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Jeremy_Bosch2
Jeremy_Bosch2
Level 2
March 18, 2014
Question

Managing Blacklists in Salesforce

  • March 18, 2014
  • 3 replies
  • 2718 views
I'm looking for suggestions on how others have managed giving Sales Reps the ability to block certain leads/opportunities from getting Marketo marketing emails in Salesforce.  We want to AE's to have this ability when they are closing in on a sale, or in other instances during the buying cycle.
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3 replies

A
Anonymous
March 18, 2014
The most common way I've seen is to create a "marketing suspend" campaign, which the sales reps can request via Sales Insight. There's a great thread on this exact scenario here: https://community.marketo.com/MarketoDiscussionDetail?id=90650000000PPemAAG
A
Anonymous
May 25, 2015

In our case, the marketing emails will cancel based on the status of the lead or contact in Salesforce.

The sales rep also has the ability to add on specific campaigns (for example to warm up other contacts in an account).

Kristen_Malkov1
Kristen_Malkov1
Level 7
May 26, 2015

I think the easiest way is to set up your modeler, then when they reach a certain stage (IE Opp opened stage), you marketing suspend them. If you have this happen automatically in the background of your system, it ensures everyone is having the same experience. I don't recommend having reps do this manually through campaigns in MSI.

Also to clarify-- a blacklist is people that are competitors etc. who should not be receiving content. Two things should be going on with this: 1) a smart campaign should be set up that's 'listening' for typical blacklist people coming in that's automatically blacklisting them and 2) there should be a way for reps to manage 'bad data'. I've normally had this as part of the lead status field, but you COULD have it as a campaign within MSI, it just depends on how your team uses Salesforce.

Marketing suspend is when you remove people from mailings because they've entered a certain buying stage (or other behavior).

A
Anonymous
May 26, 2015

Regardless of how you do this, i suggest making it manual and not having it automated with modeler or stage, if you are trying to make sure the reps know that marketing is not communicating.  A very clear field or campaign (Marketo add to campaign functionality) that says something like: No Marketing for 30 Days.   This way they are super clear about what is happening and aren't upset when a prospect doesn't get a communication. 

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