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April 19, 2016
Question

Replacing Emails in Nurture Programs

  • April 19, 2016
  • 2 replies
  • 2201 views

Greetings friends!

Are there any best practice/recommendations for replacing emails in nurture programs? I need to remove Email A from my stream cadence and use Email B in its place. How do I tell Marketo, if a lead already received Email A, do not send Email B? Can I insert a Smart Campaign into Nurture Streams? And if so, what trigger should it listen for?

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2 replies

Roxann_McGlump1
Level 5
April 19, 2016

Hello Stacy,

You can place Email B inside a child program (using the Default program type, not the Email Program) and place that program in the stream.  Inside the program would be a Smart Campaign that is called by the Engagement Program cast.  The Smart List of the campaign would include the filters "Member of Engagement Program = True" and "Not was Sent - Email A".  If you want people who received Email A to seamlessly skip the child program with Email B in it, you could make them all members of the child program, which is how the Engagement program marks the child program as "sent".

April 19, 2016

Thanks, Roxann! Very helpful! The emails are both indeed already members of a Default program, tracking (and reporting on) engagement with the web content asset. So this makes sense and fits perfectly with what we are already doing! Thanks again!

Roxann_McGlump1
Level 5
April 20, 2016

Hi Stacy,

The campaign in the child program is generally not a trigger campaign so it doesn't get activated.  It should be a batch campaign that is run by the engagement program on each cast.  If you have a batch campaign that is called by the program, it won't go immediately, it will only go when the next cast calls it.