Master lead nurturing with Marketo using Marketo's Engagement Programs and smart campaigns. Includes exclusive tips from marketing tech expert Josh Hill.
Marketo Engagements and Lead Nurturing - AdvancedJosh Hill
In this follow up to Nurture Your Audience the Way They Want to be Nurtured, I show in more detail how Marketo Engagements help you do this. Presented at the San Mateo Marketo User Group on August 10, 2016.
Nurturing Your Audience the Way they Want to be NurturedJosh Hill
Do you nurture your audience the same way you would like to be nurtured by your vendors? Probably not. We’ll explore the nurturing framework to ensure your team always considers the audience, not just this month’s MQL target. Learn about:
The Audience Centered Framework for Nurturing How to use the Framework in Marketo Engagements
Marketo Engagements and Drip Nurturing - Boston User Group Dec 10 2013Josh Hill
Discuss of Marketo Engagement Nurturing system vs. Drip Nurturing programs. When should you use Engagements over Drip? Can they be used together and under which circumstances?
This is chapter 17 from the Marketing Rockstar's Guide to Marketo. Inside you'll find help on lead nurturing ideas, workflows, and tools that will help you drive revenue.
Marketo Revenue Cycle Model and Lead Lifecycle How ToJosh Hill
Join Marketo experts Josh Hill and Jeff Coveney to learn how to design and implement a Marketo Revenue Cycle Model and gain visibility into your sales funnel metrics.
See the video here: http://summit.marketo.com/2015/sessions/the-tale-of-two-lifecycles-simplify-your-funnel-analysis/
The document discusses best practices for using Marketo's lead lifecycle and revenue model features. It recommends defining each stage of the lead lifecycle process in Marketo and using custom channels and programs to nurture leads through each stage. Key metrics for measuring performance at each stage are also outlined, including conversion rates from inquiries to marketing qualified leads to sales accepted leads and more.
This sample chapter from the Marketing Rockstar's Guide to Marketo shows you how to use Marketo for list management and stellar deliverability.
Also remember to sign up for new chapters! Sign up here: http://eepurl.com/sR1EL
Marketo Engagements and Lead Nurturing - AdvancedJosh Hill
In this follow up to Nurture Your Audience the Way They Want to be Nurtured, I show in more detail how Marketo Engagements help you do this. Presented at the San Mateo Marketo User Group on August 10, 2016.
Nurturing Your Audience the Way they Want to be NurturedJosh Hill
Do you nurture your audience the same way you would like to be nurtured by your vendors? Probably not. We’ll explore the nurturing framework to ensure your team always considers the audience, not just this month’s MQL target. Learn about:
The Audience Centered Framework for Nurturing How to use the Framework in Marketo Engagements
Marketo Engagements and Drip Nurturing - Boston User Group Dec 10 2013Josh Hill
Discuss of Marketo Engagement Nurturing system vs. Drip Nurturing programs. When should you use Engagements over Drip? Can they be used together and under which circumstances?
This is chapter 17 from the Marketing Rockstar's Guide to Marketo. Inside you'll find help on lead nurturing ideas, workflows, and tools that will help you drive revenue.
Marketo Revenue Cycle Model and Lead Lifecycle How ToJosh Hill
Join Marketo experts Josh Hill and Jeff Coveney to learn how to design and implement a Marketo Revenue Cycle Model and gain visibility into your sales funnel metrics.
See the video here: http://summit.marketo.com/2015/sessions/the-tale-of-two-lifecycles-simplify-your-funnel-analysis/
The document discusses best practices for using Marketo's lead lifecycle and revenue model features. It recommends defining each stage of the lead lifecycle process in Marketo and using custom channels and programs to nurture leads through each stage. Key metrics for measuring performance at each stage are also outlined, including conversion rates from inquiries to marketing qualified leads to sales accepted leads and more.
This sample chapter from the Marketing Rockstar's Guide to Marketo shows you how to use Marketo for list management and stellar deliverability.
Also remember to sign up for new chapters! Sign up here: http://eepurl.com/sR1EL
Building World Class MOPS Teams at MOPsCON by EtumosJosh Hill
Running a Marketing Operations or Automation Team? If so, you might be new to management or to the roles required to be successful. In this presentation from MOPSCON 2019, I talk about the 4 Pillars of MOPS, the roles and skills that your team will specialize in, and how to manage personal and team growth.
Marketo Nurture Program Tips and Tricks: Creating Complex JourneysStephanie Tyagita
We are kick-starting this year with an in-person MUG. Learn about Marketo’s engagement programs, and asset management strategy, and Adobe resources made available to you.
Mina Saleeb has been working in Martech and Salestech platforms since 2014 and will be sharing his knowledge in engagement programs, Marketo core functionality and how they can help your business simplify ongoing customer communications leading to increased engagement, upsells/cross-sells, onboarding experiences, etc. We’ll be addressing the core components of nurture programs, important aspects such as transition rules and streams as well as a quick look at more complex journeys using nested programs.
Nicholas Manojlovic has been a user of Marketo since 2012 and has helped hundreds of customers implement and use marketing automation within their businesses as the leader of the Marketo Professional Services business at Adobe. Nicho will be showing how organisations are leveraging cloud and AI to create and deliver thousands of assets – and how it all connects to Marketo.
Lead scoring is a shared sales and marketing process for identifying the hottest leads for sales-readiness. It is an invaluable tactic that most companies are struggling with. Watch this 30 minute, fast-paced webinar to get the latest and greatest tips on lead scoring whether you are setting up scoring for the first time or you are looking to optimize your current model.
The document provides an overview of using analytics and reports in Marketo. It discusses organizing reports for easy use, the different types of reports available and how to set them up. It also provides examples of quick ways to check data like using campaign, program or landing page tabs. The document aims to help users build out a reporting system to measure marketing performance.
In this preview to the Marketing Rockstar's Guide to Marketo, you will find a series of key checklists to help you avoid mistakes when running campaigns.
