4 Replies Latest reply on Feb 8, 2017 9:43 AM by Elizabeth Gilje

    Segment Streams Based on Click Through First Email

    Elizabeth Gilje

      New to Marketo and this campaign is new to our team.

       

      I have a campaign with 3 streams. The first is a single email and the goal is to send anyone who clicked the CTA to stream 2 and anyone who did NOT click to stream 3. We would like the cadence to be receiving an email every 2 weeks.

       

      Currently, I have the following set-up:

       

      Stream 2 (cast cadence every 2 weeks starting 2 weeks after email 1 cast)

      Smartlist :

      Clicks link in Email (First email)

      Member of Engagement Program... is not Stream 2

      Flow:

      Change Engagement Program... Stream 2

       

      Stream 3 (cast cadence every 2 weeks starting 2 weeks after email 1 cast)

      Smartlist:

      Email is delivered (first email)

      Not Clicked Link in Email (first email)

      Member of Engagement Program... is not Stream 3

      Flow:

      Change Engagement Program... Stream 3

       

      Does this make sense?

        • Re: Segment Streams Based on Click Through First Email
          Devraj Grewal

          Elizabeth,

           

          It looks like you're using transition rules. Personally, I like to use an outside smart campaign to move leads in between streams since you can run it as a batch whereas transition rules require a trigger. It would then look like this:

           

          Smart List:

          Was sent email: Stream 1 Email 1

          Member of engagement program: stream 1

           

          Flow:

          Change Engagement Program Stream

               Choice 1: If clicked link in email: Stream 1 Email 1

               Change engagement stream to stream 2

               Default Choice: Change engagement stream to stream 3

           

          If there are multiple emails in Stream 1, you can select them all and say that if any link in any of those emails was clicked, then they are changed to Stream 2. The schedule recurrence for this batch campaign will run every day.

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