Trigger Campaign Best Practices

Version 2

    Issue Description
    Best practices for trigger campaigns.

     

    Issue Resolution
    Trigger campaigns in Marketo look for ANY activity that could be related even if there is a filter or constraint. If you have 10 Clicked Email Campaigns active, and 100 Leads click on an email. Each lead has 10 evaluations to determine if that trigger qualifies. They will still evaluate even if they will not qualify due to constraints or filters.

     

     

     

    Here are some best practices to assure your trigger evaluation step is as quick as possible:

     

    -Turn off any trigger campaigns that are no longer needed. (This will reduce the # of active monitors that will cause evaluations to fire off for a trigger event)

     

          -Note: Once a quarter, Marketo will find smart campaigns that have sat dormant (no people trigger it) for 6 months or more and deactivate them automatically. However you can manually deactivate campaigns on your own.

     

    -Convert Trigger campaigns to Batch if they are not needed for immediate response (for activities or campaigns that can run nightly). Batch campaigns run on a separate component of Marketo's processors which doesn't affect the Trigger qualifier speeds.

     

     

    Each instance's situation can be unique, depending on your support level you may have Mentoring Sessions included with your support package. Our support team would be glad to go over best practices on a mentoring session to give best practices for your instance and also review how you can self-maintain the campaign deactivation through the Campaign Inspector. Reach out to your Customer Success Manager for information on what your support package may include.

     

     

     

     

     

    Who This Solution Applies To