Lead nurturing has become an integral part of a successful marketing strategy—specifically when building relationships with potential buyers across multiple channels, even if they are not currently looking to purchase a product or service. Today’s potential buyers don’t become customers overnight—they require marketing over time as they self-educate and build trust with a company. Lead nurturing helps marketers communicate consistently with buyers cross-channel and throughout the sales cycle—addressing the gap in time between when a lead first interacts with you and when she is ready to purchase.
The Definitive Guide to Lead Nurturing covers everything you need to know to get started using lead nurturing to drive revenue growth, including how to:
Create a lead nurture strategy
Nurture leads across channels
Segment a lead database
Choose appropriate content for each lead nurture track and audience
Get the most value from lead nurturing with testing and optimization
Measure and explain lead nurturing’s return on investment
The document provides guidance for administrators on managing users and roles in Marketo. It discusses setting strong password requirements, creating limited roles for different types of users, and securely managing user accounts through inviting, editing, and deleting users. It also covers other administrative settings for integrating with systems like Salesforce and configuring options for email and fields.
The document discusses strategies for marketing to online users in India. It notes that people have increased internet access through various devices like smartphones. It then discusses different types of online shoppers in India and how to target them through location-based advertising or by understanding their decision factors when shopping online. The document also covers developing personas, account-based marketing strategies, creating a customer journey map, and planning promotion strategies using various digital channels. It emphasizes measuring the effectiveness of different marketing tactics.
This document provides instructions on how to conduct A/B testing of landing pages in Marketo. It discusses key concepts of A/B testing and recommends elements of pages to test. It then provides a step-by-step guide to setting up an A/B test of two landing pages for purchasing a guide on Marketo. Instructions are provided on how to create the test group, edit the pages, add pages to the group, approve the pages and group, and report on results. The goal of the test is to compare a page with a money-back guarantee to one without.
Lead Generation is one of a very important step of Sales Process. It involves cold calling, social media marketing, email campaign, webinars, events, conferences and so on. There are many things to be considered before beginning any of the lead generation strategies. Many factors needed to be into consideration for an effective lead generation.
Hooks and Upsell: Bottoms-Up Product and GTM StrategyVivek Saraswat
A framework for growing bottoms-up (i.e. product-led) adoption in B2B products, along with a summary of commonly-used GTM strategies and sales models
Originally presented at Open Core Summit 2020 by Vivek Saraswat (Venture Partner at Mayfield, Product Leader at Docker/VMware/AWS)
Building Your Marketo Mansion With WorkspacesMarketo
For large and growing organizations, different business units or regions have different needs. With the segmenting power of Workspaces and Lead Partitions, you won't have to worry about hitting the wrong person (or thousands of persons!) with the wrong message!
Best Practices for Syncing Microsoft Dynamics to MarketoPerkuto
Slide deck for The Coffee MUG webinar held on November 13, 2019, featuring Perkuto's own Senior Consultant Hilary German and Solutions Architect Lindsay Khan, discussing techniques to alleviate your challenges and improve your success rate.
The document outlines a 7 step process for lead lifecycle management from prospect to revenue. It discusses how buying processes have evolved, requiring marketing and sales to align. The 7 steps include: understanding buyers, segmenting the database, improving marketing efficiency, scoring leads, nurturing contacts, enabling sales, and measuring effectiveness. Continuous optimization is needed as processes evolve over time. Lead management is key for B2B marketing and adopting the outlined steps can help grow revenue.
Use this go-to-market framework to define the activities required to successfully build market-driven products & services that customers will accept. The six stages include research, plan, approve, develop, prepare and launch. Within each stage there are a series of essential activities that need to be performed to ensure alignment between product features and customer needs, and alignment with organizational objectives and priorities.
Download for FREE here: http://www.demandmetric.com/content/modern-go-market-framework
Learn how to use storytelling techniques to build powerful account nurturing systems. Leverage age old techniques only master marketers use to lead people through to the new world of using your products instead of the old world and old products.
Here at Marketo, we’ve constantly got a slew of pipeline building, revenue generating, engagement cultivating marketing programs running. All to different audiences through different channels and with varying metrics to reach.
Watch our team of Analytics Aces reveal the secrets to reporting on the metrics that prove marketing’s impact.
This document provides an overview of a Bloomerang Academy webinar on using surveys to gain insights from donors. The webinar covered:
1) Why surveys are important for understanding why donors give and stop giving.
2) How to use Bloomerang's built-in surveys to learn about trust, commitment, satisfaction and intimacy from donors.
3) Steps for creating, sending, and analyzing survey results to improve donor loyalty, engagement, and retention.
How to run an outbound email campaigns with $0 investmentVenkat Ramakrishnan
I started doing outbound email campaigns recently and realised that its an ocean in itself . I have put together my learnings for the benefit of some one starting newly.
The presentation covers the following:
1. How to create a target list?
2. What content to send in an email?
3. How to handle a campaign
4. Further reading material to learn more
The presentation details the tools required to run a with $0 investment. The presentation also provides details on tools which will improve efficiency and can be used when your campaign starts to scale.
Building World Class MOPS Teams at MOPsCON by EtumosJosh Hill
Running a Marketing Operations or Automation Team? If so, you might be new to management or to the roles required to be successful. In this presentation from MOPSCON 2019, I talk about the 4 Pillars of MOPS, the roles and skills that your team will specialize in, and how to manage personal and team growth.
Marketo Nurture Program Tips and Tricks: Creating Complex JourneysStephanie Tyagita
We are kick-starting this year with an in-person MUG. Learn about Marketo’s engagement programs, and asset management strategy, and Adobe resources made available to you.
Mina Saleeb has been working in Martech and Salestech platforms since 2014 and will be sharing his knowledge in engagement programs, Marketo core functionality and how they can help your business simplify ongoing customer communications leading to increased engagement, upsells/cross-sells, onboarding experiences, etc. We’ll be addressing the core components of nurture programs, important aspects such as transition rules and streams as well as a quick look at more complex journeys using nested programs.
