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Alex_Larkman
Alex_Larkman
Level 2
May 24, 2018
Solved

Updating templates in lead nurture

  • May 24, 2018
  • 2 replies
  • 3145 views

I have some new updated email templates that I am going to add into a lead nurture stream which are to replace the existing emails in that stream. What is the best way to do this? I don't want the new email templates sent out to all the leads who have already been through the stream and have exhausted the content, as they will have already received these emails (just the older, less jazzier versions).

Any advice welcome! Thanks, Alex.

Best answer by Grégoire_Miche2

Hi Alex,

What you want to do it impossible. The control is done on email IDs and you cannot change the template of existing emails. So you will have to create new emails with new IDs...

My recommendation:

  • Recreate new streams with your new emails based on new templates
  • Let people who are in the existing stream finish them and add the new people to the new streams.

-Greg

2 replies

Grégoire_Miche2
Grégoire_Miche2Accepted solution
Level 10
May 24, 2018

Hi Alex,

What you want to do it impossible. The control is done on email IDs and you cannot change the template of existing emails. So you will have to create new emails with new IDs...

My recommendation:

  • Recreate new streams with your new emails based on new templates
  • Let people who are in the existing stream finish them and add the new people to the new streams.

-Greg

    Alex_Larkman
    Alex_LarkmanAuthor
    Level 2
    May 27, 2018

    Thanks Greg,

    Yes, these are completely new templates so have done as you suggested - created new streams and added the new emails to these streams and changed all the smart campaigns to point to the new streams. All up and running now.

    Thanks,

    Alex.

    Kevin_Delgado1
    Kevin_Delgado1
    Level 2
    May 29, 2018

    Hmmm, I would have updated the template when the program isn't running to update the current asset. Or broken the email from the template(small edit in the html) and updated the HTML on the email asset with your new version.

    Since the email asset is still in the stream people who viewed it previously won't get it and anyone new would get the new template version. Marketo streams checks the asset and "persons" who ran through them, not the content or HTML in it.

    SanfordWhiteman
    SanfordWhiteman
    Level 10
    May 24, 2018

    Please move this to Products (this isn't a support space). Move link is at the right.

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