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Re: Program Status Smart Campaign - One Smart Campaign

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Anonymous
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Program Status Smart Campaign - One Smart Campaign

Hello Everyone,

I have a quick question.  When setting up triggered smart campaigns to change a leads program status I see that a lot of companies I have worked with will used multiple triggered smart campaigns (see below for example).  Wouldn't it make more sense to just use one triggered smart campaign and allow the lead to run through it every time and seeing that a Lead cannot move backwards in a program status there should never be an issue?  I have included screen shots below.  Any feedback as to why this would not be the best practice or validation that it is the best way would be greatly appreciated.  Thanks.

Multiple Trigger campaigns to change status.

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One Triggered campaign to change for all statuses:  (lead can run through flow every time)

1.  Smart List determines action by lead (opens email, clicks email, etc.) and filters on the specific program (Sample).

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I know that you should not use multiple program status for email programs (opens, clicks) as this can be seen in the performance report.  I am just using this as an example.  Thanks.

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Accepted Solutions
Grégoire_Miche2
Level 10

Re: Program Status Smart Campaign - One Smart Campaign

Hi Eric,

That is not the right way to go, since the events that should define the member statuses are different. If you set one smart campaign, it will fire each time any of the event occurs, overloading you instance with totally useless smart campaigns.

Furthermore, imagine that the same triggering event occurs twice, the SC will also fire twice, and yet, the member status should not change. You will have a hard time controlling that the statuses are not changed on the wrong event.

Much simpler to set it:

1 event -> 1 status -> 1 smart campaign

-Greg

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3 REPLIES 3
Grégoire_Miche2
Level 10

Re: Program Status Smart Campaign - One Smart Campaign

Hi Eric,

That is not the right way to go, since the events that should define the member statuses are different. If you set one smart campaign, it will fire each time any of the event occurs, overloading you instance with totally useless smart campaigns.

Furthermore, imagine that the same triggering event occurs twice, the SC will also fire twice, and yet, the member status should not change. You will have a hard time controlling that the statuses are not changed on the wrong event.

Much simpler to set it:

1 event -> 1 status -> 1 smart campaign

-Greg

Nicholas_Manojl
Level 9

Re: Program Status Smart Campaign - One Smart Campaign

The first matching choice will be the one that is used in the flow step.

So in your example, if someone clicks link in email (any), then they'd be in the "filled out form" status. The flow would ignore the rest of the steps.

Mikes_Jones
Level 8

Re: Program Status Smart Campaign - One Smart Campaign

I too pondered that a while back but learned that it's not feasible. Also, as pointed out above, Marketo only takes into consideration the first matching flow in a series of "If ___ then ____".