Include Behavior Score and Demographic Score when do the auto merge

Forum|Forum|5 hours ago
June 23, 2026
2 replies
14 views

Based on our rule, Person Score = Behavior Score + Demographic Score. However, based on what we’re seeing with the auto-merge action in Marketo, only the Person Score is being merged, while Behavior Score and Demographic Score are not merged individually.
As a result, after the merge, the relationship no longer holds true—Behavior Score + Demographic Score ≠ Person Score.

As a workaround, would it be possible for the system to also merge Behavior Score and Demographic Score separately during the merge process? This would help ensure consistency so that, from a reporting perspective, the expected logic remains intact:
Behavior Score + Demographic Score = Person Score.

P

Pierre-5

Level 2

Marketo’s auto-merge only consolidates the Person Score field using its standard merge logic (typically keeping the winner’s value or summing, depending on config). It does not apply the same logic to Behavior Score and Demographic Score individually, so after merge, the relationship breaks.

After merge, two options. You can either:

1. Smart Campaign: trigger on merge, capture the loser’s sub-scores before they’re lost, then recalculate and write back Behavior, Demographic, and Person Score to the winner.

2. Merge REST API: fetch both records’ sub-scores before merging, then write back the combined scores immediately after.

REST API is cleaner and more reliable. With Smart Campaign you need a webhook to preserve the loser’s scores.

SanfordWhiteman

Level 10

But you can’t trigger on automatic merge, let alone before automatic merge… that’s not a thing! (Nor can you trigger on a manual merge.)

You can trigger on a Person Is Created with Min. Number of Times > 1, which catches some (though not all) merge activities. But certainly doesn’t let you capture scores before the merge.