Creating a Birthday Campaign with Recurring Batch

Creating a Birthday Campaign with Recurring Batch

I've found info on creating campaigns to send an email on a client's birthday. The campaign is launching correctly. However, we have more campaign members added and I did not see the list increase. The original run started @ 626 with 549 in waitstep. Once we update the DOB for clients the members should be 1,347 with others in the pending waitstep.

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The Flow step is the same for both - just a different email sent.

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I have 2 Trigger Campaigns since the groups need to be separated for 2 different emails:

1 group has 1,247 members, the other will be 100 members.

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The trigger campaign that has 626 members worked without stacking the Data Value Changed trigger + filter - we want to make sure it is secure - so we added the filter to the logic. The remaining logic that you do not see has filters used for most campaigns and have worked in the past.

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The recurring batch has 1,246 and is scheduled for every day @8am. 

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The second Recurring batch has 100 members.

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Yet, this is not showing for the trigger campaign

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#recurring batch campaign#birthday#trigger smart campaign‌  #campaign is requested

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Take care,
Tamara J
3 REPLIES 3
Highlighted
Level 3

Re: Creating a Birthday Campaign with Recurring Batch

This is kind of difficult to visualize and I feel like Marketo documentation doesn't do the concept justice. When you're using filters with triggers for a smart campaign, whatever filters you designate is the group Marketo will listen to for the triggers to occur. In this case, your trigger campaign is:

Listening to everyone whose date of birth went from empty to not empty (Filter)

For the action of date of birth data value changing from empty (Trigger)

That said, are you saying that the member numbers aren't adding up for your smart campaigns?

Highlighted
Level 10 - Community Moderator

Re: Creating a Birthday Campaign with Recurring Batch

This is kind of difficult to visualize and I feel like Marketo documentation doesn't do the concept justice. When you're using filters with triggers for a smart campaign, whatever filters you designate is the group Marketo will listen to for the triggers to occur. In this case, your trigger campaign is:

 

Listening to everyone whose date of birth went from empty to not empty (Filter)

For the action of date of birth data value changing from empty (Trigger)

Eh... that's not really how it works. (I'm not just nitpicking, if you conceptualize it that way you won't be aware of some edge cases.)

Listeners aren't attached to everyone who matched the filters in the past. (That would destroy performance if it were so, it would be in practice impossible to build a system like this.) Triggers listen for activities in the now.

Highlighted

Re: Creating a Birthday Campaign with Recurring Batch

Good insight - thank you, the great news is the campaigns worked as anticipated. The recurring batch populated the campaigns, the wait steps show the pending sends - so we are good to go. Checking our emails sends over the weekend, and they were perfect.

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Take care,
Tamara J