When you nest a program within a stream of an engagement program, do the smart campaigns in the program still need triggers in the smart list? | Community
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A
Anonymous
November 6, 2015
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When you nest a program within a stream of an engagement program, do the smart campaigns in the program still need triggers in the smart list?

  • November 6, 2015
  • 3 replies
  • 4053 views

If you place program A within the stream of an engagement program B, and activate it, will users be pushed directly into the flow steps of the smart campaigns within program A, or do you still need triggers and smart list criteria?

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Best answer by Grégoire_Miche2

Hi Justin,

1/ You should move this question to the "product and support" section. it's a miracle I saw it, as it is in the "Community Feedback & Help". May be Scott K. Wilder​ may help relocating it.

2/ To answer your question : no, you do not need to add filters. And you do not want to add trigger as the smart campaign you use has to be a batch campaign. The only exception is if you want to add filters to filter OUT some leads and prevent them entering the flow. Also remember that Marketo will not send the lead to the program if the lead is already a member of the program. This also means that you have to make the lead a member of the program with a "change program status" flow step.

EDIT : Hi Justin Plappert, although you apparently do not need to add filters, the doc says you should add a "Member of Engagement Program" filter. So the recommendation is that you add that filter.

-Greg

3 replies

A
Anonymous
November 9, 2015

Thanks for the excellent info.  Since you do not need to add a trigger to the campaign, and filters are optional - do you still need to run or schedule the campaign, or will it run each time someone from an engagement stream is added to the program? Put more simply, does placing a program inside an engagement stream make the stream a "trigger" for all campaigns within that program?  Thanks!

Grégoire_Miche2
Grégoire_Miche2
New Participant
November 9, 2015

Hi Justin,

You surely do not need to schedule the smart campaign. and indeed the engagement program will "trigger" it.

And, as written above the recommendation is that you add the "member of engagement program" filter.

-Greg

J
JeffSm6
New Participant
March 21, 2016

Greg, thanks for all your replies in this thread. I am surprised that this basic info doesn't seem to exist in the doc on this topic: Add a Program to an Engagement Program Stream - Marketo Docs - Product Docs

Thanks again!

Jeff

A
Anonymous
November 7, 2015

I moved your post to Products and Support​

Grégoire_Miche2
Grégoire_Miche2Accepted solution
New Participant
November 7, 2015

Hi Justin,

1/ You should move this question to the "product and support" section. it's a miracle I saw it, as it is in the "Community Feedback & Help". May be Scott K. Wilder​ may help relocating it.

2/ To answer your question : no, you do not need to add filters. And you do not want to add trigger as the smart campaign you use has to be a batch campaign. The only exception is if you want to add filters to filter OUT some leads and prevent them entering the flow. Also remember that Marketo will not send the lead to the program if the lead is already a member of the program. This also means that you have to make the lead a member of the program with a "change program status" flow step.

EDIT : Hi Justin Plappert, although you apparently do not need to add filters, the doc says you should add a "Member of Engagement Program" filter. So the recommendation is that you add that filter.

-Greg

Dan_Stevens_
Dan_Stevens_
New Participant
November 7, 2015

Actually, you must use a filter when using programs inside an Engagement Program (within the smart campaign that sends out the email): - you must use "Member of Engagement Program" at a minimum.  If you need to further filter leads from receiving the email, you can add them as necessary. And then, of course, no need to do anything with the "schedule" tab since the EP cadence will take care of that.

Grégoire_Miche2
Grégoire_Miche2
New Participant
November 7, 2015

H Justin,

Dan has a point, it might be impossible to leave the smart campaign with no filter at all. In this case, you may want to use an "is anonymous = false" filter (which is the dummy filter to use when you do not know what to use) or "member of engagement program" (which is a redundancy, since the smart campaign being called by the engagement program, the lead is a member anyway.

-Greg

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