Hi Josh. Thanks for your thoughts, but I am not overthinking Programs. However, I guess I did not communicate the issue effectively, and have clarified the problem in my original post. We already have operational Alert campaigns to handle alerts to sales reps, and know that those kinds of tasks belong to operations. The question at hand is one of marketing activities and "reporting," and whether Programs must be approved in order to be useful.
Here's a breakdown of the Option 1 Program and how its various assets are being used:
Option 1 Email Send Program:
eMail Send Program (Audience = Smart List LIST - Leads for SR1 , Email = EMAIL - From Sales Rep 1, Scheduled, Approved)
Campaigns:
01 - Send Email 2 (trigger)
Trigger: Email is Delivered: EMAIL - From Sales Rep 1
Smart List: LIST - Leads for SR2
Flow: Send EMAIL - From Sales Rep 2
02 - Record Opens (trigger)
Trigger: Opens either email
Flow: Change Program Status: Email>Opened
03 - Program Success (trigger)
Trigger: Clicks Link in either Email
Flows:
Change Program Status: If Clicked Link in either Email, New Status Email > Clicked Link
Change Program Success: If Clicked Link in either Email, Attribute Success
Emails:
EMAIL - From Sales Rep 1
EMAIL - From Sales Rep 2
Smartlists:
SLIST - Leads for SR1
SLIST - Leads for SR2
The problem with Option 1 is that it is more difficult to segregate and extract the Open/Click results by Sales Rep, unless I'm missing something.
Option 2 Email Send Program:
eMail Send Program (no audience, no email selected, no schedule, no approval)
Campaigns:
01 - Send Email 1 (batch)
Smart List: LIST - Leads for SR1
Flow: Send EMAIL - From Sales Rep 1
02 - Send Email 2 (trigger)
Trigger: Email is Delivered: EMAIL - From Sales Rep 1
Smart List: LIST - Leads for SR2
Flow: Send EMAIL - From Sales Rep 2
03 - Record Opens (trigger)
Trigger: Opens either email
Flows:
Change Program Status: Email>Opened
Add to SFDC Campaign: Status Opened
04 - Program Success (trigger)
Trigger: Clicks Link in either Email
Flows:
Change Program Status: If Clicked Link in either Email, New Status Email > Clicked Link
Change Program Success: If Clicked Link in either Email, Attribute Success
Emails:
EMAIL - From Sales Rep 1
EMAIL - From Sales Rep 2
Smartlists:
SLIST - Leads for SR1
SLIST - Leads for SR2
Option 2 makes it easy to extract Open/Click results by Sales Rep because each Sales Rep has his or her own campaign results.
But, what is lost by not Approving the Program?
I hope this makes it clear what the problem is, but if I need to clarify further, please let me know.
Rd