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Anonymous
July 22, 2014
Question

Database Management

  • July 22, 2014
  • 4 replies
  • 1237 views
I need to slim down our database by segementing it into "converted" and "non-converted" leads.
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4 replies

Josh_Hill13
Josh_Hill13
Level 10
July 22, 2014
Ok, can you be more specific?

Converted means ??

If you need to remove records, look at various attributes:
  • no activity in past 180 days
  • invalid emails
  • hard bounced emails
  • trashed leads
Anonymous
July 23, 2014

Greg,

I'm guessing by "converted" you're referring to SFDC records that have been converted from a Lead to a Contact/Account/Opportunity.

You could create a segmentation to distinguish which are "converted" and which aren't by using the SFDC Type smartlist criteria.

Converted will be SFDC Type = Contact
Non-converted will be SFDC Type = Lead or empty

Let me know if you were looking for something else.

Anonymous
July 23, 2014
Sorry! "Converted," meaning contacts who have engaged with us by registering for events we have done through Marketo.

We have a decent-sized group of worthless contacts in our database and I'm looking to scrub out the excess to help us cut costs.

Greg
Anonymous
July 29, 2014
Greg,

If you're using programs, you could use the following smartlist criteria:

For "converted" leads: Acquisition Program is Any

For "non-converted" leads: Acquisition Program is empty
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