Duplicates - Filtering the correct contact to email | Community
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Level 2
August 11, 2022
Solved

Duplicates - Filtering the correct contact to email

  • August 11, 2022
  • 1 reply
  • 3681 views

We're a new Marketo user having recently migrated from a competing tool. Our Marketo database, due to upstream systems feeding into Salesforce by design, has many duplicates, many many duplicates😭.

Ultimately this needs to be fixed and its something we're pushing for, its not going to happen anytime soon though!


My issue

Our audience has two distinct segments  - Clients and Brokers. There are email addresses duplicated across these two audiences.

 

When setting up campaigns we need to ensure we do not email duplicates both the Client and Broker version of Comms. Where duplicates exist, we need to prioritize the Broker version of the contact.

Currently I have been managing this by downloading the email addresses in my Broker Smart List and manually adding them as an (many) email filters on my Client Smart List. While this works, its manual and due to our volumes not sustainable on an ongoing basis.

Is there any way to create and maintain a list of email addresses that we can use as a filter that grabs each and every contact with that email address, as opposed to just the single contact based on Marketo's rules.



Best answer by SanfordWhiteman

Not sure I envisage the filter combination that would give me the result "if it's a dupe, suppress the broker but not the client".


 

 

1 reply

Michael_Florin-2
Level 10
August 11, 2022

Do you have the information that a person is a broker in a field? If so, I don't see a huge problem, actually.

 

Person Email Address Profession
PersonA person@example.com

Broker

PersonB person@example.com Client

 

If you set up a Smart List saying: Give me all people where Profession is Broker, PersonB will not be in the results.

If you though set up a Smart List which says Email Address = person@example.com, both persons with be in the results and email sends will be difficult to control.

 

So if you can, go with the first Smart List option, and you should be fine.

SanfordWhiteman
Level 10
August 11, 2022

Agree w/Michael, there’s nothing too sophisticated here if you add a filter, but you can’t magically prioritize one of the duplicates.