How to modify smart campaign for programs in engagement programs

[Dan_Stevens_]

What if the lead never received the email cast BUT already engaged with the content on our site?  We wouldn't want them to receive the email to promote content they already consumed.  Would we have to create a separate program to capture those members who consume our content via other channels (e.g., website, social, search, etc.)?  And then create this filter in the smart list of the email program within the stream?  If we used the email program within the stream to capture all program members, we would be giving all attribution credit to the email channel - which isn't the case.

[Anonymous]

Hi Dan S.,

Assuming you have 2 Programs for that piece of content:

1. Content Channel tracking promotion on your site - Lead has downloaded and reached Success
2. Email Channel Program for use in the CEE - When a lead is marked in Program 1, also make them a member of this program, but not a "Success" status.

There are a number of ways to do this, but the fundamental issue is that the Program that the email is being sent from needs to have that lead as a member in order to skip it in your Stream. Just don't mark them as Success in that 2nd program so that your reporting is correct.

[Dan_Stevens_]

Thanks Dan.  So would a potential solution be to add a new non-success program status to this channel (e.g., "engaged in other channel") to capture these leads properly?

[Anonymous]

Yep, or simply "Member" or whatever you'd like.

[Anonymous]

On a similar topic -- for an engagement program that uses a program as the asset, will Marketo automatically change the members' engagement program status to Email Blast > Opened or Email Blast > Clicked based on their behavior, or should that flow step be added to a trigger smart campaign within the email program?

Thanks!