Excluding leads from nurture case based on asset already downloaded | Community
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A
Anonymous
September 6, 2016
Question

Excluding leads from nurture case based on asset already downloaded

  • September 6, 2016
  • 3 replies
  • 4966 views

We are in the process of building our first engagement engine and need to exclude people from the cast who have already received the asset before entering the engine.  I've been looking around and have found a solution using each asset in a program in the engagement engine Omit leads based on logic in Engagement Streams​.  Is the the still the best option?  I'm happy to build the logic but concerned that it seems to mess with the engagement statistics.  Have Marketo come up with a solution to this problem yet?

Any advice would be much appreciated.

Thanks,

Michelle

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    3 replies

    Tim_Langlois1
    Tim_Langlois1
    Level 4
    September 6, 2016

    Yes the way to do this is to nest programs in the stream instead of emails.Then if someone is a member of the nested program they will be skipped. The link you referred to goes into that in detail.

    Besides the artilce you refereed to, you'll also want to check out the newly updated Marketo Program Library. This has been updated with a list of best practice program templates. If you download the program template called "BP-ENG-Advanced Drip Nurture" you'll have a really good reference for a nested Engagement you can import into your instance. It will import one Engagement program and three child Default programs.  (Don't import the Default program individually.)

    The child Default programs use a status of "Skip" (other examples out there use "Exclusion") which lets you add people to the program which lets them be skipped in the Engagement stream when they cast hits.

    Resources:

    Add a Program to an Engagement Program Stream - Marketo Docs - Product Docs

    Engagement Programs with Nested Programs: When do you really get that email?

    Dan_Stevens_
    Dan_Stevens_
    Level 10
    September 6, 2016

    Just be aware of a glitch that occurs if you're testing program membership of a program outside of the Engagement Program.  In that case, the lead will be stuck in an endless loop and never proceed to the next cast.  For example, let's say you have a Marketo program in your EP that is promoting a specific piece of content using an email.  You also have a completely separate program (CONTENT PROGRAM) elsewhere in your instance that is used to track engagement/success of that content (content download).  If you include a filter in the smart campaign of the program in your EP to exclude leads that are members of the CONTENT PROGRAM from receiving the email that's promoting this content, your leads will get stuck in this loop.

    More information here: If a lead doesn't qualify for an Engagement Program cast, does it proceed to the next email?

    A
    Anonymous
    September 7, 2016

    Are you saying don't reference a smart list or membership of an external program in the filter, only use their program membership of the program within the nurture engine with status skip/exclude?

    Dan_Stevens_
    Dan_Stevens_
    Level 10
    September 7, 2016

    That's correct.  You need to be very careful with any filters used, especially if they are used to disqualify a lead from receiving a specific email.  Because of this, they may never move on to the next email of the next cast.

    Josh_Hill13
    Josh_Hill13
    Level 10
    September 6, 2016

    If the Email Asset ID is the same - that you used the original asset, the lead will not receive the email again if you add it to the Stream.

    +1 on the other thoughts here. I worry that this type of situation is often too complex to spend time on.

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