Nicholas Manojlovic has been a user of Marketo since 2012 and has helped hundreds of customers implement and use marketing automation within their businesses as the leader of the Marketo Professional Services business at Adobe. Nicho will be showing how organisations are leveraging cloud and AI to create and deliver thousands of assets – and how it all connects to Marketo.
Lead scoring is a shared sales and marketing process for identifying the hottest leads for sales-readiness. It is an invaluable tactic that most companies are struggling with. Watch this 30 minute, fast-paced webinar to get the latest and greatest tips on lead scoring whether you are setting up scoring for the first time or you are looking to optimize your current model.
The document provides an overview of using analytics and reports in Marketo. It discusses organizing reports for easy use, the different types of reports available and how to set them up. It also provides examples of quick ways to check data like using campaign, program or landing page tabs. The document aims to help users build out a reporting system to measure marketing performance.
In this preview to the Marketing Rockstar's Guide to Marketo, you will find a series of key checklists to help you avoid mistakes when running campaigns.
Lead nurturing has become an integral part of a successful marketing strategy—specifically when building relationships with potential buyers across multiple channels, even if they are not currently looking to purchase a product or service. Today’s potential buyers don’t become customers overnight—they require marketing over time as they self-educate and build trust with a company. Lead nurturing helps marketers communicate consistently with buyers cross-channel and throughout the sales cycle—addressing the gap in time between when a lead first interacts with you and when she is ready to purchase.
The Definitive Guide to Lead Nurturing covers everything you need to know to get started using lead nurturing to drive revenue growth, including how to:
Create a lead nurture strategy
Nurture leads across channels
Segment a lead database
Choose appropriate content for each lead nurture track and audience
Get the most value from lead nurturing with testing and optimization
Measure and explain lead nurturing’s return on investment
The document provides guidance for administrators on managing users and roles in Marketo. It discusses setting strong password requirements, creating limited roles for different types of users, and securely managing user accounts through inviting, editing, and deleting users. It also covers other administrative settings for integrating with systems like Salesforce and configuring options for email and fields.
The document discusses strategies for marketing to online users in India. It notes that people have increased internet access through various devices like smartphones. It then discusses different types of online shoppers in India and how to target them through location-based advertising or by understanding their decision factors when shopping online. The document also covers developing personas, account-based marketing strategies, creating a customer journey map, and planning promotion strategies using various digital channels. It emphasizes measuring the effectiveness of different marketing tactics.
This document provides instructions on how to conduct A/B testing of landing pages in Marketo. It discusses key concepts of A/B testing and recommends elements of pages to test. It then provides a step-by-step guide to setting up an A/B test of two landing pages for purchasing a guide on Marketo. Instructions are provided on how to create the test group, edit the pages, add pages to the group, approve the pages and group, and report on results. The goal of the test is to compare a page with a money-back guarantee to one without.
Lead Generation is one of a very important step of Sales Process. It involves cold calling, social media marketing, email campaign, webinars, events, conferences and so on. There are many things to be considered before beginning any of the lead generation strategies. Many factors needed to be into consideration for an effective lead generation.
Hooks and Upsell: Bottoms-Up Product and GTM StrategyVivek Saraswat
A framework for growing bottoms-up (i.e. product-led) adoption in B2B products, along with a summary of commonly-used GTM strategies and sales models
Originally presented at Open Core Summit 2020 by Vivek Saraswat (Venture Partner at Mayfield, Product Leader at Docker/VMware/AWS)
Building Your Marketo Mansion With WorkspacesMarketo
For large and growing organizations, different business units or regions have different needs. With the segmenting power of Workspaces and Lead Partitions, you won't have to worry about hitting the wrong person (or thousands of persons!) with the wrong message!
Best Practices for Syncing Microsoft Dynamics to MarketoPerkuto
Slide deck for The Coffee MUG webinar held on November 13, 2019, featuring Perkuto's own Senior Consultant Hilary German and Solutions Architect Lindsay Khan, discussing techniques to alleviate your challenges and improve your success rate.
The document outlines a 7 step process for lead lifecycle management from prospect to revenue. It discusses how buying processes have evolved, requiring marketing and sales to align. The 7 steps include: understanding buyers, segmenting the database, improving marketing efficiency, scoring leads, nurturing contacts, enabling sales, and measuring effectiveness. Continuous optimization is needed as processes evolve over time. Lead management is key for B2B marketing and adopting the outlined steps can help grow revenue.
Use this go-to-market framework to define the activities required to successfully build market-driven products & services that customers will accept. The six stages include research, plan, approve, develop, prepare and launch. Within each stage there are a series of essential activities that need to be performed to ensure alignment between product features and customer needs, and alignment with organizational objectives and priorities.
Download for FREE here: http://www.demandmetric.com/content/modern-go-market-framework
Learn how to use storytelling techniques to build powerful account nurturing systems. Leverage age old techniques only master marketers use to lead people through to the new world of using your products instead of the old world and old products.
Here at Marketo, we’ve constantly got a slew of pipeline building, revenue generating, engagement cultivating marketing programs running. All to different audiences through different channels and with varying metrics to reach.
Watch our team of Analytics Aces reveal the secrets to reporting on the metrics that prove marketing’s impact.
This document provides an overview of a Bloomerang Academy webinar on using surveys to gain insights from donors. The webinar covered:
1) Why surveys are important for understanding why donors give and stop giving.
2) How to use Bloomerang's built-in surveys to learn about trust, commitment, satisfaction and intimacy from donors.
3) Steps for creating, sending, and analyzing survey results to improve donor loyalty, engagement, and retention.
How to run an outbound email campaigns with $0 investmentVenkat Ramakrishnan
I started doing outbound email campaigns recently and realised that its an ocean in itself . I have put together my learnings for the benefit of some one starting newly.
