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A
Anonymous
September 4, 2014
Question

Exclusion in Engagement Program

  • September 4, 2014
  • 2 replies
  • 1475 views
Hi All,

I have an Engagment program set up, and and Inbound campaign that will add leads into the Engagement program.

However, any leads that has been generated through the inbound campaign will have to skip the 1st email in the Engagement program. Thus, i has this set up and wondering if this will prevent all these unique leads from receiving email 1 in the furure casts.

 


By doing so, i am not sure if the lead will still receive Email 1 in future cast. will the Engagement program takes over and overwrite the rules stated in the smart campaign?

How do i ensure that the leads that i want to exclude from Email 1 will not receive email 1?

Thanks!

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2 replies

Josh_Hill13
Josh_Hill13
Level 10
September 4, 2014

Vicky,

Is this flow you are showing us in a Program that was placed into the Stream? If so, the lead will probably skip the intended email, but they will still go through the Program because they hadn't received that first Cast yet.
 

Engagements only know to skip content when the lead already received the content via the Engagement.
 

Dory_Viscoglio
Dory_Viscoglio
Level 10
September 4, 2014

Hi Vicky, are you using programs or just single emails within your engagement programs? It looks like it might be programs, based on what you've shown above.

If you're using programs, I'd say the easiest way to exclude someone from that email would be to create an additional program status called Exclusion (or similar) and if they join the Engagement via the inbound program then they should be added to the exclusion status for the first program/email. By adding them to the program, Marketo will not send that content to them since they're already a member of the program.

If you're using single emails, the only way to prevent someone from receiving it is if they've already received the exact same email (regardless of whether or not it was in engagement, I believe). This means no cloning, or creating an email that looks the same -- Marketo doesn't know that it's the same. Otherwise, you might want to do separate streams within that engagement program. 
 

A
Anonymous
January 8, 2016

Hi @Dory Viscogliosi​, when you add an exclusion status, how do you make sure Marketo actually excludes leads with that status in the email send program? What needs to be done in the background? Thanks!

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