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Anonymous
June 19, 2017
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Constraining leads entering flow when using global emails

  • June 19, 2017
  • 2 replies
  • 2305 views

Hi All,

Wondering if someone can share some knowledge.

I have a program that references global emails. This program is cloned many thousands of times and is used to manage events.

One of the trigger campaigns uses the following triggers/filters: Clicks link in email/member of program.

I know that this combination is flawed as if a lead attends more than one event this combination will fire for all events.

Im trying to think how to constrain leads from entering the flow when they click a link in a global email thats related to the program it originated from.

Any help would be appreciated.

Thanks

Matt

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    Best answer by Justin_Norris1

    Hey Matthew Varone​,

    I would use #{{program.id}} at the end of the link in question and then you can set up your trigger to reference the specific ID of the program you are interested in. Data following the "#" will appear in the clicked link activity unlike a querystring param.

    ---

    Justin Norris | Perkuto​​

    2 replies

    Justin_Norris1
    Justin_Norris1Accepted solution
    New Participant
    June 19, 2017

    Hey Matthew Varone​,

    I would use #{{program.id}} at the end of the link in question and then you can set up your trigger to reference the specific ID of the program you are interested in. Data following the "#" will appear in the clicked link activity unlike a querystring param.

    ---

    Justin Norris | Perkuto​​

      A
      Anonymous
      June 19, 2017

      Hi Justin,

      @Justin Norris Thanks for that. quite cleaver. From what I can see we would need to manually set the trigger to look for the program ID? This may become quite intensive with the volume of programs we are cloning.

      @Erik Heldebro​ thanks for your suggestion, I have added the date constraint. This will prevent a significant amount of false positives, although its not a perfect solution as there will still be room for error.

      Thanks guys for weighing in.

      Justin_Norris1
      Justin_Norris1
      New Participant
      June 20, 2017

      Matthew Varone​

      You are correct - that is one drawback of this approach.

      The only truly set-it-and-forget it method in this case would be to use a local asset, the reference to which should update dynamically upon cloning. 

      Of course you lose the benefit of asset globalization and the easy maintenance that brings.

      I would weigh up how often you need to change that asset and how many active programs would be affected vs. the effort of updating that campaign manually each time. Also keeping in mind there is currently no way to edit smart campaigns via API. 

      Given that I know a bit of your business context here, I would say you may need to go for local assets if you want this to be bulletproof.

      ---

      Justin Norris | Perkuto​​

      E
      ErikHe1
      New Participant
      June 19, 2017

      Hi Matthew,

      I could see this getting a little tough with global emails for events instead of them being a part of your program template, but maybe you can use a combination of filters which would include the right leads:

      1. Member of the Smart Campaign (in your program template) that sent this global email

      2. Was sent the email in the past x days (to exclude anyone from an older event)

      3. Member of program for your event template with the correct program status/statuses for those who would be sent this email.

      Again this may exclude or even still include some leads if they have registered for events but theres not many other options for referring to a global email that's related to a specific cloned event program.

      /Erik

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