The presentation covers the following:
1. How to create a target list?
2. What content to send in an email?
3. How to handle a campaign
4. Further reading material to learn more
The presentation details the tools required to run a with $0 investment. The presentation also provides details on tools which will improve efficiency and can be used when your campaign starts to scale.
This document discusses how physical direct mail can be integrated with digital marketing tactics like inbound marketing and marketing automation using personalized URLs (PURLs). It provides examples of how PURLs were used in direct mail campaigns to segment leads and funnel them into automated email workflows based on their responses. Key benefits highlighted include increased lead generation and qualification rates. The document advocates that direct mail marketers should embrace digital tactics and view PURLs as a way to link physical and digital marketing efforts.
The Tech's In The Mail - DIRECT MAIL + Marketing automation = triggered marke...Dennis Kelly
Presentation at NEDMA's Annual Conference
Marketing Automation is exploding
Direct Mail is better at generating leads on a timely basis
PURLs can link Direct Mail & Marketing Automation, bringing the best of both worlds together on campaigns
The tech's in the mail - Dennis Kelly, CEO, Boingnetbethdla
This document discusses how physical direct mail can be integrated with digital marketing efforts like inbound marketing and marketing automation using personalized URLs (PURLs). It provides examples of how PURLs were used in direct mail campaigns to segment leads and funnel them into automated email workflows based on their responses. Key benefits highlighted include better lead scoring, tracking, and integration across channels.
The document discusses Net Promoter Score (NPS) surveys that are sent to customers at different phases. It provides an overview of the NPS portal and its various sections to analyze survey responses. Key points include inferring feedback on responses, comments, and overall NPS. Customizing searches and using graphs/tables for analysis is mentioned. The roles of team members in addressing issues from the feedback are also summarized. Finally, it provides pointers on improving customer experience, firefighting problems reported in surveys, and general guidelines around NPS.
How to Gather Useful, Usable Customer Satisfaction FeedbackNaomi Karten
Do you know what your customers really think? Many organizations have woefully inadequate processes for gathering customer satisfaction feedback – processes that lead to distortion and misinterpretation rather than useful, usable information. In this presentation, I focus on key issues in planning, designing, gathering and using customer satisfaction feedback, and review some of the most blatant feedback-gathering flaws as well as some of the most subtle ones. I also describe the interesting approaches some organizations have used to gather feedback. This presentation includes numerous examples of what to do – and what not to do – to gather meaningful, actionable feedback.
The document outlines an email marketing campaign to promote an online course called DMND. It includes:
- The marketing objective of getting 100 leads to purchase DMND within 3 weeks.
- Details on the target persona named Mohamed including demographics, needs, goals and barriers.
- An outline for a 3 email series to raise awareness, encourage purchase and follow up.
- Creative briefs for each email including themes, subject lines and calls to action.
- A calendar planning the development, testing, sending and analysis of each email.
- Sample results and recommendations from the first email including improving the contact list and testing subject lines.
Data Lakes in Real Life: Analyzing Analysts to Improve Process Efficiency, Su...Mariia Bocheva
This document discusses data lakes and describes a company's experience using one. It outlines the key benefits of data lakes such as their ability to store raw data in a cost effective way and make it accessible to various users. However, it also notes challenges the company faced with insufficient task distribution, a lack of efficiency measurements, incorrect estimates and repetitive mistakes. Their data lake solution helped address these issues by providing detailed workload analytics and automation guides. Going forward, they aim to integrate additional data sources to get a more holistic view and answer remaining business questions.
This document discusses data lakes and how they can help companies analyze large amounts of raw data from various sources. It describes how a data lake differs from a data warehouse in its structure and ability to support different types of users. The document then shares one company's experience using a data lake to better distribute tasks, measure team member efficiency, improve task estimates, reduce repeated mistakes, and address issues like breaking service level agreements. It concludes by identifying remaining questions, opportunities to improve the data being collected, and takeaways for getting started with a data lake.
Presented at the Healthcare IT Marketing and PR Conference held in 2016, the presentation highlights the realities of buying a marketing automation solution (such as Marketo, Pardot, Eloqua or Hubspot) and some cool tricks to get a lift out of your marketing efforts.
The document outlines an email marketing campaign plan to obtain 100 new enrollments in the DMND program during July 2021. It includes details on the target persona, a 3-email series with content plans, an A/B test overview, and a calendar. Results from the first email include an open rate of 22%, click-through rate of 8%, and conversion rate of 3.3%, with recommendations to improve future emails like testing calls to action and images.
The document provides frequently asked questions about a 360 degree feedback survey process. It discusses what a 360 survey is, its benefits for employees, how the nomination and survey completion process works, issues of anonymity, and how survey reports are generated and shared. Key details include that employees nominate colleagues at different relationship levels to provide feedback, surveys are anonymous, and individual reports are shared with participants and HR to provide comprehensive feedback and help employees improve.
Why Leads Great 'Til They Gotta Be Great: Revive Dying LeadsEtumos
In the words of Lizzo, “I just pulled a revenue report. Turns out I’m 100% off target.” In this session, Amanda Thomas (Marketing Technology Consultant at Etumos) teaches you how to pinpoint where your problems are, and then bring your leads back to life like a boss. Walk away knowing how to build reports to find when and why your leads are falling out of the sales cycle, as well as engagement programs to re-engage your stale leads.
A ~15 sec. Process to Qualify Your “Inbound Leads” (& How to Comp your SDRs t...Sales Hacker
What You'll Learn:
- A 15-second process to weed out unqualified inbound leads & “tire-kickers”
- How to identify “sales-ready” leads & move unqualified leads to the “back of your radar”
- Why defining your ideal customer profile (ICP) is critical (and how to do it the RIGHT way)
- How to select the right variable performance measures & calculate OTE for your inbound reps
Delivering Increased Relevance and Revenue with Automated EmailsVivastream
This document discusses how UncommonGoods automated their email program to increase relevance and revenue. It began with welcome series emails and expanded to include remarketing emails for browse abandonment, cart abandonment, SKU/reminder emails, and order confirmation emails. The program analyzed customer data and engagement to send more targeted emails. It tested different content, timings, and segments. The results showed higher open and conversion rates for targeted emails compared to broadcast emails. Overall, the automated program increased email revenue and the document advocates testing programs continually to further optimize engagement and reduce fatigue.
