Re: Replacing Emails in Nurture Programs

Anonymous
Not applicable

Replacing Emails in Nurture Programs

Greetings friends!

Are there any best practice/recommendations for replacing emails in nurture programs? I need to remove Email A from my stream cadence and use Email B in its place. How do I tell Marketo, if a lead already received Email A, do not send Email B? Can I insert a Smart Campaign into Nurture Streams? And if so, what trigger should it listen for?

4 REPLIES 4
Roxann_McGlump1
Community Manager

Re: Replacing Emails in Nurture Programs

Hello Stacy,

You can place Email B inside a child program (using the Default program type, not the Email Program) and place that program in the stream.  Inside the program would be a Smart Campaign that is called by the Engagement Program cast.  The Smart List of the campaign would include the filters "Member of Engagement Program = True" and "Not was Sent - Email A".  If you want people who received Email A to seamlessly skip the child program with Email B in it, you could make them all members of the child program, which is how the Engagement program marks the child program as "sent".

Anonymous
Not applicable

Re: Replacing Emails in Nurture Programs

Thanks, Roxann! Very helpful! The emails are both indeed already members of a Default program, tracking (and reporting on) engagement with the web content asset. So this makes sense and fits perfectly with what we are already doing! Thanks again!

Anonymous
Not applicable

Re: Replacing Emails in Nurture Programs

One last question! When I activate the Smart Campaign, won't it send immediately to all affected leads? Ideally, it would wait for my next scheduled cast.

Roxann_McGlump1
Community Manager

Re: Replacing Emails in Nurture Programs

Hi Stacy,

The campaign in the child program is generally not a trigger campaign so it doesn't get activated.  It should be a batch campaign that is run by the engagement program on each cast.  If you have a batch campaign that is called by the program, it won't go immediately, it will only go when the next cast calls it.