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Marketo: Resend Leads For Enrichment

  • Updated

To resend leads enriched during a specified period of time back through the Leadspace webhook, you may perform the following steps.

First, make sure you have the "Leadspace On-Demand Enrichment" smart campaign in your Marketing Activities section.  If you don't, you can create one by doing the following:

  1. Navigate to "Marketing Activities"
  2. Create a new smart campaign titled "Leadspace On-Demand Enrichment"
  3. In the Smart List tab, add the following filter:
    Campaign is Requested => Source is "Marketo Flow Action"
    2018-10-12_11_20_21-Marketo___Leadspace_On_Demand_Enrichment__Smart_List____Marketing_Activities.png
  4. In the Flow tab, add the following flow step:
    Call Webhook => select Leadspace webhook
    2018-10-12_11_20_34-Marketo___Leadspace_On_Demand_Enrichment__Flow____Marketing_Activities.png
  5. In the Schedule tab, click "Edit" on Smart Campaign Settings
    Set "Run each lead through the campaign flow" to "Every Time"
    2018_10_12_11_27_39_Marketo_Leadspace_On_Demand_Enrichment_Schedule_Marketing_Activities.png

  6. Click "Activate"
    2018_10_12_11_28_16_Marketo_Leadspace_On_Demand_Enrichment_Schedule_Marketing_Activities.png

Once you have your "Leadspace On-Demand Enrichment" smart campaign created, perform the following steps to create a campaign to resend leads back for enrichment

  • Create a new smart campaign
  • In the Smart List tab, add the following filter:
    LS Updated "between" <start date> <end date>=> this captures all leads enriched by Leadspace within the specified period of time.

    2018-10-12_11_21_59-Marketo___Send_Leads_For_Re-Enrichment__Smart_List____Marketing_Activities.png

    You can add any other criteria as needed here to build the list of leads that you are going to send through Leadspace for Marketo webhook.

  • In the Flow tab, add the following flow steps:
    Change Data Value
      -  Attribute: LS System Status
      -  New Value: <leave empty> => this will clear out the technical enrichment status field so that the lead can be resent for enrichment
       - Attribute: LS Updated
       - New Value:  <leave empty> => this will clear out the technical enrichment status field so that the lead can be resent for enrichment

    Request Campaign => find your Leadspace On-Demand Enrichment smart campaign


  • In the Schedule tab, click "Run Once" to run the qualified leads through the campaign
    2018_10_12_11_23_34_Marketo_Send_Leads_For_Re_Enrichment_Schedule_Marketing_Activities.png

Working with Large Enrichment Volumes

As a general best practice, Leadspace recommends that no more than 250K records be sent through Marketo to the Leadspace Enrichment Webhook per day. This is to both meter API activity on the Marketo side for performance, and to limit excessive requests at the Leadspace endpoints.

For campaigns where the record counts exceed 250K records, you will need to break your Smart List up into multiple lists and send 250K or less per day. There are a few different ways this can be done, but a common recommendation from Leadspace is to create a separate campaign specifically to break up your large Smart List into multiple lists using the Random Sample attribute. You can then send the new lists through the webhook one-per-day. 

Another option would be to simply break out your large lead list into multiples by adjusting the Smart List criteria used to pull in your records. For example, if you are using a date criteria that yields 1 million records, you could adjust the date ranges to create smaller lists within the 250K limitation. 

Here's a helpful article that details some Best Practices for working with Smart Lists:

https://experienceleague.adobe.com/en/docs/marketo/using/product-docs/core-marketo-concepts/smart-lists-and-static-lists/creating-a-smart-list/best-practices-for-smart-lists

 

 

 

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