6 Replies Latest reply on May 15, 2018 10:18 AM by Grégoire Michel

    Moving leads back to a program where they left off

    Dan Gentsch

      I'm trying to figure out the best way to put together a new program. Here is what I would like to happen:

       

      There is a core message bucket that all leads will be put into. There will then be 4 unique content buckets that leads will be placed into based on their engagement with the content in the core message bucket. I would like to be able to send leads from the core message bucket, to a unique content bucket and then back to the core message bucket where they left off after exhausting the messages in the unique content bucket.

       

      Is this possible? And if so, what is the best way to go about it? Using engagement streams or traditional email programs?

       

      Thanks!

        • Re: Moving leads back to a program where they left off
          Grégoire Michel

          Hi Dan,

           

          Use an engagement program if the regularity of the cast is OK with what you want to do. Have One stream for each of your "buckets". I you need some irregular sent or sending dates that vary from one lead to another, you will have to use regular smart campaigns with quite some choices in the flow step or even a traffic cop (which was the technique to be used in Marketo to route leads in content streams before the engagement program were introduced in the platform, but the doc about them seems to be a little hard to find).

           

          -Greg

            • Re: Moving leads back to a program where they left off
              Dan Gentsch

              Hi Greg,

               

              Thanks for the quick reply! Would I use an engagement stream for the core message bucket as well or can I use a regular smart campaign for that? I've looked into using a traffic cop. Is that what would be required to send leads back to the core messages? Can I send leads back where they left off in either an engagement stream or a smart campaign or only an engagement stream?

               

              Thanks,

              Dan

                • Re: Moving leads back to a program where they left off
                  Grégoire Michel

                  Hi again Dan,

                   

                  Depends on the behavior you want to get: If you want to benefit of not sending someone the content he already had when that person is sent back to the core bucket, use a stream, because it provides that off-the-shelf mechanism for never sending the same content twice. Otherwise, use a regular smart campaign. But if you use a smart campaign, preventing someone to receive a content for the second time involves choices in flow step:

                   

                  • If no was sent email #1,  send #1
                  • Else, if not was sent email #2, send #2,
                  • ...

                   

                  And can be painful to maintain (for instance when you decide to change the ordre of the emails or to interpose a new content in the middle of the flow

                   

                  -Greg

                    • Re: Moving leads back to a program where they left off
                      Dan Gentsch

                      Greg,

                       

                      That makes sense. I think I have just one more question that relates to the ever popular issue of cadence in an engagement program.

                       

                      Let's say I were to make two "core message" streams. One with a weekly cadence and one with a biweekly cadence (The weekly cadence would move into the biweekly cadence via transition rules).

                       

                      Would I be able to use the same "send someone back to the core stream" logic? Or would this be too difficult as I wouldn't necessarily know which of those two streams they came from in the first place? Does that make sense?

                        • Re: Moving leads back to a program where they left off
                          Grégoire Michel

                          Hi Dan,

                           

                          In that case, I recommend that you also create 2 static lists, one for each of your "core message" streams. When you add a lead to one of the "core message" stream, you also add them to the corresponding static list. Later, when ou want to add them back, you use a member of list filter to check to which list they belong and therefore to which corresponding stream they should be sent back.

                           

                          you can also use a "was added to engagement program" filter with a stream constraint to achieve the same result, but it's not as easy to debug as the static list.

                           

                          -Greg

                  • Re: Moving leads back to a program where they left off
                    Dan Gentsch

                    Hi Greg,

                     

                    Thanks for your help. I was able to get everything to work the way I wanted.