Rich_Miller2

Here is what I ended up doing. As long as we are measuring consistently, we should get the info we need. At least we will be consistently inaccurate! 😉 We are tracking views to the webpage based on the click in the mail driving to that webpage. I also set a filter in the smartlist that the mail was opened based on some of the feeback above. Thanks all for the help. RM ... View more

Remove from flow will not kick them out of the engagement stream, right? It just removes them from flow processing and they already got the mail, so it should be OK. 95% of our records are in one geo, so if we could do that, it would be great for those that follow. Sorry, may be obvious, but I want to make sure. That could be the easiest solution of all! Thanks, RM ... View more

Thanks for the info everyone. Great stuff to know for scalability (the stuff marketo does not tell you about anywhere). Courtney, the static lists could sit in the email programs I am putting in the engagement streams, right? So the Programs in the stream would look like this: Program 1 in stream: Smartlist: If member of stream Flow: If NA or Blank, send mail. If ASIA or EU, send to respective lists. No wait. Only one condition. Program 2: Smartlist: If member of list ASIA and member of stream Flow: Wait right amount of time to target local time (from stream launch cadence). Send mail as appropriate. No condition in flow. Program 3: Smartlist: If member of list EU and member of stream Flow: Wait right amout of time to target local time. Send mail as appropriate. No condition in flow. Since I am using the same email for all three programs, there is no risk of double sending. There is a BANG BANG instance on the database here. While program 1 is assigning to the lists, programs 2 and 3 are looking for list members. How do I deal with that? Seems to lead me back to different streams per geo. But that gets complicated just based on the number of streams that would be required. Thanks, ... View more

Thanks for the response. Here is some additional info. Yes. It is a program that I dropped into the stream. There are conditions in the smartcampaign that limit the geos. e.g.  if asia, send this mail. Wait 7 hrs If Europe, send this mail. Wait 8 hrs If US or blank region, send this mail. There are other programs in the stream that would work the same way. Different emails/content, but the same general flow. It is going to be an ongoing effort. i.e. we will continue to add content (programs) to the stream. With your #3, are you thinking of three programs in the stream. One for each geo. Their smartcampaigns would still need the delays in them, since they all have to go off the stream cadence. But it sounds like you are not aware of any general best practices for using wait steps with large sends. i.e. will the number and length of wait steps will not cause delays with larger numbers of leads in the stream. Do they do something like this: Filter entire qualified list, process entire list (but really only send what is applicable), wait, filter whole list again and process whole list, etc. If it was doing that, I could see how it could slow things down, especially with large lists as it may have one send piled up on another. But I am not an app architect. Because if is was a simple filter, process and send only to applicable, wait, filter, process and send only to applicable, etc. it should not matter how many wait steps you have, how long they are, or how many leads you are processing. Thanks! I know we are going deep in this one. ... View more

Hello, Here is a screen shot of the report (Through a subscription). But if I go to the smartlists I see these numbers (totals): Clicked trial = 3 Clicked Learn More = 6 Clicked Talk to an Expert = 1 Visited (Should be the biggest as you have to visit before you do anything) = 7 Watched Video = 9 (im not concerned about this being bigger than visited for the time being. tracking video views is tough with market alone) Total leads is right (managed by the smartlist on the report) A link report for landing pages would solve all these problems, but we will have to wait for that unicorn to land.  😉 Thanks, RM ... View more

Hello All, I have them rendering in the report now. The issue is that when I bring them into the report, the #s do not match the numbers in the smartlists. They are all filtered the same. Is there any reason that they would not match?  e.g. since it is a lead report, will it not allow duplication of leads in the report? So the numbers in the smartlists will appear reduced so that there are no duplicate leads across/bwtween them, and thus, in the report.   Thanks, RM ... View more

Boom! That did it. Thanks Priyank. The issue was with the program name and THEN the smartlist name. Marketo, if you are listening, there are two things for you to do here to make this easier: 1) Change the wording on the dialog box to something like "Select program to find smartlists" in the dialong box when trying to find the smartlist. It says "find smartlist" (or something like that). But it does not find the smartlist on its own. You need to start with program name. 2) Fix it so it works like everything else. If we are looking for a smartlist. Find the smartlist!!!!! ... View more

Hello Josh, Thanks for the input. Couple of quick things: 1) The dashboard will show me that, but there is no one view with data by stream. I have to click through it to see the different streams. So I do not think it will work as a report that I can distribute. 2) What am I doing wrong with the custom columns? Do you have any thoughts on why the smartlists do not show up? Is there some kind of technical dependency to get them into a lead report? May not be the right answer for this specific use case, but it is something I need for some other spots. All the documentation makes it sound like all smartlists should be visible for custom columns in lead reports. Thanks again. RM ... View more

I tried putting the report in the same folder as the smartlist in marketing activities and that did not work. The report still cannot find the smartlist. At first, I was working on a report that was in analytics and the smartlist was in marketing activities. Thanks, RM ... View more

Josh, Are you recommending those statuses at the engagement program level? I think so, but want to make sure. I think that is right, but you also need some tracking at the individual email level. I do not like doing manual roll-ups of email programs to a engagement program snapshot. I would rather just report at the engagement program and then drill down for deeper analysis. I know there are a lot of people that just use member, engaged, not in program. The post before yours said something about setting up a nurture in a nurture program. Not sure if you can even do that. Can you? Any other thoughts? Thanks, RM ... View more

Hello Juli, How did you end up setting things up? I think it is better to have clear statuses at the engagement program level and use that to track the overall success of the program (so when someone clicks on the mail, you update the mail status to clicked, but also update the engagement program status to clicked). You should track individual mail successes, but they can be tricky to roll up to the engagement program. Seems like a best practice to have it at the engagement level and email level. But I know there are some folks out there that just like to have it at the email level and then do a manual rollup. Thanks, RM ... View more

I mean program tags. Sorry for the confusion and thanks for the help. RM ... View more

Thanks for the tips. I will take a look at that other video. RM ... View more

That would work! Sounds like there is no filter for "was part of the program". I know that you can get this info from the activity log on any given lead record. In another company, we created a datawarehouse that could filter for specific program adds - meaning they were ever in the program. But that was  small part of the data warehouse analysis. Your way, for this simple query, is way more appropriate. Thanks, RM ... View more