Merging Issue - Need To Exclude Merged Leads From Lead Life Cycle Campaigns | Community
Skip to main content
E
elena.abramova
Level 4
April 21, 2016
Question

Merging Issue - Need To Exclude Merged Leads From Lead Life Cycle Campaigns

  • April 21, 2016
  • 3 replies
  • 4708 views

Hello,

We have a big issue with merging leads. Merging is going smoothly in Salesforce, but in Marketo it causes a big problem. The reason is Marketo can't query merged leads in any way, so we can't exclude them from Lead Life Cycle campaigns. Thus a newly merged lead is added to certain campaigns, some fields are changed to new values, and it triggers alerts, status changes etc.

For now I see two options:
- manually deactivate all lead Life Cycle campaigns, run deduping, then switching them on (very manually, no deduping in real time)

- no overriding when merging (in this case we lose some lead history)

We already talked to Marketo support, deduping tool support - there is no solution so far.

Any ideas or suggestions on that?

Thanks you!

This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.

3 replies

Grégoire_Miche2
Grégoire_Miche2
Level 10
April 21, 2016

Hi Elena,

You can create a mart list with the following filter :

Lead was created - Min number of times = 2

This will give you the list of merged leads.

Best regards,

Gregoire

E
elena.abramovaAuthor
Level 4
September 26, 2016

Hi Michel,
Thank you for the suggestion. Unfortunately it didn't work for us. Hard to say why, but when testing, there was neither consistency nor reliability on what we got.
Helen

Loren_Posendek
Loren_Posendek
Level 4
September 1, 2016

Hi Elena - We're having the same experience. We're trying to determine the best way to filter out these leads who have already been through the program (prior to being merged). Have you found any workarounds?

A
Anonymous
September 1, 2016

Hi Elena and Loren,

At Grazitti we have developed de-dupe solution in MKTO, which is real time and save huge cost. Here is post written by our MKTO experts,

https://www.grazitti.com/blog/how-can-you-cleanse-de-dupe-existing-records-in-marketo/

Please let me know, if we can connect on a call to showcase live demo and answer your queries.

​

Thanks,

Shailendra Pratap

​Marketo Consultant | Grazitti Interactive

M +1-650 417 9738 | E: shailendrap@grazitti.com

Jenn_DiMaria2
Jenn_DiMaria2
Level 10
September 1, 2016

Are you performing merges manually? If so, you could add something to their Person Notes saying, "Merged on DATE" and suppress that from each campaign.

    Loren_Posendek
    Loren_Posendek
    Level 4
    September 1, 2016

    That's a great idea, Jenn! Right now, our SFDC team is performing the merges, but we may be able to add a unique identifier on merged leads. Thanks!

      E
      elena.abramovaAuthor
      Level 4
      September 26, 2016

      Hi Jenn,
      Thank you for the idea.

      Loren,

      Did it work for you? Just curious

      Terms & ConditionsAccessibility statement

      Loading footer...