What is the best way to import List Purchase Leads without updating Lead fields of Leads already in our database? | Community
Skip to main content
N
Nate_Oosterhous
New Participant
January 28, 2015
Solved

What is the best way to import List Purchase Leads without updating Lead fields of Leads already in our database?

  • January 28, 2015
  • 6 replies
  • 3904 views
We have run into the issue of importing a list of List Purchase Leads into a static list and some of those List Purchase Leads exist in our database and then the List Purchase Lead data overwrites/updates those existing Leads in our database.  How can we make the import not update fields that already have an owner?  We do not want to update/change those fields since we trust more what the Rep has for the Lead record rather than what the List Purchase says.  We don't want to corrupt that existing Lead Data.  Essentially we only want to import the List Purchase Leads if we know for a fact that they are not already in Marketo.
 
This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.
Best answer by Adam_Vavrek1
Hi Nate,

There might be an easier way to do this but I'm not sure. Maybe someone else will chime in. This is what I'd do in your case:

You can create a Smart Campaign that has a Filter for Email Address and copy/paste all of your email addresses in the list purchase into that Filter. Skip over to the Schedule tab and click the link of leads. These leads are the ones that exist in your database. Separate these leads from the others into two different files; you will treat each upload differently. For the ones that don't already exist in your database, import those as normal. For the leads that do exist in your database, import as "Untrusted" so fields you select aren't updated. See here for more on untrusted list imports.

I hope that makes sense!

6 replies

Steven_Vanderb3
Steven_Vanderb3
New Participant
June 8, 2015

Nate,

Please review our Email Use and Anti-Spam policy and remember that email marketing to leads by way of list purchasing that have not opted-in is forbidden.

    N
    Nate_OosterhousAuthor
    New Participant
    June 8, 2015

    Hi Steven.  We have reviewed that policy after this question was posted as we were unaware and someone notified us of that. 

    Thank you,

    Nate

    N
    Nate_OosterhousAuthor
    New Participant
    January 28, 2015
    Thank you as well Josh!  I will just have to go through some tests to figure out what all works best for us!
    Josh_Hill13
    Josh_Hill13
    New Participant
    January 28, 2015
    You can also field block the fields you do not wish to update.

    Admin > Field Management 
    then select a field and go to the menu and choose Field Block.
    A
    Anonymous
    June 6, 2015

    Thanks for the reminder on field blocking. I think practice with blocking the updates for the preexisting leads and not for the newbies.

    Adam_Vavrek1
    Adam_Vavrek1
    New Participant
    January 28, 2015
    You're very welcome, Nate!
    N
    Nate_OosterhousAuthor
    New Participant
    January 28, 2015
    Hi Adam,

    Your awesome!  That was the resource I was looking for (in your "here" link).  I will have to make use of that resource and run some test imports with some test Leads to get a visualization of how it functions. 

    The only negative when adding the email addresses from the List Purchases to the Email Address filter to see if any are pre-existing is when you have thousands of email addresses to add to the filter.  It's a negative because the Email Address filter only holds roughly 2,000 email addresses, meaning I would have to use many Email Address filters with "ANY" filter logic.

    Thank you and I will make use of that resource you pointed to!

     
      A
      Anonymous
      June 12, 2015

      yes, 2,000 is the limit for one filter, but you can use multiple filters to break your list and choose the "Or" filter rule

      Adam_Vavrek1
      Adam_Vavrek1Accepted solution
      New Participant
      January 28, 2015
      Hi Nate,

      There might be an easier way to do this but I'm not sure. Maybe someone else will chime in. This is what I'd do in your case:

      You can create a Smart Campaign that has a Filter for Email Address and copy/paste all of your email addresses in the list purchase into that Filter. Skip over to the Schedule tab and click the link of leads. These leads are the ones that exist in your database. Separate these leads from the others into two different files; you will treat each upload differently. For the ones that don't already exist in your database, import those as normal. For the leads that do exist in your database, import as "Untrusted" so fields you select aren't updated. See here for more on untrusted list imports.

      I hope that makes sense!
        A
        Anonymous
        June 6, 2015

        Thank you! That is very creative solution and one that should work well for my tradeshow leads that may have wonky emails and/or company names, not mention New Contact/Customers for our preexisting Account Contacts. - Really cool!

        Terms & ConditionsAccessibility statement

        Loading footer...