Using the Marketing Center with a Shared Lead Ownership Model [Website Builder] Follow
To help create a positive and streamlined lead experience, marketing communications from the brokerage to lead lists will go through a de-duplication process to ensure that each lead is only receiving a campaign or email from the broker once.
Lead Nurture (Email Marketing)
When a campaign is sent out, the list of leads that it is being sent to goes through a deduplication process at the campaign level so that a single email event is never sent to a lead twice. In the event that duplicate lead records are included on the list at send time, the first lead that was added to the list will receive the email (and if it is an email sent on behalf of an agent, the email will reflect the agent associated with that lead record).
For example, if a lead’s Duplicate Record A was added to List 1 in March and Duplicate Record B was added to List 2 in January of the same year, and if both lists are included in the campaign at send time, then Duplicate Record B will receive the email. This does not affect the lead’s experience, but rather where the activity is associated with.
Primary Lead Preference Setting
There is also an additional setting in Config > Marketing > “Prefer Primary Lead, for Email Marketing?” that overrides the “first on list” rule so that the email will always be sent to the primary lead if one is included in the campaign.
De-Duplicating at the List Level
There is also a setting to de-duplicate leads at the list level, in Settings > Config > Marketing > “Allow Duplicate Email Addresses on Lists?”. This is an existing setting that previously applied to contacts only and now applies to leads as well.