1 Reply Latest reply on Oct 27, 2016 2:26 AM by Frank Breen

    Nesting Email Programs in Default Programs

    Josh Grant



      I wanted to open this up for discussion on nesting email programs in default programs. Below you will see our batch sends today and an idea I am playing with of nesting email programs in default programs for multiple batch sends in a program to do things like simplify A/B testing.


      On the first campaign (what we use today) you will see smart campaigns that just change a program status on a Marketo level (no sync). Underneath is the idea I am potenially implementing.


      A couple discussion points I wanted to bring up:


      1) I can run an email performance report to get the stats of how the email is doing, but with the email program in a default program, what would be the easiest way to track WHO is in what stages? (Example, I have 3 emails programs under a default program and I want to see who opened, clicked, delivered, etc.)  

      2) What would be the best way to change lead status for a sync in SFDC?


      Basically looking to consolidate the smart programs if possible and simplify A/B testing on batch using the email program tool.


      Capture 1.PNG

      Capture 2.PNG

        • Re: Nesting Email Programs in Default Programs
          Frank Breen

          Josh, this is how we do it:


          Screen Shot 2016-10-27 at 10.08.18.png

          We setup our nested programs within the main program and setup trigger campaigns in each to deal with Opens and Clicks, then in each Email Send we see stats as follows under the Summary View:


          Screen Shot 2016-10-27 at 10.11.01.png


          For syncing, we have another trigger campaign in each program and when people meet the criteria, they then get sync'd.


          One thing to remember when using the nested structure above, that only trigger campaigns should be used in the Email Send Program, using batch campaigns within it messes up the easy dashboard in the Email Send and goes against why you use an Email Send. This isn't documented well anywhere but you'll notice issues when trying to do quick reporting.


          You can then to A/B testing within each program or use Random Sample to create a Static List and use that in the Smart List to do a manual A/B test.

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