Automate an Alert for Possible Duplicate People automate-an-alert-for-possible-duplicate-people
Want an alert every time possible duplicate person is created? Here is how to set up a Smart Campaign to do it.
- Create a new smart campaign. Define the following smart list:
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Trigger: Person is Created
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Filter: Duplicate Fields. Field Name is Full Name
note tip TIP Be creative. Experiment with different fields to get better filtering results.
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In the flow step, choose Send Alert flow action.
note tip TIP Using the Send Alert Info token to include a link to the person in your CRM. note caution CAUTION If you import a large list, you may get a bunch of these alerts all at once! Also, two people with the same name doesn’t automatically mean they are the same person. -
Activate the campaign in the Schedule tab.
That’s it! This smart campaign will trigger every time a new person with an existing full name is created in Marketo.