2 Replies Latest reply on Aug 14, 2014 8:50 AM by Josh Hill

    Templates for Engagement Program?

      Hi,

      We are starting to use the Engagement Program for our nurture.  Has anyone used it? Can you share any best practices?

      I also wonder if anyone has a template that they use to document program requirements. This is something that will be very useful to standardize program requests.  

      Thanks!  

        • Re: Templates for Engagement Program?
          Hi Caryne - Marketo has example programs that you can download for free, I found them very helpful for when I started with Marketo. Go to marketing activities,  (I suggest making a folder for Marketo downloaded programs) and then go to new, import program, choose Marketo Program Library, and then choose the program you want to import!

          Hope that helps!
          • Re: Templates for Engagement Program?
            Josh Hill
            Take a look at some caveats about using this.
            http://www.slideshare.net/jdavidhill/marketo-engagements-and-drip-nurturing-boston-user-group-dec-10-2013

            Otherwise, Engagements are great. Setup the following structure:

            01 - Stream Emails
            02 - Stream Emails
            ...

            01 - Landing Pages

            04 - Entry Flows
            05 - Exit Flows
            05 - Lists
            06 - Reports

            #s are example only.