Request Campaign and Sending Emails Series in One Smart Campaign

[Shane_Rourke2]

Hello all, 

I would appreciate any feedback. Thanks!

The Goal

1. Send a three touch email series to prospects who filled out a gated asset form
   1. CTA is to get them to fill out a trial 
2. Track delivered, opens, and clicks for each email
3. Not use Engagement Program Inventory (big company with a lot of engagement programs)
4. Remove lead if they fill out trial 

My Proposed Solution

• One smart campaign for the gated asset
  • Smart List: filled out gated asset form trigger
  • Flow: Change program status to filled out form with three wait steps and three request campaigns
    • Each Request Campaign has a If Filled out Form | Is Not | Trial Form 
• Created three default programs for each email to track performance
  • Each has a Campaign is Requested trigger along with delivered, opens, and clicks

Screen Shot 

[SanfordWhiteman · Accepted solution]

You're on one possible track, but I'd try to avoid using any Activity Log lookback filters (like the Add Choice you're using to see if they have Filled Out Form in their history).

Instead, trigger on Filled Out Form to bump them out of their current wait (Remove from Flow).

[Shane_Rourke2]

Thanks Sanford / Michael. 

I haven't used the 'Remove Flow' step. Thanks for sharing. 

First does this look ok and do I need to put anything in the 'Default' within 'Remove from Flow' step?

[Michael_Florin]

That's perfect!

[Shane_Rourke2]

Last question! 

Do 'Wait Steps' initiate off each other or from when the lead enters the system. 

Email Cadence: Every seven days. 

E.g.

Wait Step 1: 7days

Wait Step 2: 14 days

Wait Step 3: 21 days

[Michael_Florin]

No. It's the wait time between the flow steps.

Send Email #1

Wait 7 days

Send Email #2

Wait 7 days

Send Email #3

[Shane_Rourke2]

Thanks! 

[Michael_Florin]

I think Sanford has already pointed to the best solution, but I wanted to add that I think you've confused 

Filled out Form is not

with

Not filled out form is

"Filled out Form is not" returns all records that filled out any form except for the four you list. "Not filled out form is" returns anybody who has not filled out the four forms in your filter, which I guess is what you want.