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A
Anonymous
February 3, 2015
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One time list usage question

  • February 3, 2015
  • 2 replies
  • 922 views
Hi all,
I have a list that I can use one time, but anyone who clciks becomes ours.  Is there a standard procedure in Marketo for this?  I am a newer user, so not sure how to do this so the names are guaranteed to only be used the one time (minus the ones who click).
Any direction would be greatly appreciated.
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Best answer by Kristen_Malkov1
We just encountered this issue. In a perfect world, you'd have workspaces that would allow you to keep them separate from the rest of your database until they clicked and moved over. Do you have workspaces?

If not, the workaround simply is that you do import your list and do the send (make sure that this is in a program). Be sure to use program steps (perhaps using engaged or clicked for the leads you acquire and mark that step as success and perhaps use 'sent' as well for everyone to attribute them to the program; this will allow you to run a program success report later). Following the send, pull a list of people who did NOT click on the link (either through did not click or [if you used program steps] those who's status isn't engaged). Then run a smart campaign that deletes them BOTH from Marketo and your CRM. Let me know if that doesn't make sense.

2 replies

Kristen_Malkov1
Kristen_Malkov1Accepted solution
Level 7
February 3, 2015
We just encountered this issue. In a perfect world, you'd have workspaces that would allow you to keep them separate from the rest of your database until they clicked and moved over. Do you have workspaces?

If not, the workaround simply is that you do import your list and do the send (make sure that this is in a program). Be sure to use program steps (perhaps using engaged or clicked for the leads you acquire and mark that step as success and perhaps use 'sent' as well for everyone to attribute them to the program; this will allow you to run a program success report later). Following the send, pull a list of people who did NOT click on the link (either through did not click or [if you used program steps] those who's status isn't engaged). Then run a smart campaign that deletes them BOTH from Marketo and your CRM. Let me know if that doesn't make sense.
A
Anonymous
February 3, 2015
Thank you Kristen!  I will follow your ideas and let you know how it turns out
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