Creating a List in Marketo that does NOT create a contact record | Community
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kenmckown
Level 4
August 10, 2023
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Creating a List in Marketo that does NOT create a contact record

  • August 10, 2023
  • 1 reply
  • 2874 views

I am looking to recreate something in Marketo that was possible in systems like Eloqua. Basically I have a list of 300 email addresses that I want to load into a Custom Data Object, but I do NOT want them to create contact records in Marketo. I want to use this Object to exclude this list of emails from a Smart List in an email send. 

 

Is this possible in Marketo?

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Best answer by Darshil_Shah1

You can create a standalone custom object in Marketo that isn't linked with the Person object, but you would not be able to reference records in it in smart lists as they operate at the Person level. W/o a link field, you don't have any linkage/connection for the records you have in custom and Person objects. Also, AFAIK instead of complicating things with CO, you can just use the Email Address filter with is not operator in your Smart List and add those 300 records to it. I don't think you'd really need to create/import those as person records in Marketo. If any of those records get created in Marketo, then this filter would prevent them from qualifying for this smart list asset.

1 reply

Darshil_Shah1
Community Advisor and Adobe Champion
Darshil_Shah1Community Advisor and Adobe ChampionAccepted solution
Community Advisor and Adobe Champion
August 10, 2023

You can create a standalone custom object in Marketo that isn't linked with the Person object, but you would not be able to reference records in it in smart lists as they operate at the Person level. W/o a link field, you don't have any linkage/connection for the records you have in custom and Person objects. Also, AFAIK instead of complicating things with CO, you can just use the Email Address filter with is not operator in your Smart List and add those 300 records to it. I don't think you'd really need to create/import those as person records in Marketo. If any of those records get created in Marketo, then this filter would prevent them from qualifying for this smart list asset.

    K
    kenmckownAuthor
    Level 4
    August 10, 2023

    This makes sense, I think my issue is this is a complex ask, basically I am pulling in people from a Salesforce campaign, but I want a specific 300 people from that campaign. So loading the list into the Object would be:

     

    Is in Campaign AND in this Object. Assuming I could do the same with Email Address IS the 300 AND in the Campaign.

    Darshil_Shah1
    Community Advisor and Adobe Champion
    Darshil_Shah1Community Advisor and Adobe Champion
    Community Advisor and Adobe Champion
    August 10, 2023

    Hmm, if you have that 300 people handy and can add their emails to the Email Address filter, why reference the Member of Campaign filter in the first place? The result of Member of Campaign AND Email Address filters would result in the same result as just the Email Address filter used alone, of course, given that the campaign members set is a superset of people in the Email Address filter (which it appears to per your description above). However, if there's a possibility that some of the people out of 300 records may not be campaign members, then it makes sense to use both filters in conjunction I believe.

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