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Diana_Jakubaity
Diana_Jakubaity
Level 4
May 10, 2019
Question

Is there a way to add option to a wait step?

  • May 10, 2019
  • 1 reply
  • 6214 views

Hey, is there a way to add an option to the wait step in the flow? For example, if a net new lead came from a webinar form signup or from a field event, wait one week before sending through the flow, if came from anywhere else, send through the flow now?

I know Marketo flow is not very advanced and I cannot see an option in a wait step, but maybe someone run into something similar and could advise?

Many Thanks,
Diana

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1 reply

SanfordWhiteman
SanfordWhiteman
Level 10
May 10, 2019

Hey, is there a way to add an option to the wait step in the flow? For example, if a net new lead came from a webinar form signup or from a field event, wait one week before sending through the flow, if came from anywhere else, send through the flow now?

They're already in the flow if you're contemplating a Wait step.  "Sending through the flow" is what happens as soon as they qualify for a Smart Campaign. Whether they're in the first step or the last, they're in the flow.

I wouldn't do this using a single SC as it's conflating source types. Do 2 different SCs, each with a constraint on the New Person activity.

I know Marketo flow is not very advanced

Not very advanced compared to what?

    Diana_Jakubaity
    Diana_JakubaityAuthor
    Level 4
    May 10, 2019

    Hey Stanford, we use SC for our nurture flows. We have other wait steps in the flow that allows you to choose options, for example if person source = webinar send email A, source = ebook download, send email B, etc. Therefore, I would expect to have wait step options and was surprised to find out that it's impossible and in order to setup a different wait steps for two sources, we have to request new SC with a separate logic. 

    Marketo flow is not advanced in terms of a user not only not having visibility of people in the specific flow steps, but also persons journey through the flow itself. We noticed that when started to build our advanced behavior based nurtures using SCs. You do not have visibility to see what flow step people do not qualify to and where they were removed from the flow, how many people are at what flow wait step, etc. You can request different campaigns, if they qualify for that logic and do in depth analysis if you want to figure out the journey. 

    SanfordWhiteman
    SanfordWhiteman
    Level 10
    May 10, 2019

    Hey Stanford

    Sanford

    We have other wait steps in the flow that allows you to choose options, for example if person source = webinar send email A, source = ebook download, send email B, etc. T

    Those aren't wait steps, they're flow steps.

    Therefore, I would expect to have wait step options and was surprised to find out that it's impossible and in order to setup a different wait steps for two sources, we have to request new SC with a separate logic.

    Not all flow steps have the same options and there's no guarantee that they will. You simply have to learn how each one works.

    If you insist on doing it within a single SC you can use the reverse logic, Send Email to those that match, then Remove From Flow for those that match, then let the remainder Wait. I would not do it this way because campaigns that trigger on New Person and fork behavior based on source are too important to risk intermingling actions.

     Marketo flow is not advanced in terms of a user not only not having visibility of people in the specific flow steps, but also persons journey through the flow itself. We noticed that when started to build our advanced behavior based nurtures using SCs. You do not have visibility to see what flow step people do not qualify to and where they were removed from the flow, how many people are at what flow wait step, etc. You can request different campaigns, if they qualify for that logic and do in depth analysis if you want to figure out the journey. 

    OK, that's an arbitrary comparison to an ideal system. Marketo SCs and flows are very advanced compared to their real-world competition.

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