Skip to Content
1
Dec 07, 2022 at 12:50 PM

SAP Marketing Cloud: Exclude contacts flagged for merge in segmentation

144 Views Last edit Dec 07, 2022 at 12:56 PM 2 rev

We have a campaign setup running for contacts that have submitted a specific form (and other criteria).It is no trigger-based campaigns but just 4 campaigns each running every hour so that the campaign logic is executed each 15 minutes. Each campaign creates a lead in C4C.

Currently, we assume that the campaign is also executed for contacts that have still a merge flag. Is it right that contacts with a merge flag are not excluded in segmentation?

The problem is that a contact was maybe already created as a lead in C4C so we do not want to send it again. However, dependent on the input it may be that a contact is flagged for merge so the actual merge does not happen directly but just when the merge report is running again (each 15 minutes).

Example of a contact that already exists in the system:

  • Form submitted again at 12:05 (flagged for merge)
  • Campaign executed at 12:15 (contact included because no C4C ID or interaction)
  • Merge report executed at 12:17

Our segmentation would exclude contacts with a lead interaction or C4C BP ID but since an already existing contact was not directly merged, it maybe is not excluded with the next campaign execution.

So if the segmentation does not exclude contacts mapped for merge, I would see few options to handle the problem:

  1. Exclude contacts with merge flag in segmentation - does anyone know if there is some standard field or if we can make one avaialble with a custom view? Which table?
  2. We could exclude contacts in segmentation that got created in the last 20 minutes. When they are included in the segmentation, the merge report should have been definitely executed.
  3. We could try to align campaign execution with the time of the scheduling of the merge report, however, I guess there would always be a small "time gap".

I would prefer option 1 or 2. What do you think?

Best
Christian