I know engagement programs can get complicated but I've done a few of them in Marketo and have some active now, but this latest engagement program I built, I can't get it to actually cast the emails and I can't figure out why.
Marketo support mentioned that contacts who are members of the nested programs won't get casts, but I don't have any members in my nested programs, so that's not the answer. Can anyone help?
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Marketo support mentioned that contacts who are members of the nested programs won't get casts
The program doesn't need to be nested. I guess the correct wording would be: Persons who are already members of the Content Program won't get casts.
Might that be the case here? I don't think you can ever use a program status change in a Content Program to trigger an Engagement Program send.
Sorry if I am off here. It's hard to re-engineer your whole process. 😉
But that's what I don't get. I don't have anyone in the email program. I do have folks in the engagement program waiting to be cast to, but the emails just aren't sending.
Hi @Stephanie_Berr2 Based on your smart list within the nested program, the records need to be on the Marketable smart list or on your static seed list. Did you confirm that all 5 records are on the Marketable smart list or even the seed list so they meet this logic?
If they aren't, that would be your issue.
Hello @Stephanie_Berr2 ,
Starting from screenshot #6. Go to the next tab "schedule" and see what it says next to : "Set to affect around"
@Oz_Platero Screenshot #6 is actually for the second email in the stream. On the schedule tab this is currently showing that it will affect 0 leads. But if I look at the first email in the stream, it also shows that it's set to affect 0 leads, even though there are 5 test leads in the engagement program waiting to receive that first email.
even after contemplating on your setup some more I don't find the error. One last try: Can it be you're violating global Communication Limits? Have you looked at the Activity History of your 5 test records to see if there's any indication as to why the email wasn't sent?
And two opinions on your general setup:
1. On 05-Email 1 Program Sent Smart List, you have the filter "Engagement Program Cadence = Normal". I think it's redundant, so I'd remove it. Engagement Programs will send to normal cadence persons only anyways.
2. I personally - and I know many others have expressed the same preference here - don't like how Marketo visualizes Transition Rules. That's why many people opt to not use them, but place all transitions in standard Smart Campaigns in a folder like "Nurture Control" underneath your Engagement Program. You can name these Campaigns, so it becomes instantly apparent what they are doing.
I looked in the activity history of these leads, they haven't hit the communication limit. The leads do show that the email from stream 1 was sent to them in the test, but that email never made it's way through to the inbox (spam or otherwise).
I like your idea about the transition rules, so I've created a separate campaign to manage that action. However, I'm not able to clear out what I have currently in the transition rules in the stream. Is there a trick to remove these now that I'm missing?
Yes, that's funky too. You just have to delete the filters. The triggers can't be deleted, they will magically go away after you delete the filters.
One more try: Your 5 leads don't happen to have "Unsubscribed = TRUE"?