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Tom_Liolios4
Tom_Liolios4
Level 4
May 27, 2016
Solved

Email constraints in Engagement Program Casts

  • May 27, 2016
  • 2 replies
  • 4296 views

Hi all,

I have a tricky question regarding an email to be sent in my engagement program.

I have an email in an engagement stream, which I only want to send to people who did NOT get sent autoresponder 1 and 2.

I am using a campaign in an engagement stream in order to send the email. The campaign allows me to define rules regarding who gets the engagement email.

What would be the best way to tell my engagement program that I only send the engagement email if leads did not get either one of the 2 autoresponder emails?

See a screenshot below for the flow step I currently have in place. This flow steps says: Only send the engagement email to leads who did not get sent one of 2 emails.

I am concerned about the "one of 2 emails" part. I am afraid that this means: if lead did not get autoresponder 1, but did get sent autoresponder 2, he will still receive the engagement email.

Are my concerns just? And how could I improve the flow step?

Thanks a lot for your tips!

Tom

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Best answer by Grégoire_Miche2

Set it up that way:

Was sent email -> Email 1 or Email 2 --> do nothing

default : send the nurturing email.

But this means that the leads you exclude will receive nothing during the cast

So, one way to automatically skip some leads from this campaign is to make these leads a member of the program (using a chage program member status flow step), as soon as they are sent the autoresponder 1 or 2.

-Greg

2 replies

Grégoire_Miche2
Grégoire_Miche2Accepted solution
Level 10
May 27, 2016

Set it up that way:

Was sent email -> Email 1 or Email 2 --> do nothing

default : send the nurturing email.

But this means that the leads you exclude will receive nothing during the cast

So, one way to automatically skip some leads from this campaign is to make these leads a member of the program (using a chage program member status flow step), as soon as they are sent the autoresponder 1 or 2.

-Greg

    Tom_Liolios4
    Tom_Liolios4Author
    Level 4
    May 27, 2016

    Thanks Grégroire! That is a good tip!

    Then if autoresponder 1 or 2 was sent to the lead, the engagement email is not sent. That is indeed what I want.

    You are correct that in this cast, they will not receive an email. Instead of having to wait a week for the next cast, I would indeed like them to move to the next content right away.

    Just for my understanding, you are advising that all leads who receive these autoresponders should become a member of the program that is nested within my engagement program?

    So: Lead downloads Whitepaper --> smart campaign of whitepaper program sends autoresponder --> smart campaign also makes the lead a member of the program within the engagement program. So this will ensure that the lead skips the first email in the engagement stream, and right away receives the next content?

    Thanks again!

    Grégoire_Miche2
    Grégoire_Miche2
    Level 10
    May 27, 2016

    Yes this is it. Because Marketo will ignore that content if the lead is already a member of the nested program and will automatically move to the next content in the stream.

    -Greg

      Jim_Thao7
      Jim_Thao7
      Level 8
      May 27, 2016

      This acts as an "OR" so your concerns are just.

      What this means is, if a record was not sent 1 "OR" 2, they should be sent the email.

      To answer your question directly, if the record was not sent autoresponder 1 and was sent autoresponder 2, they will qualify for Choice 1 and therefore be sent the email.

      Is there a caveat to filtering out these records in the smart list before they make it to the flow?

        Tom_Liolios4
        Tom_Liolios4Author
        Level 4
        May 27, 2016

        Thanks Jim! Yeah too bad that it doesn't work the way I set it up.

        But Grégroire posted a nice solution above!

        Unfortunately using the smart list in this campaign would not be the best solution. I have heard that using the smart list in this case will ensure the leads to never move to the next content in the engagement stream.

        Josh_Hill13
        Josh_Hill13
        Level 10
        May 27, 2016

        Not at all. Smart List constraint would work on this Program with Not Was Sent Email 1 AND Not Was Sent Email 2.

        The leads will be blocked from the flow and just receive the NEXT cast. Where in the docs does it say they will end up Paused in the Stream?

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