The document summarizes the first tutorial for a career fundamentals course. It outlines the agenda which includes administrative items, an introduction to skills matrices, and an activity. Students are asked to provide their contact information and bring name cards to track attendance. The tutorial then covers how to develop a skills matrix using positive examples of strengths (STAR stories) and failures. It provides examples and emphasizes the importance of the skills matrix for future job applications. Students participate in an activity and are given action items to complete before the next class.
The document outlines a framework for creating a coaching program with 7 steps. Section 1 discusses asking questions to establish confidence in a new project. Section 2 discusses understanding clients' needs, problems, wants and desired results to build an effective framework. The 7 steps of the framework are: 1) address immediate issues, 2) prepare for program success, 3) take major steps towards wants, 4) manage fears and problems, 5) start the process towards results, 6) overcome issues and supply needs, 7) fulfill wants and help reach results. The framework is meant to guide clients from their current situation to their desired new place.
1) The document provides strategies for getting more out of lead nurturing from the start, including using fewer workflows to concentrate results, sending highly personalized emails tailored to segments, and making incremental, data-driven improvements.
2) It recommends using fewer workflows to avoid diluting results and passing leads through one workflow if possible. It also suggests personalizing emails for segments based on both explicit and implicit data about leads.
3) The final strategy is to regularly review workflow performance, implement changes that improved results, identify new experiments, and make ongoing refinements informed by lead behavior data. The goal is to continuously improve lead nurturing outcomes.
Intelligent Uses and New Intelligences for D2L Intelligent AgentsD2L Barry
This document discusses intelligent agents in a learning management system and provides best practices for their use. It defines intelligent agents as software that assists people by automating notifications based on defined activities or lack of activities in a course. It provides examples of creating agents and effective practices like carefully considering who notifications are sent to. New features for agents are highlighted, including the ability to run agents as a practice and see running history. Eight examples of intelligent uses of agents are described, such as welcoming students, checking on lack of course access, and congratulating improved quiz scores.
Ähnlich wie Master Nurturing and Marketo Engagement Programs (20)
Five Steps to a Martech Power Stack (2021)Josh Hill
Josh Hill and Kelly Jo Horton update and enhance their popular 2019 Adobe stack management presentation.
What we will cover in this session. Five practical steps to creating a power stack.
Know where you are. What’s in your stack, who owns the technologies
Identifying Gaps & Overlaps. Do you really need everything you have? Streamlining, consolidating, adding to fill gaps
Making a case. How do you justify a new purchase?
Vetting vendors. How to control the vendor vetting process and negotiations
Change management. Change is hard. How to find your champions and foster adoption
Campaign Operations - a Primer for Production TeamsJosh Hill
The document provides an overview of campaign operations processes and roles. It discusses key aspects of managing campaign production including defining program types, setting service level agreements (SLAs), understanding team capacity, and measuring key performance indicators. Common challenges like prioritizing work, handling errors, and assessing internal vs external resources are also addressed. Career paths within campaign operations such as campaign management, platform operations, and marketing intelligence are outlined.
Short Guide to B2B Marketing Careers and RolesJosh Hill
This document summarizes common B2B marketing career roles at different organization sizes. It discusses roles such as campaign manager, email marketer, event marketer, field marketing, content marketing, corporate marketer, public relations, SEO, SEM, creative design. For each role it outlines typical responsibilities at the specialist, manager, director and VP levels. It is intended as a general guide, as responsibilities may vary between companies.
Learn how to implement ABM by stepping back to achieve Sales-Marketing Alignment and workflow alignment. ABM is a new world and here's how to tackle it.
Account Based Marketing Success Path - Infrastructure and Campaign SecretsJosh Hill
Need to jumpstart your ABM efforts yesterday? Don’t struggle with your martech stack and database to support your ambitious efforts. Join this session to learn how two Marketo Champions do Account Based Marketing, including:
The Segmentation Framework you didn’t know you needed for targeting Accounts and Personas How to measure the performance of your ABM tactics in Marketo Real-life ABM campaigns you can deploy immediately. (May 2016).
Account Based Marketing with Marketo - LA User Group Dec 4, 2015Josh Hill
The document discusses account based marketing strategies using Marketo. It begins with an agenda for a Marketo user group meeting covering recent product updates, account based marketing, and solving business problems. Next, it outlines Marketo's Q4 feature releases including smart list subscriptions, custom objects, and mobile enhancements. Two sections then provide more details on implementing account based marketing within Marketo, including building account and buyer personas, data cleaning, and setting up a multi-level nurturing system. An example use case is also presented covering identifying target accounts, engaging them through campaigns, and measuring analytics.
How to Build a Sales Funnel - Marketo User Group LA - Dec 4, 2014Josh Hill
How to build a sales funnel system in Marketo to report on stage conversion rates. In this presentation, Josh Hill and Madhu Gulati discuss techniques for the revenue cycle model, success path analyzer, and revenue cycle explorer. Original presentation to the LA Marketo User Group
How to Use LinkedIn as a College Student - Get Jobs and Internships FastJosh Hill
Learn how to use LinkedIn as a Student (and as a professional) to increase visibility, credibility, and calls from recruiters. Shape your profile to get that interview, internship, and more by following a few simple steps.
Learn How to Use Data Management Techniques in Marketo - Smart Lists, Automatic Data Appending, Static List counts, Imports, and Segmentations for Dynamic Content.
