2 Replies Latest reply on Mar 5, 2015 2:00 PM by 60f865e23f73930f78cf44706c4cc1300a835ee9

    Higher Ed Marketo User - Lead Storage

    Amanda Berryann
      What do you do to keep your lead data base healthy? I think we have a lot of leads stored in Marketo that don't need to be there.  We're in the midst of trying to decide how to trim down the storage of these leads in Marketo.    We've come up with a few ideas that have their pros and cons.  I would love to hear your experience or what you do.
      Do you...
      - Take out leads who do not have an email address.  Our issue with this one is you lose any Marketo tracking you have on these leads.  If they should have their account updated and have email address added then we wouldn't have any behaviour informaiton on these leads.  
      - Suppress leads from SFDC to Marketo who don't have an email address
      - At what point do you close out a lead and remove them from Marketo all together?
      - Do you do nothing and just pay for the extra lead storage?
        • Re: Higher Ed Marketo User - Lead Storage
          Josh Hill
          Please look at some of my articles:
          marketingrockstarguides.com
          http://developers.marketo.com/blog/how-to-clean-your-marketo-database/
          • removing leads w/o email will not affect tracking. Marketo only tracks Anonymous and leads that were cookied with an email. So it doesnt matter what you do with these leads. You will lose reporting though.. Even if that lead fills in a form, marketo won't merge the records automatically - you have to do this. And only the fill out will have any behavior.
          • You can suppress SFDC records by restricting that on the marketo user side.
          • people often remove unsubscribed, junk, and old records that aren't customers.
          • Re: Higher Ed Marketo User - Lead Storage
            As you know Marketo charges based on database size -- so not syncing records that don't have an email address will help you to remove them from the Marketo database and reduce the size of your database.

            Look at your hard bounces.  Assuming your deliverability is generally good (I like to target above 95% email deliverability, but there can be exception based on list source). Remove the bounced email addresses (set them to be null or blank) so this will be more records that will not be synced to Marketo.

            Clean up duplicate email addresses in Marketo and SFDC.  You probably have done this - but look at the duplicate leads (default smart list) in the Leads database.  Cleaning up your duplicate leads will also help a lot.  If you merge duplicate records in Marketo, you have to make sure you have corresponding merge rules set up in SFDC, otherwise records not merged in SFDC will resync back to Marketo.

            "Closing out a lead" will depend on your business model and industry.  Developing persona's can be very helpful to defining target audiences and what you want to say.  Look at people that have never opened or clicked on your email campaigns over the past 2 years.  Analyze this data to determine if they are the right target audience. 

            If possible I like to convert "lead records" to "contact records" as soon as I can - so that I can better manage and segment the different audiences of people that we want to target, engage and convert.  And it helps with SFDC reporting too.  But not all companies are comfortable with this approach for a wide variety of reasons.

            Look at the number of @gmail, @yahoo, etc... personal email accounts -- you might want to place many of these people on a do not email list. Analyze the list first -- as their could be some valuable people on this list that used social sign-in which is linked to their personal email account.

            Hope that helps.
            1 of 1 people found this helpful