Check out an excerpt from the ebook below written by Erik Heldebro, Chief Marketing Officer at Bambuser and Rachel Noble, Manager Client Services at Digital Pi to learn how they manage engagement program memberships.
Managing Engagement Programs
Nurture programs aren’t just hard to conceive. They can be hard to manage, too, especially if you don’t have a program set up for just that purpose. We call this a Nurture Traffic Controller, and here’s how to build one:
6. Schedule this to run recurring just before the cast of the nurture program(s). If the casts are not consistent, consider scheduling this daily. Remember that the campaign is set so people can only run through once, so you don’t have to worry about this re-assigning everyone to new nurture programs each time it runs.
7. If you don’t have any other nurture programs, you’re done! Otherwise, we need to set up transition rules to get people into the correct nurture program. For each additional nurture program, we need to create a new Smart Campaign to transition leads who qualify:
And that Smart List referenced in Flow step #1?
Now your leads will be in the right Engagement Programs!
Engagement Program Checklist
When setting up your Engagement Programs, here’s a checklist you can use to make sure you have everything you need.
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.