I know.

Anonymous
Not applicable

Re: SFDC leads with no email address syncing to Marketo

Thanks everyone!! I have been receiving many different answers on this. Even my Marketo account manager has contradicted herself. I just want to know, do i need to clean up the leads with no email addresses in Marketo bc they cant be marketed to and they are taking up space in our database- in other words is this counting towards our license?

At this point i have worked with support to make a filter for bull email fields, so no one is created in Marketo without an email address moving forward.

Does anyone agree that we should delete the folks with no email addresses in our Marketo instance? if so do you have a best practice for deleting these records?

Thank you!

Steven_Vanderb3
Marketo Employee

Re: SFDC leads with no email address syncing to Marketo

I can confirm that those leads that came over with no email address will count against your lead database limit.  If you have no way of identifying them to merge them into some existing record or find some other use for them, you'll probably want to delete them.

Anonymous
Not applicable

Re: SFDC leads with no email address syncing to Marketo

We have many leads in Salesforce without email addresses that we use for print or calling campaigns only. If an email address is acquired, the Salesforce user will enter that info and get them back into Marketo.

To keep those without email addresses out of Marketo, I have a weekly "cleanse" campaign that runs on Sundays. You could set it to run as often as you'd like.

  1. To start I created a Smart List in the Lead Database of those without email addresses, Email Address is empty
  2. Then I created the Smart Campaign
  • Smart List - Member of Smart List = No email address
  • Flow - Delete Lead, Remove from CRM = False
  • Schedule - Repeats every Sunday at 1 a.m.
Anonymous
Not applicable

Re: SFDC leads with no email address syncing to Marketo

Hi Allison,

Just to confirm - Your Flow step, " Delete Lead. Remove from CRM = False", translates to Delete Lead (from MKTO), but (don't) Remove from (SFDC) CRM?

Thank you in advance for your help with this!

Lynn

Grégoire_Miche2
Level 10

Re: SFDC leads with no email address syncing to Marketo

Hi Lynn Ray,

Yes, this is it. Just double check before hitting the "run" button

-Greg

Dan_Stevens_
Level 10 - Champion Alumni

Re: SFDC leads with no email address syncing to Marketo

This is a good approach, but unfortunately, this only work for SFDC.  If using MS Dynamics, for example, you cannot delete or merge any lead that is a Microsoft LEAD or CONTACT record.  That has to be done in Dynamics.

Anonymous
Not applicable

Re: SFDC leads with no email address syncing to Marketo

some advice i can offer is to have the no email address leads blocked, there really is no use for them in Marketo. You can work with your SFDC Admin to do this on their end, or simply have it blocked by requesting it via support@marketo.com. For the leads you have existing in there that have no email addresses, i would delete those by creating a smart a list, but ensure you don't delete from SFDC 🙂 Best of luck.