🗣️ [Mentor Erin Pollack] 🌟 Adobe Marketo Engage Community Mentorship Program 2024 🌟

[sadhanaravuri34]

@JeffHensiek - You are my saviour, Jeff! Thanks a ton! I will keep you guys posted with my score! 😄

[JeffHensiek]

Good Luck.  You're going to do great.

The tool gives you about an hour to complete the practice exam.

[laevinsdad]

Crushed it! Nice!

[JeffHensiek]

General question for the group.

We're looking to track product sales in a 'rolling' fashion (e.g., rolling 30 days), and we're having difficulty with it.  This is a little involved... so, here are some relevant details:

Our instance of Marketo doesn't have a CRM

We have a custom object and all of our product purchases are in the custom object - lumped together (they are separated, but when querying, we are querying the entire object and not just a single new product that was purchased).

We're trying to track the overall success of our onboarding campaigns as they relate to upselling products. For example:  Member/Custom:

• Buys product on January 1
• Receives welcome email on January 2 (our instance of Mkto is populated with a nightly push of data - through an API - from our Business Intelligence Team).
• Auto enrolled into a nurture series (1 email per week)
• Purchases additional product on January 15

Our question is how to track this in an ongoing manner.  Because, Member #2 would have entered the same process starting on January 2 after making their purchase (welcome email on Jan 3).

One option - a very manual option - is to create a smart campaign and adjust it daily (ugh).  Filters include:

• Received email on January 2
• Purchased product between January 3 and Feb 3 (a 30 day window).

This flow could be manually adjusted each day for a new 30-day window.

However, I'm looking to have this more automated so that I don't have to adjust it daily.

Thoughts from the group???

[sadhanaravuri34]

Hey @JeffHensiek 

This is just a fair shot from me!

I am thinking of a combination of a trigger campaign and an engagement programme with the below logic:

Engagement program:

I would set a stream cadence that the person should receive a monthly email on the 30th day and set the communication limit to 1; stop the email send once the limit is exhausted.

Trigger campaign:

Smart list: Person made a purchase

Flow: add to the above engagement programme.

I am conscious that the engagement programme might not serve the automatic 30 day email trigger. For example, I might not be receiving the email exactly on 3rd July if I make a purchase today, however, I feel this combination could work. Would love to know the solution your team is implementing. 🙂

[JeffHensiek]

Thanks for the suggestion... I do like the idea of creating a trigger campaign... that's a good thought.  I'll have to see if I can play around with that logic a little.

A quick additional piece of clarity for everyone... This is an onboarding email series.  The members would need to get an email based on the day that they make a purchase (e.g., the day after they make a purchase).  While I like the Stream idea... my hurdle there (at lest, how we've implemented Streams in the past) is that we trigger a cast based on a particular day of the week (e.g., Tuesday).  Is there a way to make a stream more dynamic (e.g., a cast on a particular cadence?  e.g., send email on day 1 - wait 3 days - send email - wait 7 days - send email - wait 19 days - send email wait 31 days, etc.)?

[sadhanaravuri34]

Hi @JeffHensiek 

I am assuming we could incorporate Smart lists in the Engagement streams.

Would let others chip in as well

[tshewang]

Hi @JeffHensiek - One way is to use multiple streams and set the Transition Rules to pull the lead based on Email Delivered trigger + Wait step. 

[amackenzie1]

Hi all!

My name is Alexa, I'm currently the Marketing Operations Specialist at a finance company in the Washington, DC area. I've been working with Marketo for about 2 years now, and I'm excited to expand my skillset within the platform!

@ErinPollackQ2 Are we going to be given weekly assignments/modules? I'm unclear on what we're supposed to be working on this week. 

I look forward to connecting with all of you!

[sadhanaravuri34]

Hello @amackenzie1 

Nice to meet you. Welcome to the team.

I have the same query regarding our assignments further @ErinPollackQ2