Managing duplicates in the database
This comprehensive playlist is tailored for Marketo Engage administrators, offering insights into common issues and core concepts of managing duplicates in your database. Discover practical methods to maintain database hygiene across various business scenarios. Enhance your skills and ensure your database remains clean and efficient.
Introduction to Managing Duplicates in Marketo Engage
Learn more about the core concepts of managing duplicate records in the Marketo Engage database, their impact on workflows, and 4 methods to maintain clean data. Watch each video clip to learn how to keep your database clean and healthy.
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Understand why duplicates occur in Marketo Engage Database
Learn how duplicates originate from various sources, including CRM syncs, form fills, and data imports, and how to minimize them.
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Identity and prevent duplicate records in Marketo Engage
Explore tools and tips for spotting duplicates and preventing them with structured workflows and periodic audits.
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Determine when duplicate records are necessary
Discover scenarios where duplicates are purposeful, such as multi-person households or compliance needs, and how to manage them effectively.
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Merging duplicate records manually in Marketo Engage
Learn how to manually merge duplicates in the Database section, perfect for handling fewer records with precision and control.
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Bulk merging duplicates in Marketo Engage - Part 1 - Exporting to Excel
Learn more about the scenarios and the rationale behind processing the duplicates merge in bulk. Begin bulk merging by exporting duplicate records to Excel for efficient data cleanup and consolidation.
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Bulk merging duplicates in Marketo Engage - Part 2 - Data cleanup in Excel
Learn how to sort and consolidate duplicate records in Excel using formulas and best practices for clean list imports.
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Bulk merging duplicates in Marketo Engage - Part 3 - Reimporting data
Finish your bulk merge by reimporting cleaned data into Marketo Engage and managing duplicates effectively with an operational campaign.
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Automate duplicate management with integrations - Part 1 - Review iPaaS Tools
Discover how to streamline duplicate management in Marketo Engage using API integrations with iPaaS tools like Vertify or Workato.
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Automate duplicate management with integrations - Part 2 - Configure deduplication workflow
Learn how to set up field mappings, merge logic, and scheduling to automate duplicate management between Marketo Engage and iPaaS tools. This video demonstration of the workflow uses Vertify as an example.
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Simplify duplicate management with Adobe Professional Services
Explore how Adobe’s Professional Services can assist in managing duplicate records with a hassle-free approach.
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Choose the best strategy for managing duplicates
Recap the key solutions for handling duplicates in Marketo Engage and choose the best solution for your team’s needs and resources.
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