Marketo Smart Campaign Best Practices

Vinay_Kumar
Level 4

Marketo Smart Campaign Best Practices

Here are a few best practices:

> Use trigger campaign for low volume actions (e.g auto responder)
> Use as few flow steps as possible for high frequency triggered campaigns
> Use batch campaign wherever possible
> Consider the actions of flow step - multiple qualifying scenarios can be executed via one campaign
> Schedule data management campaigns during low demand times
> Spread out batch campaign schedules
> Deactivate unused trigger campaigns
> Always check the batch campaign member count before scheduling or running a batch campaign

> Deactivate unused recurring batch campaigns

 

Please feel free to add more value to it. 

3 REPLIES 3
JessicaMeyers
Level 3

Re: Marketo Smart Campaign Best Practices

Always check your "qualification rules" (once vs every time vs ever X days) 

Remember that double triggers are ALWAYS "Ors" 

Use "add choices" to get super custom, but remember that the first matching choice applies! 
ALWAYS Test 🙂  

Vinay_Kumar
Level 4

Re: Marketo Smart Campaign Best Practices


@JessicaMeyers, Remember that double triggers are ALWAYS "Ors"  

This is applicable for the filters. We need to set log (Or, and or advance) depending on what we want to achieve. 

 


 

SanfordWhiteman
Level 10 - Community Moderator

Re: Marketo Smart Campaign Best Practices


This is applicable for the filters. We need to set log (Or, and or advance) depending on what we want to achieve. 

Jessica is saying that all multiple triggers are treated as if they have an implicit OR between them. This is something new users don't always understand.

 

Filters have user-configurable ANY/OR, ALL/AND or more complex Boolean logic, but triggers also have a non-configurable OR.