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walsjam
Level 2
September 24, 2020
Solved

Remove Duplicate Emails in Same Smart Campaign

  • September 24, 2020
  • 1 reply
  • 3743 views

Hello,

 

We have a lead nurture Smart Campaign set up where if someone submits a form on our website they get enrolled. The problem is people submit the form multiple times with the same email address. Each time they submit the form a different record is created in SFDC and Marketo. Each of these contacts will get enrolled into the Smart Campaign because they have different Marketo IDs but the same email address.

 

Is there a way for me to have records with the same email address removed from the flow? Or deduped/merged so that they would only enroll in this campaign once?

 

Thanks,

Jim

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Best answer by SanfordWhiteman

Seems like a suboptimal setup. If you want only one lead in Marketo, then only one of the leads should be allowed to be visible to Marketo. Otherwise you're continually chasing down whether the same human engaged in different parts of your db.

 

In any case, you can't do a cross-check like this using built-in features. You can certainly use a webhook to assist — the webhook-compatible service can maintain a counter of already-seen addresses in a program, and only let the ones in that are net-new-to-program.

 

Note: Marketo supplies a duplicate filter which can prevent all  records within every set of duplicates from performing a certain action. But it can't do a "all but one"  type of logic, AFAIK.

1 reply

SanfordWhiteman
SanfordWhiteman
Level 10
September 24, 2020

We have a lead nurture Smart Campaign set up where if someone submits a form on our website they get enrolled. The problem is people submit the form multiple times with the same email address. Each time they submit the form a different record is created in SFDC and Marketo.

This isn't standard behavior, so let's start why that's happenning in the first place. What kind of form is this?

 

A Marketo form will dedupe on Email Address (unless you have a custom compound key set up, which you'd presumably know about).

W
walsjamAuthor
Level 2
September 24, 2020

Hi Sanford. Thanks for the reply. It is not a Marketo form. The form syncs with our Salesforce and then gets passed over to Marketo so we have duplicate leads in Marketo as well as Salesforce.

SanfordWhiteman
SanfordWhitemanAccepted solution
Level 10
September 24, 2020

Seems like a suboptimal setup. If you want only one lead in Marketo, then only one of the leads should be allowed to be visible to Marketo. Otherwise you're continually chasing down whether the same human engaged in different parts of your db.

 

In any case, you can't do a cross-check like this using built-in features. You can certainly use a webhook to assist — the webhook-compatible service can maintain a counter of already-seen addresses in a program, and only let the ones in that are net-new-to-program.

 

Note: Marketo supplies a duplicate filter which can prevent all  records within every set of duplicates from performing a certain action. But it can't do a "all but one"  type of logic, AFAIK.

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