Onboarding/Welcome emails

Anonymous
Not applicable

Onboarding/Welcome emails

I am new to Marketo, and currently setting up a series of emails to onboard new customers to a product. There are 5 emails in the series at the moment, and we are wanting to have them 5 working days apart. Customers will be continuously added to the programe from a overnight batch file upload, where I see using a filter on "product = x", "start date = yesterday".  If we do modify the content or add another email in, I do not see the requirement to send this email to the customer, if they have finished the series.

My question is, is it best to do this as a nurture or a trigger campaign.

4 REPLIES 4
Jessica_Kao3
Level 10 - Champion

Re: Onboarding/Welcome emails

I would recommend using the engagement nurture program.  Set the cadence to weekly on whatever day (i.e. Wednesdays at 9am)  The nurture program will allow the best flexibility to add additional emails, pause, change the order etc.  Add people to the nurture via a trigger campaign with the criteria that you have listed.

Josh_Hill13
Level 10 - Champion Alumni

Re: Onboarding/Welcome emails

Hi Jessica, I disagree a bit here because of what he's asking is an irregular cadence.

  1. Batch flow runs and does several things
    1. Send Email 1
    2. Wait X time until Y day and Time
    3. Add to Engagement where then the cadence is set to once a week.  BUT, this can also mean that 2 emails go out close together in many situations. Does it really have to be 5 days?

OPTION 2

  1. Batch flow runs and does several things
    1. Send Email 1
    2. Wait 5 days
    3. Send Email 2
    4. etc...
  2. As Jessica noted, this is harder to maintain over time.
Anonymous
Not applicable

Re: Onboarding/Welcome emails

Thanks Jessica - the idea is that the person gets a email as soon as they purchase the product, the day after actually and then want them to continuously move though the programme, so email 1`needs to go the next day, then email 2, 5 days after then etc. With nuture can it only be set-up to go out on a certain day?

Nicholas_Manojl
Level 9

Re: Onboarding/Welcome emails

Yes and no. You could do a few streams with different cadences and pass leads to the various streams.

But you might as well just do it the old way with a bunch of programs:

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Each program has a campaign that sends an email, waits, and then requests the next campaign in the series.