Marketo Reporting with Marketo User Group Netherlands - Jan 21 2014Josh Hill
Josh Hill presented on hands on Marketo reporting and provided an overview of the different types of reports available in Marketo including lead, email, campaign, and company reports. He demonstrated several fast reporting tools like campaign and program overview tabs, smart lists, and landing page summaries. Hill also offered tips for better report naming, controlling reports, using subscriptions, and cross-tabbing data. He discussed using programs and tags to prepare for Revenue Cycle Analytics reporting.
Marketo Sales Insight is a tool that provides salespeople with insights about leads and customers from their activity on a company's website and in email campaigns. It integrates this data into the salesperson's view in Salesforce. The document discusses how to set up Sales Insight by installing the app in Salesforce and configuring settings. It also explains how to create "interesting moments" like webinar registrations or page visits that will be displayed to salespeople. The document provides examples of how to trigger interesting moments from certain actions and use tokens to populate details. It also discusses options for exposing emails and campaigns to Sales Insight so sales can interact with marketing assets.
The document provides guidance on naming schemes and organizing assets in Marketo to help marketers manage their Marketo implementation. It recommends using descriptive names for campaigns, programs, emails, landing pages, forms and smart lists that include relevant details like dates and keywords. Precise naming helps marketers easily find and understand assets over time and supports effective search and filtering in Marketo.
Marketing Rockstar's Guide to Marketo TemplateJosh Hill
The document is a sample chapter on email reputation management. It includes various sections and elements to outline best practices, cautions, notes, warnings, checklists, and a self-quiz related to building and monitoring email campaigns. The chapter aims to provide guidance on setting up email authentication, avoiding spam triggers, and addressing bounced emails to ensure successful email deliverability.
In this section, you will learn how to access the Marketo Community to find help from fellow users as well as Marketo staff. You will learn how to find experts and how to contact Marketo Support after doing some troubleshooting of your own.
Driving Business Innovation: Latest Generative AI Advancements & Success StorySafe Software
Are you ready to revolutionize how you handle data? Join us for a webinar where we’ll bring you up to speed with the latest advancements in Generative AI technology and discover how leveraging FME with tools from giants like Google Gemini, Amazon, and Microsoft OpenAI can supercharge your workflow efficiency.
During the hour, we’ll take you through:
Guest Speaker Segment with Hannah Barrington: Dive into the world of dynamic real estate marketing with Hannah, the Marketing Manager at Workspace Group. Hear firsthand how their team generates engaging descriptions for thousands of office units by integrating diverse data sources—from PDF floorplans to web pages—using FME transformers, like OpenAIVisionConnector and AnthropicVisionConnector. This use case will show you how GenAI can streamline content creation for marketing across the board.
Ollama Use Case: Learn how Scenario Specialist Dmitri Bagh has utilized Ollama within FME to input data, create custom models, and enhance security protocols. This segment will include demos to illustrate the full capabilities of FME in AI-driven processes.
Custom AI Models: Discover how to leverage FME to build personalized AI models using your data. Whether it’s populating a model with local data for added security or integrating public AI tools, find out how FME facilitates a versatile and secure approach to AI.
We’ll wrap up with a live Q&A session where you can engage with our experts on your specific use cases, and learn more about optimizing your data workflows with AI.
This webinar is ideal for professionals seeking to harness the power of AI within their data management systems while ensuring high levels of customization and security. Whether you're a novice or an expert, gain actionable insights and strategies to elevate your data processes. Join us to see how FME and AI can revolutionize how you work with data!
TrustArc Webinar - 2024 Global Privacy SurveyTrustArc
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See how organizational priorities and strategic approaches to data security and privacy are evolving around the globe.
This webinar will review:
- The top 10 privacy insights from the fifth annual Global Privacy Benchmarks Survey
- The top challenges for privacy leaders, practitioners, and organizations in 2024
- Key themes to consider in developing and maintaining your privacy program
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My slides at Nordic Testing Days 6.6.2024
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In this work, we equipped AFL, a popular fuzzer, with DIAR and examined two critical Linux libraries -- Libxml's xmllint, a tool for parsing xml documents, and Binutil's readelf, an essential debugging and security analysis command-line tool used to display detailed information about ELF (Executable and Linkable Format). Our preliminary results show that AFL+DIAR does not only discover new paths more quickly but also achieves higher coverage overall. This work thus showcases how starting with lean and optimized seeds can lead to faster, more comprehensive fuzzing campaigns -- and DIAR helps you find such seeds.
- These are slides of the talk given at IEEE International Conference on Software Testing Verification and Validation Workshop, ICSTW 2022.
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We’ll kick things off by showcasing the most commonly used event-based triggers, introducing you to various automation workflows like manual triggers, schedules, directory watchers, and more. Plus, see how these elements play out in real scenarios.
Whether you’re tweaking your current setup or building from the ground up, this session will arm you with the tools and insights needed to transform your FME usage into a powerhouse of productivity. Join us to discover effective strategies that simplify complex processes, enhancing your productivity and transforming your data management practices with FME. Let’s turn complexity into clarity and make your workspaces work wonders!
Dr. Sean Tan, Head of Data Science, Changi Airport Group
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Webinar Recording: https://www.panagenda.com/webinars/hcl-notes-und-domino-lizenzkostenreduzierung-in-der-welt-von-dlau/
DLAU und die Lizenzen nach dem CCB- und CCX-Modell sind für viele in der HCL-Community seit letztem Jahr ein heißes Thema. Als Notes- oder Domino-Kunde haben Sie vielleicht mit unerwartet hohen Benutzerzahlen und Lizenzgebühren zu kämpfen. Sie fragen sich vielleicht, wie diese neue Art der Lizenzierung funktioniert und welchen Nutzen sie Ihnen bringt. Vor allem wollen Sie sicherlich Ihr Budget einhalten und Kosten sparen, wo immer möglich. Das verstehen wir und wir möchten Ihnen dabei helfen!
