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Eitan_Rapps1
Eitan_Rapps1
Level 4
May 28, 2018
Question

Add to Multiple Engagement Programs Simultaneously

  • May 28, 2018
  • 2 replies
  • 4701 views

I am trying to understand if the following scenario is possible. Any ideas?

We have a form which offers the visitor to sign up to receive updates (i.e. adding him to an engagement program).

There are 3 choices:

1) Program A

2) Program B

3) Program A + B

Currently we only have Engagement Program A and Engagement Program B and would prefer to keep it as such.

I tried setting up a Smart Campaign with a flow to divert the person to the correct Engagement Program based on a rule. If the person chooses option 3, however, how can I make sure he is added to both engagement programs? I understand that Marketo only matches the first choice.

I imagine I can solve this by building a third, separate Engagement Program. Is there a solution that does not require this?

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2 replies

Grégoire_Miche2
Grégoire_Miche2
Level 10
May 28, 2018

It just depends on how you have configured the information capture.

Set A+B as the first choice in you flow step and for this one, create a smart list with the A+B criteria, and use the "member of smart list" filter.

-Greg

    Grégoire_Miche2
    Grégoire_Miche2
    Level 10
    May 28, 2018

    And also, pay attention to the communication limits when someone is subscribed to 2 EP's at the same time...

    -Greg

    Kevin_Delgado1
    Kevin_Delgado1
    Level 2
    May 29, 2018
    • Engagement Stream A
    • Engagement Stream B

    It may be easier if you just create three separate trigger smart campaigns.

    Smart Campaign 1: If form is filled out AND field is A AND not a member of engagement stream A, flow step: insert in stream A

      • I purposely added "not a member of engagement stream A" to avoid this trigger from executing if the person is already in. I've learned that your trigger queue is important, so try to avoid programs from executing needlessly

    Smart Campaign 2: If form is filled out AND field is B AND not a member of engagement stream B, flow step: insert in stream B

    Smart Campaign 3: If form is filled out AND field is A + B AND (not a member of engagement stream A OR not a member of engagement stream B), flow step: insert in stream A, insert in stream B

      • If its already in either stream, it will try to execute the flow step but do nothing as it doesn't have anything to do for that step. It'll go to the next step and process the next insert.
    Kevin_Delgado1
    Kevin_Delgado1
    Level 2
    May 29, 2018

    Examples below:

    Smart Campaign 1 - Insert in A

    Smart Campaign 2 - Insert in B

    Smart Campaign 3 - Insert in A + B

    Grégoire_Miche2
    Grégoire_Miche2
    Level 10
    May 29, 2018

    That is far too complicated and not optimal performance wise, because it will use 3 smart campaigns while 1 should suffice. Remember that when an event happens, all related triggers are evaluated even if the person does not qualify for the flow.

    use a smart list as a flow step choice criteria in the first flow step.

    -Greg

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