Excluding leads from nurture case based on asset already downloaded

[Dan_Stevens_]

Are you saying we can take any program, anywhere in Marketo and drag and drop the invite email smart campaign into the stream?

That's correct.  We try to keep all of our programs within the main EP tree - but that's just for organizational purposes.  The actual program can live anywhere within the workspace.

Is there a way to insert the email or program into a stream to ensure all the leads get it as their next cast, regardless of where they are in the stream?

Casts are always sent out from the top of the stream.  In other words, leads will always receive the top-most email that they are eligible to receive (aren't members of the program yet).  So with your event emails, simply drag the smart campaign to the very top of the stream and all of your leads will receive this as part of the next cast.

We are also looking at restricting the audience of the invite using the program smart list but wondered what happened to people who didn't qualify.  Do they miss a cast or skip to the next nested program?

This is where many of us have hit a brick wall.  As you can imagine, using programs (instead of single emails) allows for much greater flexibility and better reporting (at the program level).  While it's surprising that this is expected behavior, Marketo has confirmed that if you use filters in a smart campaign to restrict who receives that email in the next cast, those leads that don't qualify will be stuck in an endless loop and will not move on to the next cast (as most of us had expected).  See the following for more info:

• Re: If a lead doesn't qualify for an Engagement Program cast, does it proceed to the next email? (thanks to Josh Hill​ for identifying this)
• Add a Program to an Engagement Program Stream - Marketo Docs - Product Docs
  • The documentation states "You may want to use choices on flow steps to filter people out instead of adding these criteria to smart lists when you nest programs inside of an engagement program." Unfortunately, that's not an option for us since the filter that we use can only be defined within the smart list of a smart campaign; and not as a Choice.  Basically, we need to filter out those leads that are already members of another program.  And that's not possible as Choices within the Flow.  When you use the "Member of Program" choice, you can only choose True/False as it refers to the current program - you can't enter a program outside of the current program.

[Anonymous]

Thank you Dan, this is very helpful!

It's frustrating we can't filter people out using smart lists.  I wonder how much we could use dynamic content in the email instead as a workaround.

[Josh_Hill13]

If the Email Asset ID is the same - that you used the original asset, the lead will not receive the email again if you add it to the Stream.

+1 on the other thoughts here. I worry that this type of situation is often too complex to spend time on.