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Nesting an email program in default Marketo program (multiple email sends)

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janerusnak
Level 2

Nesting an email program in default Marketo program (multiple email sends)

Hi there, 

Would anyone please be able to help me wrap my head around the set up of Nested email programs within default program?

The goal: product promotion with drip emails on specific days, not reoccurring. Each email has an A/B test subject line. The Main Program syncs and updates statuses in a Salesforce campaign, like Open, Clicked, Visited landing page, Filled in the form.

I'm using Email programs to have analytics for every email, however in Salesforce I want to know the overall success of the Main program, not individual emails. 

Screen Shot 2022-01-27 at 8.30.05 PM.png

Questions:

1. At what point and how I make the audience of Test Email 1, Members of the Main Program?

2. Should each nested email program have smart campaigns to sync appropriate status to SF and update the member status of the Main campaign?

3. Can I have smart campaigns that update statuses for the Main campaign based on the performance of individual emails, outside of nested programs? (like shown on the image)

Screen Shot 2022-01-27 at 8.33.42 PM.png

 

4. Is there anything else I need to consider when nesting email programs within default program?

Thanks in advance for you input!


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Katja_Keesom
Level 10 - Community Advisor

Re: Nesting an email program in default Marketo program (multiple email sends)

Hi Jane,

Not sure I would have chosen this set up, but I guess it works.

Regarding your questions:

  1. You can make people member of the main program using a flow step. At which point you do so is up to you and there are several ways to look at that. Either the moment the email is sent or delivered would be the most logical trigger I'd say.
  2. Yes, that would be the most logical set up.
  3. Absolutely, that is no problem.
  4. With multiple emails being able to update similar statuses on the main campaign, I would make sure that the smart campaigns in the main program only update the status if that was not already done before. So add a filter to your smart list to say the program status should not already be the status you are updating to or higher. That avoids people going through the flow unnecessarily.

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4 REPLIES 4
Katja_Keesom
Level 10 - Community Advisor

Re: Nesting an email program in default Marketo program (multiple email sends)

Hi Jane,

Not sure I would have chosen this set up, but I guess it works.

Regarding your questions:

  1. You can make people member of the main program using a flow step. At which point you do so is up to you and there are several ways to look at that. Either the moment the email is sent or delivered would be the most logical trigger I'd say.
  2. Yes, that would be the most logical set up.
  3. Absolutely, that is no problem.
  4. With multiple emails being able to update similar statuses on the main campaign, I would make sure that the smart campaigns in the main program only update the status if that was not already done before. So add a filter to your smart list to say the program status should not already be the status you are updating to or higher. That avoids people going through the flow unnecessarily.
janerusnak
Level 2

Re: Nesting an email program in default Marketo program (multiple email sends)

Thank you, @Katja_Keesom!

 

What set up would you choose in my case? I always used flow steps to send drip emails at specific times, but recently the team was changing the delivery days and times the last minute and i had no idea it's not as simple as changing the time and day of the delivery in the flow step (you have to remove people from the smart campaign, than create a new SC with correct flow steps). So I'd rather use individual email sends to be on the safe side. Plus there is no option to A/B test anything in the multiple email send programs set up through flow steps. 


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Katja_Keesom
Level 10 - Community Advisor

Re: Nesting an email program in default Marketo program (multiple email sends)

I would use two emails instead of the nested programs. Your email performance will be shown per email in that case as well and you can run your subject line tests with a champion / challenger set up.

janerusnak
Level 2

Re: Nesting an email program in default Marketo program (multiple email sends)

Got it. The problem is that there is 8 email in this drip. Thank you for the reply and point 4 in initial post. I'll try the nested program set up. 


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