List importing (with existing members) into Engagement Programs | Community
Skip to main content
David_Jackman1
David_Jackman1
New Participant
April 25, 2018
Solved

List importing (with existing members) into Engagement Programs

  • April 25, 2018
  • 1 reply
  • 5498 views

Hey guys,

I have a nurture I set up where we are sending out emails to specific leads, encouraging them to take certain classes/webinars, and then once they take all classes, they are routed into a marketing stream. Each stream is set to a certain status (ex: "Taken class A, but not B, - which would spawn an email telling them to take class B). I've set up custom fields with a date that ea. specific class was taken on. (Our vendor sends us the list each week which contains new leads as well as leads already in our system--a number of them already in the engagement program - so the only way we know whether they have taken another class is when a new list comes in with those class dates in the excel field (which I upload into Marketo). In order to manage this, I've set up an "entry" stream with no content- just set up for determining what date fields (classes are taken) are filled and what's not for anyone that gets entered, and from there it sends to the appropriate content stream.

Here's my question:

Scenario: I have someone (call them "Richard") in Stream 3 for example (took class A but not B), and we are waiting to see what next class they take/not take to move them along or not. A new list comes in and I upload that list into the engagement program. Inside that list contains Richard, with an updated class date field (or even if no fields have changed, I think my question would still be the same):

Once list uploaded, will Richard... A: Be sent from Stream 3 into the Stream 1 (entry stream) again, and then route him from there, or will... B: the engagement program see that he's already inside and skip adding him into Stream 1 again?

The main reason I ask is that I have long wait steps set up that apply to people in certain streams for this logic (used for follow ups/adding to marketing based on time, etc), so ideally, I wouldn't want people getting shifted back into Stream 1 each time they are re-uploaded from a new list with an update.

Thanks for your help!

David

This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.
Best answer by Grégoire_Miche2

Hi David,

When I import people into it, they go into Stream 1 by default

This only happens if you set the EP as the acquisition program on import or if you run a smart campaign to do so. Otherwise, the imported persons are not added to the EP automatically by default.

Now, when you set up that smart campaign, make sure you do not reprocess the ones that already in the streams using the following filters:

  • Member of list IN [your import list]
  • Member of engagement program NOT IN [your EP]

This will make sure that only the new persons are assigned to streams and that it lets untouched the ones that were already there.

-Greg

1 reply

Grégoire_Miche2
Grégoire_Miche2
New Participant
April 25, 2018

Hi david,

It completely depends on how the import is done, what process is set up after import. A coupole of bets practices:

  • never import leads in a program. You have too little control. Create a static list in the program and import them there.
  • One the import is done, run some batch campaign to assign the persons to the appropriate streams
  • You will be able to use filters such as Lead was created with list contraint to detect the people who were created during the import. Or Member of engagement program with Stream constraint to fine tune assignment.

-Greg

David_Jackman1
David_Jackman1Author
New Participant
April 25, 2018

Thanks Greg, I appreciate the insights.

So, right now I have a static list that's inside the EP. When I import people into it, they go into Stream 1 by default - my entry stream. From there, there's a smart campaign I made that sends everyone into a specific stream based on certain criteria/fields. So what I'm wondering is, if a person whose already in the EP - not in Stream 1- but a different stream- is also in a new list that's uploaded into the program via static list - (so that it can sync with new info- like custom field filled out that makes them qualify for one of my smart campaigns), does the list upload treat them as a new EP Member and put them back into Stream 1, or will it leave them in the current stream they were in (or supposed to go to) based on my criteria? Hope that makes sense...

Grégoire_Miche2
Grégoire_Miche2Accepted solution
New Participant
April 25, 2018

Hi David,

When I import people into it, they go into Stream 1 by default

This only happens if you set the EP as the acquisition program on import or if you run a smart campaign to do so. Otherwise, the imported persons are not added to the EP automatically by default.

Now, when you set up that smart campaign, make sure you do not reprocess the ones that already in the streams using the following filters:

  • Member of list IN [your import list]
  • Member of engagement program NOT IN [your EP]

This will make sure that only the new persons are assigned to streams and that it lets untouched the ones that were already there.

-Greg

Terms & ConditionsAccessibility statement

Loading footer...