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Re: Activating Default Programs in Engagement Stream

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Julia_Mazur
Level 1

Activating Default Programs in Engagement Stream

Hi everyone, 

I am setting up an Engagement Program and would like to skip an email for members in the stream that meet specific criteria. I know that I will need to add a default program with an email and smart list with that criteria. I believe that the campaign needs to be set as a batch, not triggered off the previous email sending, correct? I am wondering what I need to do to active the program and ensure the email is sent at the same time/day as the other emails in the stream. Would I schedule a recurrence for the same time/day as the cadence of the stream or schedule recurrence for daily?

 

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Carrie_Chandle1
Level 6 - Community Advisor

Re: Activating Default Programs in Engagement Stream

Like William mentioned, you won't "activate" or "schedule" the smart campaign for the nested email send. Once you pull the default program into the nurture stream and activate it (via the nurture stream), you'll notice the smart campaign within the default program to send the email will appear with a green arrow.

 

Carrie_Chandle1_0-1591634273945.png

 

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William_Zimmerm
Level 2

Re: Activating Default Programs in Engagement Stream

Hi there - 

So long as the program is set to a batch campaign, and you've at minimum added a filter for Member of Engagement Program, setting the value to the name of the engagement program in which you are adding the default program, you shouldn't need to worry about scheduling the campaign. The campaign will automatically run it's supposed to run (based on the program's position in the engagement program stream).

William

Carrie_Chandle1
Level 6 - Community Advisor

Re: Activating Default Programs in Engagement Stream

Like William mentioned, you won't "activate" or "schedule" the smart campaign for the nested email send. Once you pull the default program into the nurture stream and activate it (via the nurture stream), you'll notice the smart campaign within the default program to send the email will appear with a green arrow.

 

Carrie_Chandle1_0-1591634273945.png

 

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