Ability to check qualifications before each send in a CEE

Ability to check qualifications before each send in a CEE

I have come across at least two scenarios that have made the CEE difficult to work with based on the single qualification step at the front end...

1) if you are repurposing content in a nurture program that is also on your website or in syndication, there is a chance that the lead has already been presented with or downloaded that offer in a different program before entering a CEE. The current logic of "not sending to a lead if they already received that specific email" does not help in this situation. We have clients that use lists to track content consumption and anytime a campaign is run that offers a piece of content, they reference those lists to make sure the same offer is not sent to people that already downloaded it....in the current CEE structure, we cannot reference those lists to make sure that someone who already downloaded the white paper in Email #2 does not get the offer again.

2) the Second scenario is when subscription management is implemented. If someone does not want to receive webinar invites, and Email #3 of the CEE is a webinar, there is no way to prevent that touch from being sent in the current structure.


As a work around, we are nesting programs (rather than just emails) in the CEE so that we can reference smart lists before each send -- but this ends up impacting the Engagement Score....would love to see this as a supported feature in the CEE itself without posing any reporting issues
2 Comments
Anonymous
Not applicable
Hi Julie,

Regarding #1, if you use programs inside engagement and you add leads to the membership of the program when they have received content from the website, the cadence will skip the content and move on to the next content in the stream.  So this program will need to have listening campaign that then adds leads to the membership (using program statuses) of the program.

Regarding #2, the engagement score can be calculated on a program - it looks at membership and success only.  So it does calculate differently than standalone emails.

Thanks,
Cheryl
kh-lschutte
Community Manager
Status changed to: Already have it