Hey, glad to have you back.
I hope you are marvellously well.
In this Marketo Tip,
we will see how to correctly
stop a Marketo campaign
that has numerous steps,
including wait steps,
in order not to break everything,
and see how to do
the data recovery campaign.
I'm Sylvain Davril,
founder of Merlin/Leonard
and certainly the team's Leonard.
And this is a new Marketo Tip.
There are many cases
for which you want to stop a flow
in a Marketo campaign.
For instance,
you basically made a mistake.
You realise that you've sent people
into a flow
with some wait steps,
and basically, further steps are wrong.
So you want to stop now the campaign
so that the people
don't reach those steps.
One positive view of that would be,
for instance,
you've created an event
and it has so much success
that you don't need to send the relaunch,
the email following the invitation,
because basically,
all the places are booked.
So here, let's take this example.
I've created an example
for an event with date token.
So here I've got my event date,
relaunch one, relaunch two,
and the reminder one, two,
just before the event.
And usually,
we have this kind of smart campaign
for the invitation launch.
We have the audience here
in the Smart List.
So that's not the point. I just took
a basic static list for the example.
And here we have the first step,
which is obviously
the same invitation email,
if Marketo is so kind to show the screen.
So Send Email here.
Then I wait for the relaunch one.
If the persons are not registered...
Sorry, it's in French.
If they are not interested,
or told me "I want to come next time,
not this time", or I've refused them.
So if they are not in one of these cases,
I will send the relaunch one.
Same for relaunch two,
for the people who are not registered,
and all those other statuses.
And then we have the reminder here,
just a few days before the event,
only for the people
who are registered here.
And same, the day before,
or the morning of the event,
we send the last reminder.
So let's imagine you have sent the email,
and you're not at the date
of the relaunch one,
and you have basically
fully booked the event.
You want to stop the flow here.
And you could be tempted to remove
the steps below by just deleting them.
That's a pretty bad idea
because that would trigger random events,
and I'm not very sure what would happen
but you would not be in total control
of your Marketo here.
It may do things like send random
emails to people.
So we're not sure what will happen,
and I prefer not to do that.
We have a clean way,
a proper way to stop the flow,
which would be to create another campaign
just next to the first one.
Target the member
of the Smart campaign one.
So I would use this filter Member
of Smart campaign in my SC1,
my Smart campaign one,
the invitation one.
And I would use this action,
Remove from flow,
that we don't use very often.
I would remove people from flow.
That's exactly what I want to do.
And I would say Remove them
from this campaign SC1,
the one from the invitation.
Just have to push the button
because I know that when I do that,
people are in the wait step.
By the way, how would you see people
in wait step in the Smart campaign one?
That would be not in the Smart campaign.
It would be in the folder above here,
in this folder.
In the tab Campaign activity,
you would see all the campaigns
running below this folder.
And here we have people
in wait step in this column.
So you would see exactly
all the people waiting here.
And if the Smart Campaign two has run,
you could check that everybody
is not in wait step anymore.
What you need to do after that
is to send the reminder.
So here I would clone
the Smart Campaign one.
Call that Smart Campaign three Reminders.
And I would target here
the same static list,
and just remove the first steps.
So remove the Send email invitation
and all the relaunch.
Just start at Wait, my reminder one.
Send the reminder one email
to only the people who are registered.
And same for reminder two.
And that would do the trick.
You would not lose anyone.
You would not have any random event,
and you would keep all your reporting
KPIs properly.
Hope this helps.
Talk to you soon
for the next Marketo Tip. Bye.