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Dan_Gentsch
Dan_Gentsch
Level 2
May 3, 2018
Question

Moving leads back to a program where they left off

  • May 3, 2018
  • 2 replies
  • 3255 views

I'm trying to figure out the best way to put together a new program. Here is what I would like to happen:

There is a core message bucket that all leads will be put into. There will then be 4 unique content buckets that leads will be placed into based on their engagement with the content in the core message bucket. I would like to be able to send leads from the core message bucket, to a unique content bucket and then back to the core message bucket where they left off after exhausting the messages in the unique content bucket.

Is this possible? And if so, what is the best way to go about it? Using engagement streams or traditional email programs?

Thanks!

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2 replies

Grégoire_Miche2
Grégoire_Miche2
Level 10
May 3, 2018

Hi Dan,

Use an engagement program if the regularity of the cast is OK with what you want to do. Have One stream for each of your "buckets". I you need some irregular sent or sending dates that vary from one lead to another, you will have to use regular smart campaigns with quite some choices in the flow step or even a traffic cop (which was the technique to be used in Marketo to route leads in content streams before the engagement program were introduced in the platform, but the doc about them seems to be a little hard to find).

-Greg

Dan_Gentsch
Dan_GentschAuthor
Level 2
May 3, 2018

Hi Greg,

Thanks for the quick reply! Would I use an engagement stream for the core message bucket as well or can I use a regular smart campaign for that? I've looked into using a traffic cop. Is that what would be required to send leads back to the core messages? Can I send leads back where they left off in either an engagement stream or a smart campaign or only an engagement stream?

Thanks,

Dan

Grégoire_Miche2
Grégoire_Miche2
Level 10
May 3, 2018

Hi again Dan,

Depends on the behavior you want to get: If you want to benefit of not sending someone the content he already had when that person is sent back to the core bucket, use a stream, because it provides that off-the-shelf mechanism for never sending the same content twice. Otherwise, use a regular smart campaign. But if you use a smart campaign, preventing someone to receive a content for the second time involves choices in flow step:

  • If no was sent email #1,  send #1
  • Else, if not was sent email #2, send #2,
  • ...

And can be painful to maintain (for instance when you decide to change the ordre of the emails or to interpose a new content in the middle of the flow

-Greg

Dan_Gentsch
Dan_GentschAuthor
Level 2
May 15, 2018

Hi Greg,

Thanks for your help. I was able to get everything to work the way I wanted.

Grégoire_Miche2
Grégoire_Miche2
Level 10
May 15, 2018

Hi Dan,

You are welcome.

Please mark the question as answered for future reference.

-Greg

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