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Engagement program for software users moving through trial

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Anonymous
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Engagement program for software users moving through trial

We are new to Marketo. I understand basic engagement programs but want to set up something more complex and need some help!

We have a free 15-day trial of our software, and want to use email to nurture users through their trial. As trial users of our software go through their trial, we track their progress as "stages" (custom Salesforce opportunity field). Some emails will go out to all users (i.e. welcome email on day 1), and some will only go to people who are at certain stages on certain days (i.e. if not past stage 1 on day 3, send email x).

I'm having trouble figuring out how to set this up in Marketo, and can't find any docs that address it. Any guidance would be appreciated!

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Anonymous
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Re: Engagement program for software users moving through trial

Got an answer for this from our Consultant. It's not an engagement program, it's a Default/Email Blast program. You set up all the emails in a smart campaign flow. Then you add smartlists based on stage. If an email send is based on stage, you "add choice" and do "member of smartlist" - if they are a member, send one email, if not send another.

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Anonymous
Not applicable

Re: Engagement program for software users moving through trial

Got an answer for this from our Consultant. It's not an engagement program, it's a Default/Email Blast program. You set up all the emails in a smart campaign flow. Then you add smartlists based on stage. If an email send is based on stage, you "add choice" and do "member of smartlist" - if they are a member, send one email, if not send another.

View solution in original post