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MartinDo5
New Participant
April 10, 2024
Solved

Streams and Smart Lists

  • April 10, 2024
  • 3 replies
  • 3072 views

Hi,

If a Smart List is used to add recipients to an Engagement Program stream, is the recipients criteria reevaluated at each step of the stream i.e. can someone drop off the stream because they no longer pass the Smart List criteria? 

 

I think I have read that Subscription status is reviewed at each step, but I wasn't clear if all of the Smart List criteria is.

Assuming that the Smart List criteria is applied at each step, is it best practice to populate a static list and use that to add recipients to the stream?

 

Thanks in advance. 

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Best answer by SanfordWhiteman

Broadly speaking, Smart List filters, triggers, and constraints are not reevaluated once someone has qualified and entered a Flow. This is true everywhere in Marketo.

 

However, as Darshil mentions, you might have a setup where the person must re-qualify for the Smart List, including when you use the Member of Smart List filter. In this case, by definition, the filters/triggers are reevaluated.

3 replies

Michael_Florin-2
Michael_Florin-2
New Participant
April 11, 2024

I think this questions raises the importance of having routine control mechanisms in your Engagement Programs. In this very case: A transition Smart Campaigns that moves everybody from any email sending stream into a stream many people call "Bad Exit" - which is just an empty stream. And that Smart Campaign would just reference your entry condition by checking: Is "subscribed still = TRUE and if not: Move them.

 

And if your EP fires daily at 8am, run this transition daily at 6am.

M
MartinDo5Author
New Participant
April 15, 2024

Thanks Michael. I get the concept of moving them into an empty stream. What are the implications if this isn't done? Is it mainly about keeping the data set as clean as possible?

Michael_Florin-2
Michael_Florin-2
New Participant
April 15, 2024

Yes, you could say so. See also some discussion here: https://nation.marketo.com/t5/product-discussions/adding-members-to-an-engagement-stream-without-content/td-p/148821

 

Main idea is that a stream without content or schedule keeps people in your program - which you want to keep reporting history - without creating exhaustion. So eventually, all members of an engagement program will eventually end up in an empty stream, be that a "Good Exit" or a "Bad Exit".

SanfordWhiteman
SanfordWhitemanAccepted solution
New Participant
April 10, 2024

Broadly speaking, Smart List filters, triggers, and constraints are not reevaluated once someone has qualified and entered a Flow. This is true everywhere in Marketo.

 

However, as Darshil mentions, you might have a setup where the person must re-qualify for the Smart List, including when you use the Member of Smart List filter. In this case, by definition, the filters/triggers are reevaluated.

    M
    MartinDo5Author
    New Participant
    April 15, 2024

    Noted - thank you.

    Darshil_Shah1
    Darshil_Shah1
    Community Manager
    April 10, 2024

    We'd need more information on how you've set up your Engagement program. Do you have emails as content in the stream or have Default program as content in the stream (and if so, do you check for eligibility in the send campaigns)?

     

    In general, once people are in an Engagement program stream, they won't get removed from it, transitioned to a different stream, or get their cadence changed to Pause state, even though they don't qualify for the smart list you used originally for adding people to the Engagement program's stream, i.e., once in the stream, members would be sent the unsent content from the top (eligibility conditions aren't checked; of course, Marketo won't send emails out if a person isn't marketable [Unsubscribed/Marketing Suspended/Email Invalid/Email Suspended] or has reached their daily/weekly communication limits). Ideally, you'd need eligibility campaigns that update the members' Cadence to the Pause state once people aren't eligible for the nurturing criteria. You can use the "Change Engagement Program Cadence" flow step and select the > New State as the "Paused" state.

      M
      MartinDo5Author
      New Participant
      April 15, 2024

      That makes sense - thank you.

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