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A
Anonymous
August 23, 2017
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Help - Need to make sure only qualified new people get added to a nurture stream

  • August 23, 2017
  • 1 reply
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How do I ensure only qualified new people get added to a nurture stream?

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Best answer by Devraj_Grewal

In that case, you can set up the smart campaign like follows so that is triggers off of a lead being created and if they qualify with the additional filters in the smart list, then they can execute the flow:

Smart list:

Trigger: lead is created

Filter: member of engagement program: false {insert engagement program name}

Additional filters as necessary

Flow:

Add to engagement program: {insert engagement program name}

My advice though would be to run this as a batch campaign since you don't necessarily need a trigger to add to an engagement program and it could bring down your instance' performance. The batch smart campaign will then be set up like so:

Smart list:

Filter: Lead was created: in time frame: yesterday

Filter: member of engagement program: false {insert engagement program name}

Additional filters as necessary

Flow:

Add to engagement program: {insert engagement program name}

You can then run it at the beginning of the day so that it runs for all new people created yesterday. The reason I chose to run for people created yesterday is that if you run it at night for people created "in timeframe: today", you will have people created the same day after the batch has run and they will not be added to the engagement program.

1 reply

Devraj_Grewal
Devraj_Grewal
Level 10
August 23, 2017

Jared,

Please move this discussion to Products​ as it is Marketo-specific.

This question is a little vague. Are you looking to set up a trigger that only qualifies new people created to be added to a nurture stream?

A
Anonymous
August 23, 2017

Yes, that is correct.  I'm looking to set-up the trigger so it only qualifies new people to be added to a nurture stream.  I will add this to the products discussion board.

Devraj_Grewal
Devraj_GrewalAccepted solution
Level 10
August 23, 2017

In that case, you can set up the smart campaign like follows so that is triggers off of a lead being created and if they qualify with the additional filters in the smart list, then they can execute the flow:

Smart list:

Trigger: lead is created

Filter: member of engagement program: false {insert engagement program name}

Additional filters as necessary

Flow:

Add to engagement program: {insert engagement program name}

My advice though would be to run this as a batch campaign since you don't necessarily need a trigger to add to an engagement program and it could bring down your instance' performance. The batch smart campaign will then be set up like so:

Smart list:

Filter: Lead was created: in time frame: yesterday

Filter: member of engagement program: false {insert engagement program name}

Additional filters as necessary

Flow:

Add to engagement program: {insert engagement program name}

You can then run it at the beginning of the day so that it runs for all new people created yesterday. The reason I chose to run for people created yesterday is that if you run it at night for people created "in timeframe: today", you will have people created the same day after the batch has run and they will not be added to the engagement program.

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