Unqiue record based on 'email address' and 'Customer ID' fields

[Anonymous]

Hi,

Is there a way that Marketo can provide customized solution - where the 'email address' and one other field like 'customer ID' combination makes a lead unique?

Thanks, Vibha

[Anonymous]

Hi Vibha

Reach out to Marketo Premier Support team to make this adjustment. This is not in users control instead Marketo Support does that on server side.

[Anonymous]

Thanks Kapil,

I did reach out to support but they came back saying it can't be done.

Hmmm, I'll try again.

Cheers,

Vibha.

[Anonymous]

We have got the setup based on email address and business unit and support team helped us. Check the reason for not doing this?

[Anonymous]

Cool, will ask them. Thanks Kapil.

The feedback was that its not a feature that Marketo offers at all, but I have gone back to him sayings its not standard but a custom solution we are looking for - basically having fields ie.email address, campaign ID and customer number combo made unique for a lead. Hopefully he'll come back to me soon.

[Anonymous]

Hi Kapil,

So when you send a email from a campaign which has the following two leads for example:

1. John.smith@gmail.com (email), 1234 (Business unit)

2. John.smith@gmail.com (email), 7891 (Business unit)

How are you writing your flows?

Marketo have said that they have turned on the de-dupe rule for us, but if I run a program with smart campaign with the above leads, it sends to John.smith@gmail.com , 1234, but doesn't send to John.smith@gmail.com, 7891.

How do you manage the above situation?

Thanks,

Vibha.

[Anonymous]

What if John's email is used by 3 leads (3rd lead with different Business Unit number), how do you ensure that all 3 receive the email.