2 Replies Latest reply on May 7, 2014 9:14 PM by f0a10e55d3c4e2c08daa68faedb2b7855bd7316f

    Email Scheduling

      We are in the education industry and one of our applications for Marketo is to drip a series of emails to students who have enrolled with us in the lead up to their course/term start date.

      To generalise what we would like to do:

      - nurturing time line = 8 weeks  
      - If student enrols in week 1 to 4 > 3 (email 1, 2, 3) emails to be sent. These 3 emails to be evenly sent (spaced) from when they enrol to end date (ie, in the time line - at the end of the week 8)
      - If student enrols in week 5 to 7 > 2 (email 2, 3) emails to be sent. These 2 emails to be evenly sent (spaced) from when they enrol to end date (ie, in the time line - at the end of the week 8)
      - If student enrols in week 8 > 1 (email 3) emails to be sent. This email to be sent in the last week

      I hope this makes sense and would appreciate any ideas or suggestions on how this could be achieved.

      Cheers, John 
        • Re: Email Scheduling
          Hey John,

          The way I would do this is by setting up 1 engagement program, and 3 streams inside of that program.

          When someone fills out the form, you could have a data management campaign that populates a field with 'Enrollment date/time'. Use the system token {{system.datetime}}.

          Then in your engagement stream, you could set it up to add them to the stream with the series of emails you want in it. Use the Enrollment date/time field to filter which stream people should get placed in.

          Stream  #1: email 1,2,3
          Stream #2: email 2,3
          Stream #3: email 3

          That would be how I would recommend setting it up.
          • Re: Email Scheduling
            Hi Pierce,

            Thanks for your reply. It will certainly help me.

            We have SalesForce and our trigger will be based on a stage change in SF and i can filter by the datetime stamp for this change to get the leads into it teh engagement program streams.

            My question is how can I send the emails evenly spread from the time they enter into one of streams to a specified end date.
            I can't seem to see any options for this in the cadence configuration in teh engagement engine.

            Thanks again and i hope you can advise further.

            Cheers, John