Best Practice: Static List Uploads

Document created by 7686cb26eacec6e243ca33f443be36849a6733af Champion on Jun 8, 2016
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List uploads is usually critical to account management.  Without proper preparation, critical components of lead activity and information can be affected!

 

When preparing a list for upload, the following steps should be taken in order to ensure that existing lead information within the system is not altered, and lead statuses are not affected:

  • Create an email address only list in a CSV file – This will allow the upload of leads without updating any errant fields

 

  • If there are additional fields that require updating:
    • Create a view within Marketo to include any fields that will be updated
    • Exclude any leads that show data within these fields until further review and approval
    • Alert your Marketo Admin / team (and potentially the SFDC teams) to review and approve the leads in question
    • Once approved, upload ONLY those fields appended to the email list

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