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A
Anonymous
July 22, 2014
Question

Database Management

  • July 22, 2014
  • 4 replies
  • 1219 views
I need to slim down our database by segementing it into "converted" and "non-converted" leads.
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4 replies

Josh_Hill13
Josh_Hill13
Level 10
July 22, 2014
Ok, can you be more specific?

Converted means ??

If you need to remove records, look at various attributes:
  • no activity in past 180 days
  • invalid emails
  • hard bounced emails
  • trashed leads
A
Anonymous
July 23, 2014

Greg,

I'm guessing by "converted" you're referring to SFDC records that have been converted from a Lead to a Contact/Account/Opportunity.

You could create a segmentation to distinguish which are "converted" and which aren't by using the SFDC Type smartlist criteria.

Converted will be SFDC Type = Contact
Non-converted will be SFDC Type = Lead or empty

Let me know if you were looking for something else.

A
Anonymous
July 23, 2014
Sorry! "Converted," meaning contacts who have engaged with us by registering for events we have done through Marketo.

We have a decent-sized group of worthless contacts in our database and I'm looking to scrub out the excess to help us cut costs.

Greg
A
Anonymous
July 29, 2014
Greg,

If you're using programs, you could use the following smartlist criteria:

For "converted" leads: Acquisition Program is Any

For "non-converted" leads: Acquisition Program is empty
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