Schedule a recurring batch campaign every 30 minutes

[RaulEr]

It is from a data value change action. It comes from when a non-Mkto form is filled out. And our "flow" actions are basically adding the record to an SF campaign, a Mkto static list and sending an email.

- Raul

[Darshil_Shah1]

Does the person get added to the same salesforce campaign and static list irrespective of the day being a weekday or a weekend? And, I believe same field would have been used in the CDV trigger in the SLs of both the campaigns, right?

Just trying to check if there's any other element in the campaigns' SL and/or flow that differ other than the e-mail itself.

[RaulEr]

So, all records go to the same campaign on SF. For static lists, we have on-hours and off-hours lists, so non-business hours and weekends records should go to the off-hours list and business hours records to the on-hours list. And yes, the same CDV for the campaigns.

And the email content is different for business hours and non-business hours.

- Raul

[Darshil_Shah1 · Accepted solution]

Well, velocity can take care of updating the email content based on the day, but can't take care of adding people to different lists based on the day of the week they qualify for the campaign. For us to be able to pull this off we would need the day info either from the form field using client side JS, or via the webhook engine that we were discussing yesterday! 

If we have the day info in Marketo, you can choose to send separate email assets (or have a single email serve 2 different content based on day of the week using velocity), and add people to different static lists based on the day from a single trigger campaign - instead of 2 separate campaigns for weekday and weekend.   

[Jo_Pitts1]

@RaulEr ,

so you do a CDV... then what are the differences in the two flows based on weekday/weekend, or is it just the email that changes?

[RaulEr]

Yes a CDV, so the only differences are the static lists (on-hours vs off-hours) and the content of the emails.

- Raul

[Jo_Pitts1 · Accepted solution]

OK, so now we're getting to guts of the matter!

If I were you, I'd:

1. Have a smart campaign triggered by the CDV.  In that smart campaign, use a call webhook flow step and call Flowboost to populate the DoW back to the record.
2. Create another smart campaign.  Trigger it using the Webhook is called trigger.  In this smart campaign:
   1. add to which ever list you need based on the populated DoW.  Do this with a single add to list flow step with two choices based on DoW.
   2. Send your email.  Control the content in the email based on the DoW field that you've already populated using Velocity.

It is a clean and simple approach, that leverages all that is good about Marketo, and nothing that is bad (i.e. 48 scheduled campaigns).

If you need help with the Flowboost part or the velocity to control content, then let us know.

Cheers

Jo