6 Replies Latest reply on Apr 28, 2017 6:43 AM by Olga Khadieva

    Many-to-many Custom Objects for Subscribers and Beneficiaries

    Olga Khadieva

      I wonder what type of the Custom Object (one to many or many to many) we should use in our situation.

       

      We have a list of Subscribers (parents) and each Subscriber can have either one or multiple Beneficiaries (children). Also, each Beneficiary can belong to multiple Subscribers (for example, one child may be a Beneficiary of  Mom, Dad and Grandma).

       

      In addition, each Beneficiary may have multiple Plans. Also each Beneficiary belongs to one of 4 segments.

       

      We need to send out 4 email campaigns (one for each Beneficiary segment) targeted to Subscribers. Each Subscriber should receive an email with the list of his/her Beneficiaries' names and their Plan IDs, and the Beneficiaries listed in the email should be only from a specific Segment (depending on the email).

       

      I understand that I need to use Email Script Tokens for this but my concern is how to create the right relationships between Subscribers, Beneficiaries, Plans and Segments. Could you help figure this out?

       

      Thank you.

       

      Please note that i initially started this discussion here Many-to-Many Custom Object for Event Info Sanford WhitemanGrégoire Michel

        • Re: Many-to-many Custom Objects for Subscribers and Beneficiaries
          Grégoire Michel

          Hi Olga,

           

          The answer depends on whether a plan has only 1 subscriber or can have many.

           

          If the plan has only 1 subscriber, this can be done with 2 objects:

          1. Plan object, linked to the person table with a "subscriber" field
          2. Beneficiary object, linked to the person object with a "beneficiary" fields and linked to the Plan object with a "plan" field

           

          If the plan can have more than 1 subscriber, you will need 3 objects.

          1. The plan object which is a second level object
          2. the Subscriber object, linked to the lead with a "subscriber" field and linked to the plan object with a "plan" field
          3. The Beneficiary object, linked to the person object with a "beneficiary" fields and linked to the Plan object with a "plan" field

           

          -Greg

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            • Re: Many-to-many Custom Objects for Subscribers and Beneficiaries
              Olga Khadieva


              Hi Greg, thank you so much for your response!

               

              I am a bit confused why we need to create a Subscriber object. Subscribers are "leads" or "people" in our database. We wonder if we can simplify the task by creating just one Beneficiary object that will have a Subscriber ID field linked to the Subscriber ID on the lead (subscriber) record. As far as Plans are concerned these will be unique for each Beneficiary and Subscriber. If a Beneficiary has multiple plans we are planning to import them as a single value, with individual plans separated by comma, for example.

               

               

               

               

              Beneficiary NamePlan Number
              John11111, 12121
              Tom33333, 44444, 55555

               

              Would that work with a single Beneficiary object?

               

              Also, I wonder how to use this custom object with the email campaign. Our business requirement is to generate a separate email based on each Beneficiary. So if one Subscriber has several Beneficiaries, this Subscriber should receive several emails for each (the Beneficiary Name and Plan # must be inserted in the email). I know that Marketo cannot send more than one email to one address in a single batch but I saw your recommendation about using the "Request Campaign" flow step and even tested that method. It worked when I have duplicate records in Marketo with the same email address but different Subscriber IDs, for example. Each Subscriber ID would receive his/her copy of the email and these emails would arrive in the same mailbox simultaneously. Is it possible to use the same method to send multiple emails to the same email address based on the data sitting in the custom object?

               

              Also, my team is wondering how fast such a campaign would get executed, if let's say the list has ~20,000 subscribers, with 1-4 Beneficiaries each. Would it it be sent out with the same speed as a regular batch campaign sent to the same # of people?

               

              Thank you,
              Olga

                • Re: Many-to-many Custom Objects for Subscribers and Beneficiaries
                  Grégoire Michel

                  Hi Olga,

                   

                  The reason why you need a subscriber object is because of the limitations of the Marketo data model and custom objects. 1 lead can have many CO, but one CO can only be linked to 1 lead.

                  Therefore, if you do not create the Subscriber CO, the you are not able to have multiple subscribers for 1 same plan. But may be this is not needed.

                  Similarly, if you do not create the beneficiary object, you will not be able to have multiple beneficiaries in one plan. I proposed this because my understanding is that beneficiaries would also be leads in the database and you might need to email them as well about the plans. And managing them as leads would be much faster than switching email addresses for each subscribers.

                   

                  So at the end of it, my recommendation would be that both beneficiaries and subscribers be leads in the DB, and you use the model I recommended to link them.

                   

                  Now, in every case, on high volumes speed will have to be tested, especially if you trigger a "request campaign" to benefit from the Velocity tokens.

                   

                  -Greg

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