How do I replace emails in an active stream? | Community
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New Participant
May 9, 2019
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How do I replace emails in an active stream?

  • May 9, 2019
  • 4 replies
  • 7181 views

How would you replace emails within an active stream with entirely new emails that A. Does not deploy to exhausted members and B. Only to the new leads that have entered the stream?

For context...

I have Trigger Campaign based on new subscriptions sending leads to a stream with 3 emails in it and exit conditions during and after exhausting those 3 emails. Every day there are new subscriptions entering therefore in each of say the past 3 days new subscribers are currently on either Email 1, 2 or 3 (a few hundred leads). Thousands of leads have exhausted the content over time.

I have recreated and redesigned the 3 emails into Marketo custom templates I created because the 3 emails currently in there are MailChimp built and the html simply pasted into Marketo email template (yuck!)

I have 10 active programs and streams exactly like this that will all need the current MailChimp emails replaced with the new Marketo emails I built so I want to make sure I'm doing it the smart way. Is it simply better to just clone each entire program and turn the old one off and activate the new one?

FYI - I tried once by simply deactivating the "old" emails and adding the "new" emails into the stream yesterday and of course this morning I discovered that all the thousands of exhausted leads did, in fact, receive the "new" email 1.

Thanks!

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Best answer by PhillipWi1

I'm confused. Isn't this as simple as replacing the code in the original emails? Marketo determines whether an email has been deployed to a person or not by checking on the email ID, so if it's the same email and the ID doesn't change, no one who has previously received it will get it again.

4 replies

RonnBuAuthor
New Participant
May 10, 2019

Yes. This does work. And in the end it may be the way to go. It will just take some TLC as the new emails were created from a massive Custom email template designed down to desired state and the html copy and paste breaks the drag and drop module. So I can do that and just adjust blocks margins, padding, etc per email until it's exactly right. No biggie. But for all intents and purposes this does work fine. In fact, worth it so long as nothing changes whatsoever in the program and campaigns.

New Participant
May 13, 2019

Ah, great. We don't use the drag and drop editor - we paste the raw code in from Sublime each time - so that fiddling with the template isn't as vexing. 

PhillipWi1Accepted solution
New Participant
May 10, 2019

I'm confused. Isn't this as simple as replacing the code in the original emails? Marketo determines whether an email has been deployed to a person or not by checking on the email ID, so if it's the same email and the ID doesn't change, no one who has previously received it will get it again.

New Participant
October 29, 2020

Question - I would like to refresh the email copy in an engagement stream program - sounds easy enough, but the current email isn't using a template and I would like to use an email template for the new/refreshed engagement email copy. Any idea how to replace an email with no template to an email that is using a template?

Enget_Dang
New Participant
May 9, 2019

You could just create a nested email program for that new email and take everyone who is exhausted and add them to a static list (XYZ) so that in the nested email program your smart campaign to send the email has a Member of List not in XYZ. Once you add the nested email program to your stream, everyone will become active again, but because of your smart campaign once the next send happens, those previously exhausted people will become exhausted again and not receive the email.

Devraj_Grewal
New Participant
May 9, 2019

Ronn,

Keep in mind that an engagement stream will send the next piece of content at the next cast from top to bottom. Meaning that if you place a new email at the very top of an engagement stream list of emails, that new email will be sent next, then proceed to the next email that has not been sent.

RonnBuAuthor
New Participant
May 9, 2019

Are you saying that if I add NEW emails to the stream after the OLD ones - which I will deactivate so they do not deploy - that ONLY new members will receive them in order from the NEW emails (activated) and those members that have exhausted the content will not receive them?

Devraj_Grewal
New Participant
May 9, 2019

If you add new emails into the stream (regardless of their order) exhausted people will then receive the new emails since they will not be sent the old emails more than once. And yes, deactivating those old emails like you have done, will mean that those are not sent again to anyone until they are activated again.