Segment Streams Based on Click Through First Email

[Anonymous]

New to Marketo and this campaign is new to our team.

I have a campaign with 3 streams. The first is a single email and the goal is to send anyone who clicked the CTA to stream 2 and anyone who did NOT click to stream 3. We would like the cadence to be receiving an email every 2 weeks.

Currently, I have the following set-up:

Stream 2 (cast cadence every 2 weeks starting 2 weeks after email 1 cast)

Smartlist :

Clicks link in Email (First email)

Member of Engagement Program... is not Stream 2

Flow:

Change Engagement Program... Stream 2

Stream 3 (cast cadence every 2 weeks starting 2 weeks after email 1 cast)

Smartlist:

Email is delivered (first email)

Not Clicked Link in Email (first email)

Member of Engagement Program... is not Stream 3

Flow:

Change Engagement Program... Stream 3

Does this make sense?

[Devraj_Grewal]

Elizabeth,

It looks like you're using transition rules. Personally, I like to use an outside smart campaign to move leads in between streams since you can run it as a batch whereas transition rules require a trigger. It would then look like this:

Smart List:

Was sent email: Stream 1 Email 1

Member of engagement program: stream 1

Flow:

Change Engagement Program Stream

     Choice 1: If clicked link in email: Stream 1 Email 1

     Change engagement stream to stream 2

     Default Choice: Change engagement stream to stream 3

If there are multiple emails in Stream 1, you can select them all and say that if any link in any of those emails was clicked, then they are changed to Stream 2. The schedule recurrence for this batch campaign will run every day.

[Anonymous]

Thanks for your response, I'm looking into smart campaigns as an option based on your feedback. The catch (should have mentioned initially) is that I'd like this to continually flow anytime contacts meet the trigger to receive the first email.

[Devraj_Grewal · Accepted solution]

Well then you can use the smart campaign's smart list of "was delivered email: Stream 1 Email 1" and the flow can be:

Flow:

Wait 2 weeks

Change Engagement Program Stream

     Choice 1: If clicked link in email: Stream 1 Email 1

     Change engagement stream to stream 2

     Default Choice: Change engagement stream to stream 3

So after the email is delivered, after 2 weeks it will determine based on clicks if the lead should be moved to Stream 2 or Stream 3.

[Anonymous]

This is really helpful as well, thanks!

Also, we realized we probably don't need 3 streams. All we need to do is extract those that click the first email. So the first stream will be those that don't click and if they do, they'll be removed and sent to stream 2. However, looking at your recommendation, we should still add "wait 2 weeks" on the flow, so they don't receive the next email too soon.

I really appreciate your feedback, Devraj!