Engagment Programs with Dynamic Cadences

Engagment Programs with Dynamic Cadences

There are so many features I love about the new Engagement Programs, except I cannot use them due to one important factor: The send cadence is static, and doesn't change based on when a member is added to the program. I would like to begin sending my stream content dynamically - based on when someone was added to the engagement program - without building yet another date field and separate programs with smart campaigns and wait steps to read a 'date added' field and enter the lead into a wait step. Allow me to elaborate with context...

I have "nurture" or "drip" programs where the lead added to said program receives an email every 2 weeks on a Tuesday. These programs run perpetually, and each lead that becomes a member starts receiving content 2 weeks after being added to the program, on the next available Tuesday. I chose that specific day because we don't have regular emails that go out on that day (don't want to overwhelm anyone in multiple campaigns with too many emails from us on one day). I've been successfully using default programs with trigger smart campaigns (added to list) and wait steps to achieve this effect for a while.

I tried to migrate my nurture/drip programs to Engagement Programs, but I was unable to because the stream cadence is a set date from when the program is activated. For example, you set the cadence to send every 2 weeks on a Tuesday, and you activate the program at the start of a month. No matter when a lead becomes a member of that program, they will all receive the first content in the stream 2 weeks on the next available Tuesday after you activated the program. The program will show you all of the upcoming send dates, but they are static. This will not work for me.

Leads become members of my programs on a "rolling" basis, in other words, leads become members every day, and the cadence "countdown" needs to start from when they were added. It needs to be "dynamic" or "custom." I ran into the problem of a lead becoming a member of my engagement program the day before the set scheduled cadence was to send the first piece of content (without realizing that was happening) - which was too soon for them to receive content.

I need an Engagement Program that will automatically refer to the date the lead became a member of that program and begin the cadence "countdown" from then, so that each lead has a "dynamic" or "custom" cadence. I don't want all of the members of my engagement program to receive content on the exact same day, without regards to when they became members! I also don't want to create a complex work-around just to achieve this effect and be able to use engagement programs - I'm back to using my tried-and-true, old-school default programs.

Please vote this idea up - I cannot be the only person who wants automation with dynamic cadences...
4 Comments
Anonymous
Not applicable
Anonymous
Not applicable
Great call Sarah - I'm new to Marketo but have used Eloqua in previous companies and this functionality is standard in their software.  I brought this same issue up in my training classes and was hit with the feeling that Marketo built this functionality to make things easier for the marketer or software but not for the true business cases of how we utilize nurture.  Being able to do this without a huge workaround (which looks smart, Adam but needing to swap out profiles by week seems ridiculous) should be something that is easily done in the software.  
Anonymous
Not applicable
I'm using the standard cadence at my new company. Not going through the effort of what I put in above. 

I agree that this should be a standard feature, but I'd rather see it adaptive dynamic based on response. If they open the previous email, if they ignore it, if they click, changing the follow up rates based on their action. I suspect that when Marketo does a better job of tightening conversion up, things like this will become more possible.
kh-lschutte
Community Manager
Status changed to: Open Ideas