Replacing Emails in Nurture Programs

[Anonymous]

Greetings friends!

Are there any best practice/recommendations for replacing emails in nurture programs? I need to remove Email A from my stream cadence and use Email B in its place. How do I tell Marketo, if a lead already received Email A, do not send Email B? Can I insert a Smart Campaign into Nurture Streams? And if so, what trigger should it listen for?

[Roxann_McGlump1]

Hello Stacy,

You can place Email B inside a child program (using the Default program type, not the Email Program) and place that program in the stream.  Inside the program would be a Smart Campaign that is called by the Engagement Program cast.  The Smart List of the campaign would include the filters "Member of Engagement Program = True" and "Not was Sent - Email A".  If you want people who received Email A to seamlessly skip the child program with Email B in it, you could make them all members of the child program, which is how the Engagement program marks the child program as "sent".

[Anonymous]

Thanks, Roxann! Very helpful! The emails are both indeed already members of a Default program, tracking (and reporting on) engagement with the web content asset. So this makes sense and fits perfectly with what we are already doing! Thanks again!

[Anonymous]

One last question! When I activate the Smart Campaign, won't it send immediately to all affected leads? Ideally, it would wait for my next scheduled cast.

[Roxann_McGlump1]

Hi Stacy,

The campaign in the child program is generally not a trigger campaign so it doesn't get activated.  It should be a batch campaign that is run by the engagement program on each cast.  If you have a batch campaign that is called by the program, it won't go immediately, it will only go when the next cast calls it.