Drip, Drip, Nurture drip-drip-nurture
Mission: Nurture the people who attended your recent tradeshow mission-nurture-the-people-who-attended-your-recent-tradeshow
You can easily create an advanced and sophisticated nurture system in Marketo. Here鈥檚 how!
Step 1: Create an Engagement Program step-create-an-engagement-program
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Go to the Marketing Activities area.
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Select the Learning folder, click the New drop-down and select New Program.
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Enter a Name and select Engagement for the Program Type.
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Make sure the Channel field is Nurture and click Create.
You鈥檝e now created an engagement program.
Step 2: Create an Email step-create-an-email
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Select your engagement program, click New and select New Local Asset.
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Click Email.
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Enter a Name, select the Template you want to use, and click Create.
note note NOTE Don鈥檛 see the email editor? Your browser probably blocked the window. Enable pop-ups from app.marketo.comin your browser and click Edit Draft in the top menu bar. -
Enter a subject.
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Select the area of the email you want to edit, click the gear icon and select Edit.
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Edit your email and click Save.
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Under Email Actions, click Approve and Close.
note note NOTE Remember to approve your emails or you won鈥檛 be able to activate them later. -
Now create another email by repeating the actions in Steps 2-7.
Step 3: Add Content to Your Stream step-add-content-to-your-stream
Now it鈥檚 time to create a stream of content for your engagement program using the emails you created.
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Select your engagement program and click the Streams tab.
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Click the Add Content button in the stream.
note tip TIP You can also use the + icon. -
Leave the 鈥淓mail鈥 type selected. Find and select the two emails you created.
Step 4: Activate Stream Content step-activate-stream-content
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Activate all content at once by clicking on the stream gear icon, then click Activate all content.
note note NOTE You can鈥檛 activate content without approving it first. Great work! One more step and the engagement program is ready.
Step 5: Set the Stream Cadence step-set-the-stream-cadence
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Click Set Stream Cadence.
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Edit the settings to match the schedule you want and click Save.
Your engagement program is all set. Now let鈥檚 add a test person to your program.
note note NOTE The test person is the person who checks your engagement program to test that it鈥檚 correct before sending to customers.
Step 6: Add a Test Person to Your Engagement Program step-add-a-test-person-to-your-engagement-program
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Go to the Database area.
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Search for your test person.
note note NOTE Make sure the test person has a valid email address so you can confirm the receipt of emails when testing. -
Right-click on the person, then click Programs and Add to Engagement Program鈥.
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Select your Program and Stream, then click Run Now.
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Mission Complete!
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You should receive email at the time and cadence you specified.
note note NOTE Learn more about Engagement Programs.
Mission Complete! mission-complete
鈼 Mission 5: Import a List of People
Mission 7: Personalize an Email 鈻