3 Replies Latest reply on Jul 3, 2015 9:22 AM by Josh Hill

    Best practice for deleting leads

      I have a of list of leads that were acquired from research by a rep in our organization and he wants to send an email to them for a one-time send. None of the leads are currently engaged with our organization.

      Is the best practice to delete these leads after the send? Or what is the best thing to do with these leads after the blast?
        • Re: Best practice for deleting leads
          Allison Sparrow

          Hey Derrick Sanchez,


          It's important that you set up a program to add these leads to, so that you can easily track them by program and List name. Create a list in a Program, then import those leads into that list.


          Best practice is to send them the info, your rep wants to send them, with a CTA asking them if they would like to Opt In to your email updates.


          For everyone that doesn't opt-in, set them to Marketing Suspended and Unsubscribed for safe measure. If you want to remove them from your database entirely, you then have that list you can pull, and create a Smart Campaign with a Flow Step "Delete Lead".


          *If your Marketo instance is synced to SFDC, make sure you are able to keep the leads from entering sales queues before importing the list!* That would be an unfortunate user experience if you take all efforts to keep them from receiving emails, Sales sees them as new prospects, and reaches out to them regardless .


          Let me know if this helps!

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