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Theresa_Anders2
New Participant
December 15, 2016
Solved

Want to load a list and add points to existing lead record if present in database

  • December 15, 2016
  • 3 replies
  • 3981 views

I need to load a list and each lead has a different score to apply.  Is it possible in the csv file to have a column like Implicit Score and the value is +5?  The expected result would be the Implicit score in Marketo would add 5 points when the lead is already present in the database.  Therefore, the end result would be {current value} + 5 points.

Best answer by Theresa_Anders2

I do like this approach since I need to address this question on each list load.  Thank you. I'll give it a try.

Update:  the token would not render but I did use a custom field to assist.  Thank you.

3 replies

Josh_Hill13
New Participant
December 15, 2016

Ideally, your scoring system will pick up new records based on things like Demographics and Program Status once you finish processing the leads.

But if you do nothing, it's possible your scores would not change. You should ask your admin or look at the scoring system.

Grégoire_Miche2
New Participant
December 15, 2016

Hi @Theresa Anderson ,

No, you cannot add a score through import this this way, but there is a way to do this if the possible values to add is no too long:

  1. add a field to your database. Call it "additional score".
  2. Create a smart campaign that triggers on data value changes, field is "addional score"  and new value no eaquals to 0. The flow steps will take some choices to work on all the possibilities. Here is an examp;e for the values of 5 and 10
  3. Import the file, and make sure that the score points you want to add are imported in the "additional score" field

Another way would be to use Munctions, but this might a feature that is not enabled in your instance. This feature enables to add 2 field values. Contact you customer account manager for this. Search the community for "munctions" keyword to learn more.

-Greg

SanfordWhiteman
New Participant
December 15, 2016

Greg, Munctions are discontinued.

Grégoire_Miche2
New Participant
December 15, 2016

Too bad

That leaves only webhooks then

What about customer that are using them?

-Greg

Devraj_Grewal
New Participant
December 15, 2016

Changing scores to a new value can be done with a list import, but in terms of increasing the current value by +5, I believe that needs to be done with a flow action. You can create a custom field for this value (new implicit score) and have that change on list import (data value changes: "new implicit score" is "+5") trigger a "+5" for the "implicit score" change.

Theresa_Anders2
Theresa_Anders2AuthorAccepted solution
New Participant
December 15, 2016

I do like this approach since I need to address this question on each list load.  Thank you. I'll give it a try.

Update:  the token would not render but I did use a custom field to assist.  Thank you.