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Shane_Rourke2
Shane_Rourke2
New Participant
March 3, 2023
Solved

What happens when member doesn't qualify for default program in a stream

  • March 3, 2023
  • 1 reply
  • 4894 views

Hello Community, 

 

I have a three-stream engagement program. Each email has its own default program - I am taking this approach for several reasons but the main reason is to have unique UTM values for each stream because the audience is being driven outside of Marketo. 

 

My question is what happens in the following scenario? If a prospect doesn't qualify for a default email program will they advance right away to the next default email program in the stream or will it wait until the next cast? 

 

Stream 1

Stream 2

Stream 3

 

If a member is in Stream 2/Touch 1 and they were in Stream 1/Touch 1, they wouldn't qualify and would move to Stream 2/Touch 2. How can I ensure there isn't a delay?

 

Also, can I use the same emails within different default programs/streams? In the screenshot, the same email asset would be used for Awareness Stream /Touch 1 and Consideration/Touch 2.  

 

 

 

 

 

 

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Best answer by Darshil_Shah1

You could either:

- Use the same Awareness default programs and add them to the top of Stream 2 as well. In this case, since people coming in from the Awareness stream would have already received content from it, the same content would not be re-sent to them, and they would directly receive content from the Consideration stage. OR,

 

- Clone programs from the Awareness stream that you want to include in the Consideration stage, and when a person is sent content from original programs in the Awareness stream, make them a member of the cloned Awareness programs so they don't receive the content from them (cloned Awareness programs) again when they get added to the consideration stream.

 

If you wish to track the engagements on the programs separately, then go with option 2, else option 1 should be fine in your case IMHO.

 

Also - per your business case, should people in the Awareness stream receive the Awareness content from Stream 2 (Consideration stream) if they get added to the static list by Lytics before they receive both the Awareness content offers from Stream 1 (Awareness stream)?

 

Lastly, with the background you gave in your last comment, I got an answer to what exactly you're asking for:

 

If a member is in Stream 2/Touch 1 and they were in Stream 1/Touch 1, they wouldn't qualify and would move to Stream 2/Touch 2. How can I ensure there isn't a delay?

Well, if a person has already received content from a program, they won't be sent the email from it and would move on to the next available content in the stream in the current cast. The person would not receive any content for the current stream only if they don't qualify for the smart list the campaign that sends out an email.

 

1 reply

Darshil_Shah1
Darshil_Shah1
Community Manager
March 3, 2023

 

My question is what happens in the following scenario? If a prospect doesn't qualify for a default email program will they advance right away to the next default email program in the stream or will it wait until the next cast? 

 

They won't progress to the next content in the stream until the next cast and in the current cast, they won't receive any content.

 

If a member is in Stream 2/Touch 1 and they were in Stream 1/Touch 1, they wouldn't qualify and would move to Stream 2/Touch 2. How can I ensure there isn't a delay?

Do you have campaigns/transition rules that manage the transition b/w the streams? The person's stream doesn't get changed until you do it via a flow step or transition rule. So a person in Stream 2 would remain in Stream 2 until their stream is changed.

 

Also, can I use the same emails within different default programs/streams? In the screenshot, the same email asset would be used for Awareness Stream /Touch 1 and Consideration/Touch 2.  

 

I think you should be able to send a same email from different default programs, but since Marketo doesn't track multiple opens for a same email-person combo, it's usually recommended to have seperare email and default programs for each content offer. When you use default programs in a stream, it doesn’t matter if you’ve received that specific email before. As long as the email was not sent out before in that specific program, you can receive it again.

Shane_Rourke2
Shane_Rourke2Author
New Participant
March 3, 2023

Thanks, @darshil_shah1 . 

 

I do have transition rules set up for stream transition. People can get to the Consideration Stream in two ways: 

1. Exhaust all emails in the Awareness Stream OR

2. Be added to a Marketo Static List triggered by Lytics (leads in Lytics list can be net new to the campaign or be in the Awareness Stream) 

 

We want to include the first two awareness emails from the Awareness Stream at the top of the Consideration Stream for the net new leads added to Lytics list BUT don't want leads from Awareness Stream to get those two emails again. 

Shane Rourke
Darshil_Shah1
Darshil_Shah1Accepted solution
Community Manager
March 3, 2023

You could either:

- Use the same Awareness default programs and add them to the top of Stream 2 as well. In this case, since people coming in from the Awareness stream would have already received content from it, the same content would not be re-sent to them, and they would directly receive content from the Consideration stage. OR,

 

- Clone programs from the Awareness stream that you want to include in the Consideration stage, and when a person is sent content from original programs in the Awareness stream, make them a member of the cloned Awareness programs so they don't receive the content from them (cloned Awareness programs) again when they get added to the consideration stream.

 

If you wish to track the engagements on the programs separately, then go with option 2, else option 1 should be fine in your case IMHO.

 

Also - per your business case, should people in the Awareness stream receive the Awareness content from Stream 2 (Consideration stream) if they get added to the static list by Lytics before they receive both the Awareness content offers from Stream 1 (Awareness stream)?

 

Lastly, with the background you gave in your last comment, I got an answer to what exactly you're asking for:

 

If a member is in Stream 2/Touch 1 and they were in Stream 1/Touch 1, they wouldn't qualify and would move to Stream 2/Touch 2. How can I ensure there isn't a delay?

Well, if a person has already received content from a program, they won't be sent the email from it and would move on to the next available content in the stream in the current cast. The person would not receive any content for the current stream only if they don't qualify for the smart list the campaign that sends out an email.

 

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