The Ability to "Check" Someone Back into a Drip Campaign | Community
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Anonymous
April 29, 2013
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The Ability to "Check" Someone Back into a Drip Campaign

  • April 29, 2013
  • 3 replies
  • 1126 views

We have created a fairly large drip campaign for our Sales team. The campaign is made up of three stages, and leads will be "check out" of the campaign, depending on whether the Sales team is able to contact them. Our campaign is setup so that once the Sales team "checks out" a lead, they cannot check them back into the drip campaign. The Sales team has mentioned wanting the option to check them back into the campaign. Does anyone know if this is possible?

Thanks!


Andrea

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Best answer by

In the smart campaign of your trip campaign, add a trigger that watches for data value changes on that field where the new value is "false." That will qualify your leads to re-enter the flow.

The tricky part is that the lead will go through the entire flow again, not pick up where they left off. So if you have "send email" flow steps in that smart campaign, add a constraint to that flow step that says "If not was sent email is this one, then send this email" otherwise, do nothing. This way they won't receive the same email twice and will progress to the next flow step.

 

3 replies

A
Anonymous
April 29, 2013
Anything is possible! You just have to understand the logic behind how your campaign is currently running. When someone is "checked out' of the campaign, what happens to the lead record that flags it for removal? Is a box checked? Are they added to a smart campaign? Whatever that identifier may be, you need to find a way to reverse it for the "check-in."  If you're not the person who set up the drip campaign, I'd reach out to whoever did.

A
Anonymous
April 29, 2013
Based on the Sales team checking a box in SFDC (the campaign trigger), we remove them from the campaign flow (the flow step). The reversed would be based on the Sales team unchecking that same box in SFDC, we would then add them back to this campaign flow. However, there doesn't seem to be a way to "add to the flow" in Marketo. Thoughts?
A
Anonymous
Accepted solution
April 29, 2013

In the smart campaign of your trip campaign, add a trigger that watches for data value changes on that field where the new value is "false." That will qualify your leads to re-enter the flow.

The tricky part is that the lead will go through the entire flow again, not pick up where they left off. So if you have "send email" flow steps in that smart campaign, add a constraint to that flow step that says "If not was sent email is this one, then send this email" otherwise, do nothing. This way they won't receive the same email twice and will progress to the next flow step.

 

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