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AndreaL32
New Participant
July 6, 2022
Question

Nurture Program Set Up

  • July 6, 2022
  • 2 replies
  • 4734 views

Hi Marketo Nation,

 

I have a quick question about a nurture campaign set up. I am running a content syndication campaign where I receive a number of leads every week. Once I receive those leads, I will be uploading them into Marketo and entering them into a nurture program to first receive the "thank you for downloading" message then a series of 4 emails, 1 every two weeks.

 

I have a basic two stream structure set up, one for the thank you email and one for the additional bi-weekly cadence. My question is, how do I set up the program to make sure the user once added is transitioned from the welcome email stream to the second content stream? I will be adding new users each week and I want to make sure it is not duplicative for the streams. Do I need to create new lists each week and enter the leads into the nurture stream or am I able to keep the leads all in one list and keep adding to it?

 

Any insight would be greatly appreciated.

 

Thank you!

Andrea Lubin

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2 replies

Vinay_Kumar
Vinay_Kumar
Community Manager
July 6, 2022

Hi @andreal32,

 

Do I need to create new lists each week and enter the leads into the nurture stream or am I able to keep the leads all in one list and keep adding to it?

You can use the same list to add the new records. However, you need a trigger campaign listening to the leads Added to List with filter Member of Engagement Program> False or you can create a recurring batch for the same. 

 

My question is, how do I set up the program to make sure the user once added is transitioned from the welcome email stream to the second content stream?

You can achieve this by two ways: 1. create a batch campaign to change the stream of the lead when the leads gets exhausted for Stream 1 

 

or 2. You can use this if you want to transit the leads based on activity like opens email or clicked link in email etc.. 

 

 

Hope this helps.

 

Darshil_Shah1
Darshil_Shah1
Community Manager
July 6, 2022

 

or 2. You can add the same transition rules in Stream 2. 

 

 

Hope this helps.

 

@vinay_kumar, I am afraid that this won't work as the stream transition rules are trigger based, and there's no trigger for the stream content getting exhausted.

 

Vinay_Kumar
Vinay_Kumar
Community Manager
July 6, 2022

@darshil_shah1 , Thanks for jumping in. Let me check. 

This will work if we want to transit the leads based on activity. 

Darshil_Shah1
Darshil_Shah1
Community Manager
July 6, 2022

Well, you should create an inbound entry campaign that you can run to add new people to the engagement program. This campaign should only let people who are not member of the engagement program to qualify and run through the flow. In the flow you should simply add people to the EP using "Add to Engagement Program" flow step stream 1, i.e., Welcome Email Stream. 

Campaign SL:

Campaign Flow:

Also, set the campaign qualification rule to allow each person to run only 1x. Given these configs for the inbound entry campaign - You can use the same list to add people for adding people to the EP. You may set this up as a trigger campaign with Added to List as the trigger, that'd listen for any people getting added to the list.

 

Assuming you want to transition people to the next stream when they've received all the content from the Welcome stream, you can create a batch campaign to transition people to the 2nd stream once they have exhausted all the nurture content (i.e., have been sent all the content) from the stream 1. Below is a reference snapshot of how the filter would look - 

And in the flow, you can use the Change Engagement Program Stream flow step to tranistion people to the 2nd stream - 

Also, FYR - EP have a built-in logic which would prevent people from receiving the same content more than 1x.

 

Hope this is helpful! Please let us know if you've any question. 🙂

 

 

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