Engagement Programme or Triggered Email Smart List | Community
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Kirstie_Olah
Level 2
December 19, 2018
Question

Engagement Programme or Triggered Email Smart List

  • December 19, 2018
  • 1 reply
  • 6743 views

Hi there,

I am relatively new to Marketo. I have to set up a Welcome Series Programme for when a lead subscribes to our newsletter. There are 3 emails in the programme and the first needs to be triggered immediately after the lead submits the form. My question is if I set this up as an Engagement Programme you can only set the cadence to weekly/monthly but I need the emails sent more often. It can't wait for the next cast - which may be in 6 days time.

But I don't think its an Email Send as its not sent to a specific list at a scheduled date and time.

Any guidance on the best way to set this up would be greatly appreciated.

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1 reply

Gerard_Donnell4
Level 9
December 19, 2018

Hi @Kirstie​,

If it doesn't need to be an engagement program where you are MQL'ing people etc then you can simply add wait steps within a smart campaign flow to send all the emails.

You can then used advanced options by clicking on the little cog to set the days of the week and time.

You can however set the cadence to more often than weekly in an Engagement program. You simple select more days, check out the screenshot below. If you selected every day of the week then the program would trigger daily.

Kirstie_Olah
Level 2
December 19, 2018

Thanks so much Gerard. I really appreciate it. Just one question - what is MQL'ing people?

I will use your guidance and get this programme running.

Many thanks.

Kirstie

Gerard_Donnell4
Level 9
December 20, 2018

I just meant if you were not specifically scoring them or moving them along a sales funnel. It seemed like this was a specific set of welcome emails. 

MQL (Marketing Qualified Lead) is when they have shown interest and consumed enough marketing material to be considered qualified to be passed over to sales for determining if there is a potential sale.