3 Replies Latest reply on Mar 25, 2013 11:05 AM by ab8f4b2f23b3ad1a25ac89bf87335e3a68f7928e

    Remove from Flow - Do you need two smart lists or combine?

      Hello - I'd like to remove alead from the campaign once he's completed a form so he doens't receive the email invite again. Do I need to create a seperate campaign just to remove the lead from the flow or can I add "Remove From Flow" in the same smart list the delivered the "thank you" email?

      Thanks
        • Re: Remove from Flow - Do you need two smart lists or combine?
          There are a couple of ways to prevent a lead that has registered from being sent a second invitation. 

          Perhaps the most straightforward method is to have a second smart campaign for sending the second invitation.  It can be requested from the smart campaign for sending the first invitation.  It would have the following filter in its smart list:

                              Filter 2 - Member of Program                     Member of Program is 'true'
                                                    Program is 'Webinar'
                                                    Progression Status is not 'Webinar > Registered'



          • Re: Remove from Flow - Do you need two smart lists or combine?
            Josh Hill
            You can have a separate listen campaign that says

            Trigger: Fills Out Form IS "Form X" on Page "Y"
            Flow: Remove from Flow Campaign IS "Other campaign"

            As Elliott noted, in this situation you are probably better off with the second Invitation as a separate campaign. Marketo's default Program Webinar template shows it this way I believe.

            Campaigns:
            -1 - Invitation
            -2 - Reminder
            -3 - Registration Confirmation
            -4 Thank Yous
            • Re: Remove from Flow - Do you need two smart lists or combine?
              Definitly agree with the above as a best practice way of not inviting already-registered-leads -> BUT yes, you could remove them from the flow on the smart campaign that sends the thank you email too.