Lead segments, workspaces, partitions...what is the best option? | Community
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A
Anonymous
October 23, 2015
Question

Lead segments, workspaces, partitions...what is the best option?

  • October 23, 2015
  • 2 replies
  • 3371 views

Hi,

Wondering if anyone can help, here's the situation...

I've created a nurturing campaign for specific leads, and I want these leads to only receive nurturing emails. They should not receive any other marketing communications from us.

Here are a few ways I know this could be achieved, but are there any other options?

1) Manually filter these leads out each time a new email is sent.

2) As part of the campaign, add flow actions to remove the leads from marketing suspended before each email is sent, then put them back into marketing suspended between each email.

3) Use workspaces/lead partitions - however, we don't currently have this feature and it's not something I've worked with before.

Does anyone know of any other options? If not, which of these three is the best one?

Any advice would be appreciated!

Thanks.

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2 replies

Grégoire_Miche2
Grégoire_Miche2
October 23, 2015

Hi Ben,

Option 1 works, indeed.

Option 2 does not work, as you will have a very hard time to control that the remove from suspended is done right on time and putting it back to suspended is not done too soon.

Option 3 works well but has a cost, as it may require you to upgrade your Marketo version + the setup of the workspaces.

-Greg

A
Anonymous
October 23, 2015

Thanks...I think the long term solution will be option 3. Option 1, while the simplest, isn't foolproof as we have many people working in our instance of Marketo, so I'd need them to all make sure they add the filter each time. So I am going to experiment with option 2 for now!

Grégoire_Miche2
Grégoire_Miche2
October 23, 2015

Hi Ben,

2 hints then :

  • For the "out of suspended" step, plan the batch a few hours ahead of the stream cast time and the first times, check that the campaign completes in time
  • For the "back to suspended' step, you should better use a "email is delivered" trigger, using your nurturing emails as a constraint.

-Greg

Nicholas_Manojl
Nicholas_Manojl
October 27, 2015

Option 2 isn't so bad.

Maybe this:

What about if you created a Channel called "Nurturing Only Emails".

Then on all your regular campaigns, you have a Send Email step, with a constraint of "program status is "nurturing only emails" --do nothing--. You could programatically assign a lead this status easily enough too.

At least that way if you wanted to break your no-email rule for nurtures, you don't have to mess around with unsuspending them and resuspending them and you won't get whacky "blocked from email" numbers in your schedule tab.

Edit: actually I just went to test this and the constraint only allows you to select a program status from the program the campaign is residing in. In which case I'd probably just figure something out with a smart list.

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