Skip to main content
Anonymous
August 8, 2013
Question

Engagement Campaigns - "Skipping" emails to those who have the content already?

  • August 8, 2013
  • 3 replies
  • 721 views

Hello,

I'm very new to Marketo and have just finished the Foundations Course. I'm struggling with setting up a campaign. We have a series of e-book offers that we'd like to send our leads periodically. Since the leads can jump into the flow/stream at any e-book offer, I don't want them to get an email offering them an e-book that they've already downloaded.

I am attempting to NOT send an email if they've filled out that particular e-book form. I haven't been successful yet. Can anyone point me towards documentation or tell me what they've done for this situation?

Thanks!
Carrie

This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.

3 replies

Anonymous
August 8, 2013
You can create a set of static Lists to which you would add anyone that downloads an ebook.  Then your smart campaign that sends the email for a particular ebook would use a "Member of List not in xxx" filter or constraint on the Send Email flow action.
Anonymous
August 8, 2013
@Carrie - are you trying to use the new engagement engine functionality to accomplish this?
Anonymous
August 8, 2013

@Cheryl, I've tried both a smart campaign and an engagement program. Still not really sure which is the better option. 

It seems easier to use Elliott's advice and set this up in my smart campaign:

Send Email
Choice 1
IF: Member of Smart List > "not in" > Downloaded XX E-Book
EMAIL: XX E-Book Offer

Default Choice
EMAIL: ??

This is where I'm getting confused. Is the default choice going to send to anyone who is not on my selected smart list?
 

Thanks Elliott and Cheryl!

Carrie

Terms & ConditionsAccessibility statement

Loading footer...