How do I handle flow of leads that enter multiple programs?

Ronn_Burner
Level 4

What is the best way to set up a Smart Campaign in this scenario?

Each PRODUCT is its own individual Engagement Program. I’m showing four programs (A, B, C, D) here but this will become 10-15 individual programs.

If a customer subscribes to ONE product today – they will enter the program for that PRODUCT X and receive a product specific email for three consecutive days beginning the following day: Day 1 (Email #1), Day 2 (Email #2) and Day 3 (Email #3). Each PRODUCT has its own identical program.

Here’s where it gets messy: A customer can subscribe to multiple PRODUCTS simultaneously thus entering them into multiple programs. Email #1 is Operational and serves as a confirmation upon a Subscription per product so I’m fine with them receiving multiple emails on the same day confirming their subscription per product.

However, I do not want them to receive multiple Email’s #2 and #3 on the same day.

Also, at any point a customer can subscribe to a new product so it is possible that they can subscribe to a new product every day for 10 days entering them into 10 of these programs. If they exit PRODUCT A (receive all 3 emails) THEN subscribe to PRODUCT B then it is appropriate for them to then go through that Program receiving that product specific 3 email series.

Basically, the goal is for each Customer to only go through a SINGLE program to ensure they are not hit with multiple emails per day.

What’s the best way to do this? Are there hierarchy rules/logic to determine which 3 email series (program) they should receive if they sign up to multiple subscriptions?

Please and Thank you!

Customer signs up for these 4 products simultaneously:

Day 1 Day 2 Day 3

Ind. Programs Email #1 (Sign-Up) Email #2 Email #3

Product A Send

Product B Send (Receive Email #2 & #3 from only 1 Program)

Product C Send

Product D Send

24 REPLIES 24