Update Person Data update-person-data

Mission: Update a person’s contact info or other data mission-update-a-persons-contact-info-or-other-data

Let’s imagine that at your recent tradeshow, a person gave you some additional contact info. Here’s how to update person data.

Find the Person You Need to Update find-the-person-you-need-to-update

  1. Go to your Database.

  2. Search the person’s name or email address.

    note tip
    Using the email address to search will result in faster search.

  3. Double-click to open the person detail.

    note tip
    There are lots of ways to update person data in Marketo. See Import a List of People and Change Data Value.

Update the Person Data update-the-person-data

  1. Type in the new info you received and then close the tab.

Once you change the data, Smart Lists and Smart Campaigns will recognize the new information immediately.

Mission Complete mission-complete

Nice job! You’ve updated your person data.

◄ Mission 8: Alert the Sales Rep

Mission 10: Redirect a Landing Page ►