Best Practices for List Cleansing/Scrubbing | Community
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Jamie-Carey
Jamie-Carey
Level 4
May 18, 2016
Question

Best Practices for List Cleansing/Scrubbing

  • May 18, 2016
  • 1 reply
  • 4211 views

Hey Everyone!

I am looking for your best practices for those weekly smaller lists (under 300 or so) of leads from your events teams. Do you rely on Marketo to clean up State, Country etc via trigger or batch campaigns? Or do you fix all those values beforehand in your file?

Thanks!

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1 reply

Grégoire_Miche2
Grégoire_Miche2
Level 10
May 18, 2016

Hi Jamie,

You want to set up and activate some data cleansing campaigns. Triggers are "lead is created" and "data value changes" on the specific field (e.g. country), and flow step will be "change data value" with choices (if country is US, new value is USA).

-Greg

Jamie-Carey
Jamie-CareyAuthor
Level 4
May 18, 2016

I do know *how* to do it, I am wondering what people end up doing. I am curious because running too many trigger campaigns can bog down your instance and create a backlog in the trigger queue preventing more important things from happening.

BUT if you wait to do something like that via batch, then you are sending dirty data to SFDC if you sync all leads right away (especially after important events).

I'm curious as to how people find balance between those two problems.

Grégoire_Miche2
Grégoire_Miche2
Level 10
May 18, 2016

Hi Jamie,

Sorry, I had not got the exact sense of you first question

Agreed, performance can be a problem. Yet, we do run these data management smart campaign as triggers, but we make sure that we add filters to the triggers, to limit the leads entering the flows. It will not prevent the trigger to be evaluated, though, but will still limit the leads entering the flows and then reduce the backlogs. For instance, for country cleansing, we will create a smart list "correct countries" and add a "member of smart list IS NOT correct countries" filter to the data value changes trigger.

My understanding is that one of the Project Orion (announced at summit last week) objectives is to very significantly increase Marketo capabilities to handle these efficiently. Marketo is announcing huge perf improvements specifically on these trigger evaluation / processing issues.

-Greg

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