I've been tinkering away at an abandoned quote program for a while now, and i can't seem to get the flow steps working correctly.
Essentially, what we want to do is:
The way I’ve currently got the campaigns set up, the leads are being added to the ‘Abandoned Quote list’ even if they’ve purchased from us.
Any ideas on getting the flow steps working correctly?
Without knowing the fields you have available or how those records are sent to Marketo, there's not much we can help with.
It sounds like your main system needs to identify leads as Converted-Purchased vs. In Quote Process or whatever you call it. Only then will Marketo know how to handle them.
I'm assuming your dropped cart process has the lead provide contact info and it properly discloses they are giving permission for emails and follow ups.
Our main system pushes the policy/sale record to Marketo, once there has been a conversion. e.g. the field 'Policy_Number' is updated. Nothing is updated in Marketo if no conversion/sale is made.
This is what is currently in play.
Campaign #1 (Add to cart/quote), smart list:
Campaign #1 (Add to cart/quote), flow:
Campaign #2 (Abandoned cart/quote), smart list:
Campaign #2 (Abandoned cart/quote), flow:
Campaign #3 (Send email), smart list:
Campaign #3 (Send email), flow:
There are also campaigns 4 & 5 which is used to remove the leads from the above lists if a conversion is made or email sent. These campaigns are working fine.
What is not working correctly is campaign #2 is adding leads to this even if the lead has had a converted sale.
Campaign 2 is not doing what you want because it should be a batch, not a trigger. You are telling it to only look at people when they are Added to the List AND NOT Visited that page in the Past Day, but you only Add to List when they DO Visit the Page.
So of course Marketo will ignore this.
I highly recommend reconfiguring this as a set of Campaign Is Requested flows or a Batch to handle your situation.
As you can see, this requires one flow and is less taxing on the system. It also guarantees you only hit people who are still Abandoned instead of needing to Remove them later.
Now, if you really want to send an email in two hours, you can do