Introduction to Managing Duplicates in Marketo Engage

Transcript

Hello, I’m Chris Kelly. I’m a seasoned MarketoEngage Specialist with over five years of experience in marketing automation. I hold several MarketoEngage certifications, including the Certified Master Marketo Architect, I’m an Adobe MarketoEngage Champion, and I’ve helped numerous marketing teams implement and optimize their campaigns and workflows. In this video series, we’ll dive into a common yet critical issue, managing duplicates in MarketoEngage. No one likes stressing over whether their data is good, or if you can trust your database activity in your activity records, or needing to over-engineer the simplest email send just to ensure that you’re emailing the correct person with the correct lead record. All we want is clean data to trust our workflows and our processes. We’ll explore why duplicates occur, or when they might actually be useful, and when they’re not. Plus, I’ll walk through four practical methods to handle these duplicates, starting from more basic solutions inside of MarketoEngage to more advanced techniques involving leveraging the REST API and using external IPaaS tools to help keep your data clean and healthy.