I'm having a difficult time with this new community. I am looking for a simple, step by step on how to build an engagement program. I think i've figured out most of it, but hit a wall with finding the smart list and flow...please help. and please don't provide me with an old link, as none of them work any more. :/ thanks.
Thanks for checking in Scott. I don't see specific instructions to add a smart campaign to the engagement program -that seems to be the missing link- although it is somewhat inferred. In the screenshots provided, I don't even see a smart campaign icon within the contents of the Nurture Program folder.
I'm actually finding myself stuck in a few more ways:
I feel like steps are missing from the Test an Engagement Stream section - I assume I have to activate the content first. But should the program be off for testing purposes? If my smartlist is set up, how can I be sure my leads won't start getting the content while I test?
Are transition rules for moving between streams? Or moving from one email to the next within the same stream? I click on edit transition rules but nothing happens. :/
If I want my leads to get email #2 three days after email #1, is that set in the flow of the smart campaign? I have my cadence set for every day, reoccurring weekly, because new leads will be constantly flowing into my nurture program (as a new lead comes in, they are sent a welcome email. Based on that send, they would be flowed into the nurture campaign 3 days later). Am I on the right track?
Thank you very much.
Are transition rules for moving between streams? Or moving from one email to the next within the same stream? I click on edit transition rules but nothing happens. --Transition rules are for moving in between streams; people will automatically flow from one email to the next within the stream depending on the cadence you set.
If I want my leads to get email #2 three days after email #1, is that set in the flow of the smart campaign? I have my cadence set for every day, reoccurring weekly, because new leads will be constantly flowing into my nurture program (as a new lead comes in, they are sent a welcome email. Based on that send, they would be flowed into the nurture campaign 3 days later). Am I on the right track?
--The recurrence is set by the cadence. I'd recommend sending the welcome email outside of the nurture, then adding them to the nurture program, where the date of their next email will be determined by the cadence that you've set. You can add a wait step if you're having it send every day and don't want them to receive the next email the following day.
Hope that helps!
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