Step by step - how to launch an engagement program

[Anonymous]

I'm having a difficult time with this new community. I am looking for a simple, step by step on how to build an engagement program. I think i've figured out most of it, but hit a wall with finding the smart list and flow...please help. and please don't provide me with an old link, as none of them work any more. 😕 thanks.

[Kristen_Malkov1]

Overall:

Step 1--decide what your different streams will be--buying stage, behavior, etc.; tailor your content around this

Step 2--decide what action is adding them to the nurture program itself; create a smart campaign either inside or outside of the program to add them to the engagement program

Step 3--determine the rules for moving in between streams; set those up in the program

Step 4--turn it on and see what happens!

Step 5--make more nurtures! (based on 'listening' behavior and get out of the batch and blast )

[Anonymous]

This thread provided awesome info!  Thank you so much!

[Josh_Hill13]

Please also see my Guide on this issue:

How to Use Marketo Engagement ProgramsMarketing Rockstar Guides

Lead Nurturing with MarketoMarketing Rockstar Guides

Marketo Engagement Program and Nurturing TestingMarketing Rockstar Guides

[Priyank_Joshi3]

Hi Jenifer,

Under Drip Nurturing you would be able to find step by step instructions for engagement prgrm.

Thanks

Priyank

[David_Mason1]

Jenifer: Try this link: Create an Engagement Program - Marketo Docs - Marketo User Manual 

It seems the "Nation" is now two different sections, Community and Product Docs. See the drop-down in the top right. I almost missed it myself.

Thanks,

David

[Anonymous]

Thank you David. I did see this, however I do not see how to add leads to the program. I can only assume I create a smart campaign. I will play around with it.

Jenifer Schaller

Marketing Specialist

[Anonymous]

Jennifer
Did any of these answer help you?
Check out theDrip Nurturing - Marketo Docs - Marketo User Manual that Priyank Joshi​ highlights

@jennifer_schall

[Anonymous]

Thanks for checking in Scott. I don't see specific instructions to add a smart campaign to the engagement program -that seems to be the missing link- although it is somewhat inferred. In the screenshots provided, I don't even see a smart campaign icon within the contents of the Nurture Program folder.

I'm actually finding myself stuck in a few more ways:

I feel like steps are missing from the Test an Engagement Stream section - I assume I have to activate the content first. But should the program be off for testing purposes? If my smartlist is set up, how can I be sure my leads won't start getting the content while I test?

Are transition rules for moving between streams? Or moving from one email to the next within the same stream? I click on edit transition rules but nothing happens. 😕

If I want my leads to get email #2 three days after email #1, is that set in the flow of the smart campaign? I have my cadence set for every day, reoccurring weekly, because new leads will be constantly flowing into my nurture program (as a new lead comes in, they are sent a welcome email. Based on that send, they would be flowed into the nurture campaign 3 days later). Am I on the right track?

Thank you very much.

[Kristen_Malkov1 · Accepted solution]

Are transition rules for moving between streams? Or moving from one email to the next within the same stream? I click on edit transition rules but nothing happens. --Transition rules are for moving in between streams; people will automatically flow from one email to the next within the stream depending on the cadence you set.

If I want my leads to get email #2 three days after email #1, is that set in the flow of the smart campaign? I have my cadence set for every day, reoccurring weekly, because new leads will be constantly flowing into my nurture program (as a new lead comes in, they are sent a welcome email. Based on that send, they would be flowed into the nurture campaign 3 days later). Am I on the right track?

--The recurrence is set by the cadence. I'd recommend sending the welcome email outside of the nurture, then adding them to the nurture program, where the date of their next email will be determined by the cadence that you've set. You can add a wait step if you're having it send every day and don't want them to receive the next email the following day.

Hope that helps!

[Anonymous]

Jennifer:
Lets try one more thing. Try going here and let me know if this helps

The link: https://docs.marketo.com/display/DOCS/Create+a+New+Smart+Campaign

[Anonymous]

Ok, so what I am understanding, is, a smart campaign doesn't have to live within the engagement programs. Within any smart campaign, I can add to the flow: add to Engagement program xx. That makes sense. Thanks. Do you by chance have answers to my other questions?