I'm trying to send a recurring email to new leads upon submission of a form. Here's what I've got set up:
I've activated the campaign, but no email is sent.
Here's the larger scenario:
I want to be able to add the leads to the program by upload when I get them, and have the email go automatically to just the new contacts (hence the "In the last 1 hour" consraint).
For my first pass at this I used an Email Program, but I can't set up an email program for every uploaded list. I want one I can just add to as needed.
Any help with this would be appreciated!
Triggers listen for something to happen in real-time, so if you added people to the program before activating the smart campaign, the flow will not execute.
If you would like to manually send the email, you can use a Filter instead (they are green) for Was Added to Engagement Program.
Thanks so much Lauren. I made the change you suggested.
However, now the lightbulb for the smart campaign has gone off.
How do I turn it back on?
If you want to push in people who already exist, you need two flows:
So under Smart List I'd have:
Trigger: Added to Engagement Program
Filter: Added to Engagement Program
and under flow:
Is that correct?
Does the email need to be local to the program I'm using?
I deleted and rebuilt the exact thing I started with:
Created a smart campaign using
But this time I uploaded the list after the campaign was activated.
Still no email.
I don't think you need a constraint on the trigger. It may not have fired again if the People were already members of the engagement program - they would not have been re-added.
If I were you, I would probably just schedule the campaign to go out daily at a certain time, or manually run it. I would probably create a list, and set the smart campaign up this way:
Smart list: Member of List = Facebook Lead Ads
Flow: Send Email
Schedule: Schedule Recurrence: Daily
And then leave the smart campaign settings that someone can only flow through once.
If you would like to have it run more often than daily, you could probably just upload to a list and then manually run each time you were in Marketo uploading the People anyway (or use the trigger "Added to List")
Thanks again, Lauren.
How would I manually run the email send?
On the "Schedule" tab of the of the campaign, you would click "Run Once" and then either "Run Now" or schedule the send for a later time and date.