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Triggering half a smart list?

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Allison_Proehl
Level 3

Triggering half a smart list?

Is it possible to trigger half a smart list?

I want to set up a nurture campaign for my sales reps who would also be calling these leads. However they wouldn't be able to handle all of the leads at the same time, so I'd like it to send 100 leads in the first week and then another 100 in the second week. Is this possible within 1 smart list?

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Rachel_Noble
Level 8

Re: Triggering half a smart list?

Gotcha! In that case, I would set up the following smart campaign:

     Smart List: Member of Smart List (reference your audience)

     Flow:

pastedImage_0.png

Then, add the first list to the stream (you can either do this manually or set up another smart campaign) and wait until the first cast has gone, then add the the second list (you can use a scheduled smart campaign for this as well if you don't want to have to remember to do it).

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8 REPLIES 8
Rachel_Noble
Level 8

Re: Triggering half a smart list?

Yep! Is it a true nurture stream, or is it just the one email? If it's only one email, you can use a Random Sample constraint in "send email", add a wait step​, and then send the email to anyone who hasn't received it yet.

You can accomplish this in a nurture stream (a slightly more complicated setup but not terrible), but it could get complicated if you're trying to stagger the inflow of leads and sending out weekly emails.

Allison_Proehl
Level 3

Re: Triggering half a smart list?

Rachel, I'd like it to be true nurture stream over a 5 week period. What' the more complicated approach?

Rachel_Noble
Level 8

Re: Triggering half a smart list?

Hey Ali,

Do you want the audience to go through the stream separately (half goes through all 5 weeks and before the other half hits week 1) or for the lists to be staggered by one week, so that on Week 2, half the audience gets email 1 and the other half gets email 2?

The approach will depend on that answer.

Rachel

Allison_Proehl
Level 3

Re: Triggering half a smart list?

Option 2, I'd like for the lists to be staggered by one week, so that on Week 2, half the audience gets email 1 and the other half gets email 2

Rachel_Noble
Level 8

Re: Triggering half a smart list?

Gotcha! In that case, I would set up the following smart campaign:

     Smart List: Member of Smart List (reference your audience)

     Flow:

pastedImage_0.png

Then, add the first list to the stream (you can either do this manually or set up another smart campaign) and wait until the first cast has gone, then add the the second list (you can use a scheduled smart campaign for this as well if you don't want to have to remember to do it).

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Josh_Hill13
Level 10 - Champion Alumni

Re: Triggering half a smart list?

Once you have the static lists, you can simply setup a batch entry to do

List 1 Add to Engagement S1

Wait 7 days

List 2 Add to Engagement S1

etc

Allison_Proehl
Level 3

Re: Triggering half a smart list?

That makes a lot of sense, thanks for your input Josh.

Allison_Proehl
Level 3

Re: Triggering half a smart list?

Thanks Rachel. I'll probably try to schedule a smart campaign so I don't have to remember each week. Thanks for your help!