Wir erklären Ihnen, wie Sie häufige Konfigurationsprobleme lösen können, die dazu führen können, dass mehr Benutzer gezählt werden als nötig, und wie Sie überflüssige oder ungenutzte Konten identifizieren und entfernen können, um Geld zu sparen. Es gibt auch einige Ansätze, die zu unnötigen Ausgaben führen können, z. B. wenn ein Personendokument anstelle eines Mail-Ins für geteilte Mailboxen verwendet wird. Wir zeigen Ihnen solche Fälle und deren Lösungen. Und natürlich erklären wir Ihnen das neue Lizenzmodell.
Nehmen Sie an diesem Webinar teil, bei dem HCL-Ambassador Marc Thomas und Gastredner Franz Walder Ihnen diese neue Welt näherbringen. Es vermittelt Ihnen die Tools und das Know-how, um den Überblick zu bewahren. Sie werden in der Lage sein, Ihre Kosten durch eine optimierte Domino-Konfiguration zu reduzieren und auch in Zukunft gering zu halten.
Diese Themen werden behandelt
- Reduzierung der Lizenzkosten durch Auffinden und Beheben von Fehlkonfigurationen und überflüssigen Konten
- Wie funktionieren CCB- und CCX-Lizenzen wirklich?
- Verstehen des DLAU-Tools und wie man es am besten nutzt
- Tipps für häufige Problembereiche, wie z. B. Team-Postfächer, Funktions-/Testbenutzer usw.
- Praxisbeispiele und Best Practices zum sofortigen Umsetzen
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* Live demos with code snippets
* Enhancing LLM capabilities with vector search
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Perfect for developers, AI enthusiasts, and tech leaders. Learn how to leverage MongoDB Atlas to deliver highly relevant, context-aware search results, transforming your data retrieval process. Stay ahead in tech innovation and maximize the potential of your applications.
#MongoDB #VectorSearch #AI #SemanticSearch #TechInnovation #DataScience #LLM #MachineLearning #SearchTechnology
Unlock the Future of Search with MongoDB Atlas_ Vector Search Unleashed.pdf
Master Nurturing and Marketo Engagement Programs
1. Master Engagement Marketing with
Marketo Engagement Programs
Josh Hill
Director, Lead Lifecycle Management
RingCentral, Inc.
April 2018
2. Abit about me
• Author of MarketingRockstarGuides.com
• Five time Marketo Champion and Alum
• Marketo user from 2010
• Goal is to help you learn how to tell your story automatically
at scale
3. If you learn nothing else from this
session, pay attention to the
Journey Session
8. The Journey Session: Entry
What to decide
on
Defined as…
Entry – Who • Which people now, and in the future, will enter this program?
Entry – When • When should they enter?
• Specific time and day?
• Behavior? Free trial sign up? Data value changed?
9. The Journey Session: Goal
What to decide
on
Defined as…
Exit – Goal – good
stop or Transition
• What positive action (for us) do we want the Person to take as a result of this
program?
• Click?
• Register?
• Do enough behaviors to reach X points and MQL?
10. The Journey Session: Bad Exit
What to decide
on
Defined as…
Exits – Bad – when
should we stop?
• Unsubscribed
• Invalid
• No longer in target group (Excluded)
11. The Journey Session: Cadence
What to decide
on
Defined as…
Cadence – How
Often?
• Every X days/weeks/months at 12pm.
• Day 1, Day 3, Day 8…
• Will you transition to Faster or Slower or Different depending on what they do?
12. The Journey Session: Content
What to decide
on
Defined as…
Content • Streams?
• Case Studies?
• # of emails now
• # of emails later
Stream Stream 1: Initial Stream 2: Mid
Stage
Stage 3: Late
Stage
Cadence Twice a month Once a week Twice a week
Content General info about
the space
Solution oriented
content
Product content and
case studies
14. Example output
Question Stream 1: Free Trial Welcome Stream 2: Engaged Trial
Entry SFDC Leads who filled out the free trial form on US
Site.
SFDC Type=Lead
Form Source=Free Trial
Trial Lead engages with Product
Product Login=5x per day
Move from Stream 1 to S2
Goal Paid Account
Account Type=Paid or Opp Stage=Closed Won
Paid Account
Account Type=Paid or Opp Stage=Closed Won
Cadence/Timing One Email in first 10 minutes
1 email every week on Tues at 10:30am PST
3 emails, 1 per day at 8am PS
Exits - Bad • Unsubscribed
• Email Invalid
• Hard Bounced
• Excluded: Account=Cancelled OR Exhausted+No
Opp
• Unsubscribed
• Email Invalid
• Hard Bounced
• Excluded: Account=Cancelled ORr
Opp=Downgraded
Content 1 intro email
5 emails, 1 per week
6 emails, 3 per week for 2 weeks
15. Example output
Question Answers What this is
Entry SFDC Leads who filled out the free trial form on US
Site.
SFDC Type=Lead
Form Source=Free Trial
Who should enter this drip?
When should they enter?
Goal Paid Account
Account Type=Paid or Opp Stage=Closed Won
What’s the goal of this nurture for the Person and for
the Marketer? What positive action needs to occur for
this chapter to end?
Cadence/Timing One Email in first 10 minutes
1 email every week on Tues at 10:30am PST
When should the emails or other touches occur?
Matters for how you build.
Exits - Bad • Unsubscribed
• Email Invalid
• Hard Bounced
• Excluded: Account=Cancelled OR Exhausted+No
Opp
Which negative behaviors mean an end to this
Chapter?
Are there people we should exclude?
Content 1 intro email
5 emails, 1 per week
Need a strong commitment from marketers to add more
content or deliver it on time. Content type may influence
Cadence, etc.
16. If your team cannot answer a Journey
Session question, you aren’t ready to
move forward in Marketo.
🛑
18. Cadence concepts
Every Tuesday at 4pm
Every M-F at 6am
Every sixth week at 4pm on a
Wednesday
Every Month, first Tuesday of
Month.
Start Day 0 with email.
