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Project Recipe: List Loading for Marketo

  • Updated

The following is a guideline to follow when using the recipe "List Loading for Marketo". Please read these guidelines before cloning the recipe.

 

Preparation

This project uses Openprise's App Factory List Load app. We recommend you review the following video on building a list loading app before cloning this recipe.

Overview

This recipe provides the following:

  • Jobs that process a list and load the records into Marketo.
  • The records are also added to a Marketo list (referred to as a Campaign).
  • An App Factory app to submit lists for loading
  • An App Factory app to review the list load results.
  • A bot to run the above jobs using the App Factory application.

The assumption is that your Marketo Lead records are being imported on a regular basis by a pre-existing bot. 

Preparation

  1. Create a spreadsheet in Google drive for the template for the lists to be loaded. This spreadsheet will only be used to define the attributes for the list to be loaded by the list load app.  Please use the exact column names shown below.

    Column name Openprise data type
    Added as New Lead text, single value
    Address text, single value
    Status text, single value
    Campaign ID text, single value (this value is the list ID for the list or campaign you want the list of people added to)
    City text, single value
    Company text, single value
    Country text, single value
    Email Address text, single value
    First Name text, single value
    First Responded Time text, single value
    Job Title text, single value
    Last Name text, single value
    LinkedIn Profile URL text, single value
    No. of Employees text, single value
    Phone Number text, single value
    Postal Code text, single value
    Rejected text, single value
    State text, single value
    Transaction ID text, single value
    Uploaded By text, single value
    Upload Time date
    Website URL text, single value
  2. Add one record to the template by adding a sample email (ie. junk@junkmail.com). You can leave all other values in the spreadsheet blank.
  3. Create a data source named from the above spreadsheet. When creating the data source:
    1. The Data source name should be List Load Template.
    2. The source technology and data format for the data source should be Google Drive - Sheets.
    3. On the Map screen (during data source creation), change the data type for the attribute Upload Time to the Date data type.
    4. All other fields can be left as the default data type of Text, single value.
    5. Note: Two additional columns will be added when the data source is created: OPFileNames and OPAutoDate. These attributes should remain in the data source.
  4. Import the above data source. You should end up with a data source that has one record in it with the junk email. This data source is only used to define the columns expected for processing by the list load app.
  5. Create data sources for Marketo Lead objects with at least the following attributes. Note: If these data sources are already created, please verify that the following attributes are defined in the data sources.
    Lead
    Id
    City

    Company
    Country
    Email
    firstName
    lastName
    numberOfEmployees
    Phone
    postalCode
    state
    address
    title
    website
  6. Create new data targets:
    1. Create a new data target for Leads with the following attributes: Leads - all attributes listed in the table above
    2. Create a new data target for List Member that contains the attribute listMemberId.

 

Clone

To clone the project recipe, navigate to Projects Recipes and select the project recipe to clone.

1.png

List

 

You will need to provide:

  • Project name
  • Prefix and/or suffix for all objects in the project
  • Data source to be used in the project
  • Data targets to be used in the project

Examine the cloned project

We recommend you look through all the newly created project elements to familiarize yourself with what has been created.

 

Look for:

  1. Any job that is marked with errors. These errors must be manually corrected.
  2. Export tasks that write back to Marketo. Make changes by selecting any values that you want to write back to Marketo. Note: Any Export task to Marketo has been bypassed for your protection. We recommend that you run the jobs with the bypass enabled so you can review any data changes before writing data back to Marketo.
  3. Review logic in the jobs to validate that it meets your requirements for cleaning the incoming list data and matching it to any existing lead.
  4. Review logic in the job that rejects a list record due to missing data. By default, these jobs will only reject records with a missing email address, or a duplicate record identified by a duplicate email address.  You may want to add tasks to identify other missing data values such as country, company name.
  5. Please note that these jobs are built with the assumption that you have a separate, active process to handle duplicate records in Marketo. If you have duplicate records in your instance, you'll need to change the job MKT_List02 - Match to existing to properly handle the case when a list record matches multiple leads. 
  6. Check that you have an automated bot that imports Leads on a frequent basis so if a list is loaded twice in close succession, errors don't occur when duplicate records are attempted to be created in Marketo.
  7. Review the List load apps provided to make sure access is set properly, required attributes are configured properly, etc.

Test the App

When you're ready to test, change any export task that is bypassed to allow updates. Then, prepare a series of sample lists to test the list load app. It is suggested you test each use case separately for ease of diagnosing errors, and only include a few records in each test. Results should be verified in both the App and in Marketo directly.

For example, test the following use cases:

  1. A list of records missing an email address. (These should all be rejected).
  2. A list of records that match existing leads in Marketo. Select emails for records that can be updated without affecting other processes (eg. test leads).
  3. A list of records that match test contacts in Marketo.
  4. A list of net new records.
  5. A list of records with a Campaign ID (list id). Note that the Campaign ID is the number of the list, not the name of the list.

To run each test:

  1. Launch the App Portal and locate the List Load application
  2. Run the application
  3. Load a test list into the UI, and optionally re-map any columns needed. This is only needed if your list has different column names from the file spreadsheet used to create your initial data source
  4. Select the "Load with Mapping" button after the list has been dropped into the app
  5. Let the app process the list, and check the outputs using the List Load Review app
  6. Check the results using Marketo directly by looking up the records that should have been updated and/or added
  7. Repeat for each test

 

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