6 Replies Latest reply on Sep 28, 2016 12:16 PM by Juli James

    New Member Email Program

      Hi everyone - I have been doing a lot of research, and I wanted to ask what you think is the best solution.

      Our  internal CRM system is in the process of being integrated with Marketo. For now, I manually upload/ update our list of members. I want to send all new members (newly registered) a set of 4  training emails. They will include steps and videos to set up their account.

       

      I'm wondering the best way to set this up in Marketo, turning it on, and never have to touch it again.

      Would I use an ongoing smart campaign with triggers "was added to list"  and "if sent Email 1 send Email 2" . Should I build an engagement program (I would need to do more research since i am still new)?

      I am not sure what would be the easiest. Please let me know what you think!

       

      Thanks!