2 Replies Latest reply on Jun 13, 2018 4:35 PM by Jay Jiang

    Best Practices on Importing News Leads from an event

    Amy Vosko

      We are struggling with the most efficient and effective way to handle lists from events.

      Often our post-event lists are a mix of existing contacts and net new leads.
      When I have imported the list into Marketo, we struggle with auto-assigning the net new names to our SDRs;  they don't own the account, just the lead).

       

       

      It seems like it's better to import the list into SFDC and then let Marketo handle the smart campaigns to manage progress.

      Does anyone have a really streamlined way of handling these scenarios?

       

      #drowninginspreadsheets.

        • Re: Best Practices on Importing News Leads from an event
          Josh Hill

          There are lots of ways to handle these situations, which aren't unique to Events.

           

          You first have to decide how you want to handle each of those groups:

          • Existing Lead: what should happen?
          • Existing Contact: what should happen?
          • Net New: what should happen?
          • Customer vs. Non Customer

           

          This may also depend on things like:

          • Existing rules of engagement
          • What the person did at the event: Visited Booth, Scanned Only, Viewed Demo, etc.
          • How you handle attribution.
          • How you let Sales know a Lead (or their Account) was at the event.
          • How you handle follow up.

           

          Once those are defined, you can work out the marketo details.

          • Re: Best Practices on Importing News Leads from an event
            Jay Jiang

            they don't own the account, just the lead).

            When you import into Marketo net new records, the default object that the record is created in is the lead object. In the lead object there is no relationship to the account object.

             

            Are you saying you'd like records imported directly as contacts?