How to update mass amounts of email addresses when a company changes email addresses, without creating duplicate/separate leads? | Community
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Anonymous
Jun 17, 2016 2:05 PM UTC
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How to update mass amounts of email addresses when a company changes email addresses, without creating duplicate/separate leads?

Hi,

We have come across this several times, and I would imagine others would be dealing with this as well... In the cases of mergers and acquisitions, occasionally companies change their email addresses (specifically after the @symbol). i.e. first.last@company1.com changes now to first.last@company2.com.

We don't know how to go about making a mass change (2000+ contacts) for a company that recently experienced this.

We know we cant export and adjust easily in Excel and reimport, since email address is the unique identifier in Marketo - that would then create entirely new contacts in Marketo.

What is the best way to update mass amounts of email addresses within Marketo without creating duplicate/separate leads?

Can you run a smart list? Can you import with specific data added to a file to ensure a duplicate isn't created?

What are our options?

Thanks,

Chelsie

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    Grégoire_Miche2
    Grégoire_Miche2Accepted solution
    Level 10
    Jun 17, 2016 3:19 PM UTC

    Hi Chelsie,

    Create a "new email address" field. populate this field whith your import, not the email address field. Then run a smart campaign:

    Smart list:

    • filter: New email address is not empty

    Flow

    • Change data value: attribute: email address, new value: {{lead.new email address}}
    • Change data value: attribute new email address, new value: NULL

    -Greg

    View reply

    5 replies

    Grégoire_Miche2
    Grégoire_Miche2Accepted solution
    Level 10
    Jun 17, 2016 3:19 PM UTC

    Hi Chelsie,

    Create a "new email address" field. populate this field whith your import, not the email address field. Then run a smart campaign:

    Smart list:

    • filter: New email address is not empty

    Flow

    • Change data value: attribute: email address, new value: {{lead.new email address}}
    • Change data value: attribute new email address, new value: NULL

    -Greg

    Translate
      Anonymous
      Jun 8, 2017 5:43 PM UTC

      Is there a video to show step by step, im confused on how to do that

      Translate
      SanfordWhiteman
      SanfordWhiteman
      Level 10
      Jun 8, 2017 6:44 PM UTC

      A video? That seems a bit extreme.

      Greg means an export of relevant leads, followed by a list import with a new column, followed by a batch Smart Campaign w/Change Data Value flow step. These all should be clear from the docs.

      Translate
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