In 3 hours, send another email
On day 2 at 5am, send email
Wait 6 Days
Day 8 send email
Day 12 send email
Regular Irregular
🗓
Nurtures, Newsletters, etc.
Stay in touch
Onboarding/Welcome
SDR/BDR follow up
Post Loss
20. Example system doc
Smart Campaign Smart List Flow Schedule or Notes
00 – Entry
[URL]
Account Status=Paid
Signup Date IN PAST 1 Day
Member of Smart List IN
“Emailable”
Add to List “ENTERED”
Add to Engagement:
If Member of Smart List
IN “Product 1” then S1-
Product 1
If Member of Smart List
IN “Product 2” then S2-
Product 2
Run Daily
Once per Lead
01 – Exit – Goal
[URL]
Member of Engagement IN
Stream 1 OR 2 and Normal
Launch Date IN PAST 7 Days
Change Cadence:
Paused
Change Stream: Exit
Goal
Add to List “Goal Launch”
Run Weekly on Night
before Sends
Once per Lead
21. Think once, clone a dozen times
Pre built transitions: S1
to S2
Pre built Exits - rarely
change these.
Entries will change the
most between
programs.
23. Engagement entry caveat
Always use Batches
Direct Import into ANY Program
makes the Leads members of the
Program AND Member of First
Stream
24. Saving time and gaining control with
Paired Load Programs
2. Run this Entry to draw on
the uploaded list
1. Upload List in OP
program to control entry.
3. Use Counting Lists if you
need to kick out people.
32. Launch sequence grid
Batch Flow
Run Times -
Sunday Monday Tuesday Wednesday Thursday Friday Saturday
Cadence
Cast
8am 8am
Entry 7pm 7pm
Exit - Goal 9pm 9pm
Exit - Bad 1am 1am
Transition -
MQL
5pm 5pm
Once you confirm leads are in the Streams, you can
1. set First Cast Date
2. turn on Program
35. Irregular and semi-regular drips
Batch or Trigger depending
on need
Smart Lists to manage
Entry and Exit
Use Counting Lists
before/after sends to check
for Errors or reports
Trigger or Batch Smart
Campaign:
Send one Email Right Now
Wait X Time
Add to Engagement
Potential Issues
when sending Right Now
when next Cast is within a
Day or Two
Time Zone Sending Issue
Person may get two emails
very quickly.
36. Send Email at top to
prioritize, but not always
required.
Add to List and Status are
for Counting.
Want to know why someone
was kicked out?
Kick out
Repeat steps 4-7
until you are
done.
38. Semi-regular entry
considerations
If Batch Runs at 8pm Tuesdays,
the Lead will receive the email in a few hours
But if you use a TRIGGER –
an immediate entry, the lead may get the Stream email in 1
minute or wait up to 7 days because it would take 1 week
from original conditions before Batch Runs.
39. Semi-regular entry control dilemma
7:55 pm
Qualifies
8am
Send
8:05 pm
Qualifies
8am
Send
7 days
Scenario 1: second is sent
in 12 hours
Scenario 2: Waits 7 days for second email
40. Positions
1
2
3
Position # Lead flow
• Name Content by intended Position if you can.
• Placement of NEW content will reactivate Leads
below that Position.
• Pay attention to volume.
41. 1
2
3
Position #Lead flow
4
5
6
7
8
Reactivating this Asset at
Position 3 causes all
below who DID NOT
receive it to be queued for
next Cast
20,449
ALL exhausted leads
will be re-activated. Be
careful
42. Keep that data! The empty stream trick
If you remove a lead from an
Engagement, you will lose data
related to that lead’s activity within
the engagement. You still keep
the specific Email data, but you
lose Program related data.
When a lead reaches the Goal,
you should transition the lead to
an Empty Stream, even if the
Lead goes to a new Engagement.
You can stack Empty Streams
depending on the situation. This
will help you monitor data.
43. Bad Exit Recycling
One of the flaws in the Entry-Exit system is that Bad Exits could become re-qualified in the future.
So you need to determine, if you want, how to process those leads and push them back into the correct
Streams. Once is easy enough, but if someone could Enter and Exit multiple times, it becomes complex
in some situations.
46. Engagement Math: manage Cast counts
Scenario Total Leads Action Number of
Lists
Max per List Cadence Entry
Large Entry
for First Run
100,000 Run Random
Sample 20%
5 20,000 Tuesdays Run Monday
nights one
list per week
48. Staggered Cadences
Set streams to different times to avoid Campaign Queue Backlog and Blacklisting:
• Alternating Days or Weeks
• 15 to 60 minutes apart
49. Comms Limit Catch
Takes at least 3 hours for Comms Limits to be
seen by Other Sends!
So you could end up double sending -- think of
Event sends or people in multiple
Engagements.
Hinweis der Redaktion
Could also be a process chart or journey diagram BUT it must answer these questions.
Could also be a process chart or journey diagram BUT it must answer these questions.
You would almost never use a trigger though.
Add some unusual options like every 12th week or M-F to force the single email send in one stream.
Please note that within a Stream, the cadence CANNOT be irregular – that is, 1 week, then 2 weeks, then 4 days.
If you want to do something like that, it may be better to do:
Regular program with wait steps.
Multiple Streams (gets complex)
Reconsider!
You can send every day and use this to even send just the first email. To ensure the email goes out every day at a certain time, then push the lead to a new stream. Requires daily batch.
Good for free trial first email. Do one email in Stream and push to more regular Stream.
The launch sequence is a set of batch campaigns to run at specific times to match the Cadence chosen – no less, no more to keep load on instance lower.
Then use the Schedule Recurrence tab on your batch to select the correct settings. This is a powerful feature that can be DAILY, WEEKLY (here) or Monthly.
It’s powerful because batches are less demanding on your instance and you can say END ON for nurtures and drips you know will end in 2-3 weeks or even schedule Exits a month from now since leads may not even qualify for a month.
May have to use Run Through Every X Days – but that’s only if they are a current Member of the Stream.