Campaign automation and duplicates

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  • Official comment
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    Carolynn Carriger

    Hi Maxine,

    Typically, you won't have the same contact/lead on your Marketing List twice at the same time. What can happen though is if you have a contact/lead get added to your Marketing List and start the Campaign Automation, then if they get added to the same Marketing List again, they would have a second participant in that same Campaign Automation. 

    The contact/lead would only show once on your Marketing List--in the scenario I described above--but you would see two different participant lines in the Participants tab.

    If you wanted a workaround to keep participants from going through the Campaign Automation twice, you would probably need to have a custom field on the contact/lead record and a workflow that checks for a Sent Email associated with that Campaign Automation--the workflow could update the custom field to show whether "yes this participant has gone through the CA" or "no this person has not." Then in your Campaign Automation, you could use a decision node to check on the value of that custom field--any participants who are shown as having gone through the CA before could just direct into a path that doesn't have any more actions in it.

    If you have further questions on this, please let us know. You may find it helpful to submit a ticket as well so we can speak with you more on this topic there.

    Thank you!

  • Official comment
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    Veronica Kyle

    Hello, Maxine.

    It depends on where the Email Send step is placed in your Campaign Automation. If it is the Entry Point, it will de-duplicate from any attached Marketing Lists, as it is considered one bulk email. But if it is placed beyond that entry point, it is treated like multiple Email Sends, so it does not de-duplicate. So, for example, if the Entry Point is a Submitted Form and the same person submits the same form multiple times, they will go through the Campaign Automation again and again, meaning they may receive the same email multiple times. 

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