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Frank_Carpenter
Frank_Carpenter
Level 2
July 27, 2018
Question

Filtering Existing Leads

  • July 27, 2018
  • 3 replies
  • 5475 views

I have a requirement to filter out existing leads in a Add to Nurture Smart Campaign before I run it. Does anyone have a good way to do this?

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3 replies

Balkar_Singh
Community Advisor and Adobe Champion
Balkar_SinghCommunity Advisor and Adobe Champion
Community Advisor and Adobe Champion
July 27, 2018

If you want to exclude the members of the program from the smart campaign, you can say Not a Member of Program in the smart campaign - though, the leads can only be added once to a program. Even if you don't filter them, ideally, they should skip the step as they would be already in the program

Frank_Carpenter
Frank_CarpenterAuthor
Level 2
July 30, 2018

Hi Balkar,

i meant leads that already exist in the database, not in the program.

Frank CarpenterSr. Marketing Automation ManagerFive9 Inc.(M) 631-561-8837
Jay_Jiang
Jay_Jiang
Level 10
July 28, 2018

Your definition of "existing leads" can be interpreted in more than one way. Please try to explain it in more detail.

Frank_Carpenter
Frank_CarpenterAuthor
Level 2
July 30, 2018

Sorry Jay - I meant leads that already exist in the database, not in a program.

Frank CarpenterSr. Marketing Automation ManagerFive9 Inc.(M) 631-561-8837
Frank_Carpenter
Frank_CarpenterAuthor
Level 2
July 30, 2018

I have a requirement to filter out leads that already exist in my database in an Add to Nurture Smart Campaign before I run it. The program will have manual weekly prospect lead uploads to a static list from many sources and I do not want leads that are already in my database to be added to the nurture campaign. Can anyone think if a way to exclude leads that already exist in my database from entering the program?

Frank CarpenterSr. Marketing Automation ManagerFive9 Inc.(M) 631-561-8837
Jason_Raisleger
Jason_Raisleger
Level 3
July 30, 2018

So you want to send an email from Marketo to people that don't exist in Marketo?

Frank_Carpenter
Frank_CarpenterAuthor
Level 2
July 30, 2018

I want to add people from a large third party list upload for prospecting purposes and add them to my nurture program but I want to filter out any leads that may already exist in my database.

Frank CarpenterSr. Marketing Automation ManagerFive9 Inc.(M) 631-561-8837
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