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Ulyana_Avetisov
New Participant
June 13, 2016
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Segmentation smart lists for snippet use

  • June 13, 2016
  • 1 reply
  • 4759 views

Hi folks,

I'm trying to send a Live Event email with a different CTA for registered leads vs unregistered. I created the default CTA and the snippet for registered leads. That will be sent according to my segmentation.

If I create an Events segmentation that doesn't specify a particular program, but only that they are marked as registered, I assume it will affect any lead registered for any event.

Will the campaign smart list in a LE program layer over the segmentation smart list to filter out leads in other events?

Basically - if I use that generic segmentation in a particular program, with campaigns specifying that the email should be sent to members of this program only, it will not include registered members of other events, even though the original segmentation applies to any registered lead, correct?

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Best answer by Grégoire_Miche2

Hi Ulyana,

This filter will only select people who are member of a program with channel "live event" (which is what you want, I gather) and status = "Registered":

This means that is a lead has moved to the "attended" status, it will no longer be selected. Is this what you want ?

Now, to you question, you are correct, the segmentation for the dynamic content in the email will only apply to the leads who are selected in the smart campaign, so only the leads in the event "LE 2016_10_23 CG".

-Greg

1 reply

Grégoire_Miche2
Grégoire_Miche2Accepted solution
New Participant
June 13, 2016

Hi Ulyana,

This filter will only select people who are member of a program with channel "live event" (which is what you want, I gather) and status = "Registered":

This means that is a lead has moved to the "attended" status, it will no longer be selected. Is this what you want ?

Now, to you question, you are correct, the segmentation for the dynamic content in the email will only apply to the leads who are selected in the smart campaign, so only the leads in the event "LE 2016_10_23 CG".

-Greg

Ulyana_Avetisov
New Participant
June 13, 2016

Hi!

Thanks for responding. I tested it on my two emails by running the campaign once.

The gmail has an invited status, the retailpro.com has a registered status. Both still got the default snippet. The preview shows the correct snippet. The dynamic section in the draft shows the correct content.

What do you think might be happening?

Grégoire_Miche2
New Participant
June 13, 2016

Hi Ulyana,

Are using a "send email" to test or a "send sample"? if you use a send sample, make sure you do it in a context where you can choose a lead (from Marketo main UI)

-Greg