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January 13, 2016
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Campaign Tracking

  • January 13, 2016
  • 1 reply
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Is it possible to track all aspects of a program within one campaign? For example, in a program I created for an event, I want to make one smart campaign that adds filters to include the appropriate leads, record the number of people that were invited (sent the email), opened the email, clicked something in the email, and registered to the event.

Currently, I am setting up Opened, Clicked, and Registered as their own individual smart campaigns for the program and I feel like it should be easier than that. Is there any way I can make one smart campaign that tracks when the leads move through all these steps (invited - registered)?

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Best answer by Grégoire_Miche2

Hi Nick,

No it's not. The fact that you ask the question proves also (pardon my being blunt) that you have not yet fully got how smart campaigns triggers and filters really work and interact with each other.

In the real world, the events (email clicks, forms fills out, registration validations, ...) that are at the origin of the status changes are independent one from another. You cannot even predict in which order they will occur (for instance, some one might be invited, but not open the email, then go on the web site, register, come back to the invite email and open it...), nor how much time will separate 2 events.

When we deliver Marketo training, this is a very typical question. A interesting exercise is to try to define a continuous process that models all your Event : it will be impossible not to have independent triggers factored in. Example : I send an invite email. I want to capture the people who clicked on a specific email. But when will this occur ? How long can someone keep an email in her mailbox before opening it a clicking it ? If I design a continuous process, I will have to set a duration before processing the clicks, which will have 2 drawbacks :

  1. I will miss the people who clicked after the duration is over
  2. I will have to wait until the duration before processing the clicks. Which might be a long time, if I want to avoid point #1.

This is why these event will all take some different triggers and separate campaigns.

-Greg

1 reply

Grégoire_Miche2
Grégoire_Miche2Accepted solution
New Participant
January 13, 2016

Hi Nick,

No it's not. The fact that you ask the question proves also (pardon my being blunt) that you have not yet fully got how smart campaigns triggers and filters really work and interact with each other.

In the real world, the events (email clicks, forms fills out, registration validations, ...) that are at the origin of the status changes are independent one from another. You cannot even predict in which order they will occur (for instance, some one might be invited, but not open the email, then go on the web site, register, come back to the invite email and open it...), nor how much time will separate 2 events.

When we deliver Marketo training, this is a very typical question. A interesting exercise is to try to define a continuous process that models all your Event : it will be impossible not to have independent triggers factored in. Example : I send an invite email. I want to capture the people who clicked on a specific email. But when will this occur ? How long can someone keep an email in her mailbox before opening it a clicking it ? If I design a continuous process, I will have to set a duration before processing the clicks, which will have 2 drawbacks :

  1. I will miss the people who clicked after the duration is over
  2. I will have to wait until the duration before processing the clicks. Which might be a long time, if I want to avoid point #1.

This is why these event will all take some different triggers and separate campaigns.

-Greg

Josh_Hill13
New Participant
January 14, 2016

That being said, he should use Program Templates to lessen the setup work.

January 21, 2016

Hi Josh,

Would be very helpful if you could point to program templates posts that you might have already posted.