Engagement Program - Batch and Trigger | Community
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Jessica_Korn
Level 2
May 23, 2019 3:39 PM UTC
Solved

Engagement Program - Batch and Trigger

Can I build an engagement program so that I run a group of leads through it as a batch, and also individual leads through as a trigger? Or do I need two separate programs? 

I'd structure it like this: 

ENG Program A

   Add to Program A Campaign 1 - Batch list of leads who have previously done x,y,z

   Add to Program A Campaign 2 - Trigger campaigns of leads who will do x,y,z

Will that work, or do they need to be separate programs?

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Grace_Brebner3
Grace_Brebner3Accepted solution
Level 10
May 23, 2019 8:55 PM UTC

Hey Jessica - you can do both of these within the one program and they will work fine.

As a side note though; many people don't actually do triggers to pull leads into nurtures but rather do repeated schedule batch campaigns that run at a set cadence before each cast. This can help reduce load on high traffic instances but also would enable you to achieve both of these needs within a single campaign  could be worth exploring whether it'd work for you!

2 replies

Grace_Brebner3
Grace_Brebner3Accepted solution
Level 10
May 23, 2019 8:55 PM UTC

Hey Jessica - you can do both of these within the one program and they will work fine.

As a side note though; many people don't actually do triggers to pull leads into nurtures but rather do repeated schedule batch campaigns that run at a set cadence before each cast. This can help reduce load on high traffic instances but also would enable you to achieve both of these needs within a single campaign  could be worth exploring whether it'd work for you!

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Jessica_Korn
Level 2
May 24, 2019 11:45 AM UTC

Ah, both options sound good. Thanks for the quick reply, Grace.

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