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Kayleen_scott
Kayleen_scott
Level 2
September 11, 2018
Question

Default program and Engagement membership

  • September 11, 2018
  • 1 reply
  • 2830 views

Hello,

I've been using Default Programs to send emails in a cadence series. I'm now creating my first engagement program. How do you manage record membership to ensure a record can't be active in both a default email program and in an engagement program at the same time?

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1 reply

Grace_Brebner3
Grace_Brebner3
Level 10
September 11, 2018

Hey Kayleen,

You'd have to have rules in your smart campaigns between these two programs that control which program gets priority, and when. E.g., "Add someone to this nurture unless they have program status "X" in program "Y"."

You may want to consider (if it makes sense for the use case) wrapping your cadence series into a new stream in the engagement program, as this will make it easier - a person can only exist in one stream of a single nurture program at a time.

    Kayleen_scott
    Kayleen_scottAuthor
    Level 2
    September 16, 2018

    Hi Grace,

    I like the idea of leveraging a new stream in the engagement program for the email cadence. Any tips on how to go about that?

    Thank you!

    Grace_Brebner3
    Grace_Brebner3
    Level 10
    September 16, 2018

    Have a search through community & docs on the subject of nesting default programs in engagement programs. Many of us almost exclusively run engagement programs with nested default programs instead of email assets because of the additional degree of control & flexibility it allows for.

    Effectively you just drag a default program into a nurture stream. It gets triggered for send much like an email does, but does require a specific smart campaign set up to process the send. You can see it in action by importing BP-NUR Advanced Drip Nurture v3 from the Marketo Program Library

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