How does the Member of Smart Campaign filter work?

[Anonymous]

This question is to understand how the Member of Smart Campaign filter works.

Scenario: A scheduled batch Smart Campaign A ran in the past and processed 100 leads. There are now 20 more leads that newly qualify for Smart Campaign A’s Smart List, but the batch has not been ran again for those 20 leads. If we create Smart Campaign B and use the Member of Smart Campaign filter to look at members of Smart Campaign A, will Smart Campaign B’s Smart List include 100 leads, or 120 leads? Would it add more members each time there are more leads who qualify for Smart Campaign A’s Smart List?

[Anonymous]

Hey Brooke,

If you create Smart List B which simply references Smart List A, all 120 will show assuming that they all still meet the criteria you set up in Smart List A. If you want to see only the folks who have run through the campaign, then you would use the Member of Smart Campaign filter. This will give you the original 100 that ran through your Campaign. But, this will change as soon as your recrurring batch Campaign runs again on the new 20. Then, all 120 should show in Smart List B. 

You can always add date parameters to ensure you are looking at a specific subset.

[Anonymous]

Just filter those leads that have received that batch send from the new send and you are fine. You can do this with a logged activity. 

You could essentially have two lists:
Smart List Name - Pending Send
Smart List Name - Sent 

This way you can continue to batch send whenever you want.

The other way is just to automate the send and only allow leads to enter the workflow once. 

- Jeff

[Anonymous]

You have the option to schedule reoccuring batch campaigns, so you only have to set up the campaign once, but it will add new leads based on how often you schedule it (daily, weekly, monthly, etc) and on the qualifiication rules.  If you only want the lead to flow through the campaign once, then you can set up this option or you can set it up so that every lead is affected by the campaign every time.  For example, I have a lead scoring batch campaign, that runs daily (scheduled a reoccuring campaign) and each lead moves through the campaign flow once (so the lead score doesn't keep going up every day because the same information is always there).  I hope this helps!