2 Replies Latest reply on Jul 23, 2014 2:54 PM by 56440

    Business Policies


      Assuming that you have a limit on how many emails contacts should receive in a given time period:


      What are some of the policies and business rules that you use to determine which emails a contact should be receiving when they qualify for multiple engagement programs? 


      Do you have any rules that prevent people from going into other engagement programs?      

        • Re: Business Policies
          Josh Hill
          It depends on the track. If you have more specific tracks, send them to the best one.

          it sounds like you need to create a traffic cop system that takes in leads for nurturing and decides which Engagements the lead should go to.

          The rules will be yours. for example:

          If Lead is VP of Tech, send to Senior Tech Engagement as long as Lead is Not already in any other Engagement. If so, then remove from other engagement and put in Senior Tech.

          In Marketo that might look like:

          Trigger: Job Title is now VP of Tech
          Flow: Is lead in any other Engagement? If so, Remove froM Engagement X,  put in Senior Tech. If not, put in Senior Tech.

          This is not super easy to get right if you have several Engagements, but that is the general structure.
          • Re: Business Policies
            Hi Josh,

            Thank you for your response.  I just wanted to follow up with you with some questions.  Do you know of any examples of rules that you are using to move contacts?  Thanks again for your help.