Foundational Marketo User Group

New to Marketo Engage?

Summary: Jeremy Evans initiated a discussion about starting with Adobe Marketo Engage, asking new users to share features or concepts they find challenging. Kay Nguyen inquired about setting up a smart campaign for email distribution and stream transitions in the Engagement Program. Pierre Flovie provided a detailed explanation on using smart campaigns for managing logic and stream flows, emphasizing their roles within the program and offering guidance on creating a triggered smart campaign for form submissions.

AI Summary

We know that starting with Adobe Marketo Engage can be both exciting and challenging. As you delve into this marketing automation platform, we'd love to hear from you!

What are some of the features or concepts that you've found most challenging as a new user? Are there any specific functionalities that you are aware of but haven't yet fully grasped or implemented? Your experiences and insights could be incredibly valuable to your peers who might be facing similar challenges and help us tailor these sessions.

Feel free to share your thoughts, ask questions, and connect with other members who are also on this learning journey.

3 comments

Kay Nguyen

5 months ago

How to set up a smart campaign to send out emails and move people around between streams in Engagement Program?
If people submit a form in a stream 1, or stream 2 emails, we need to move them to stream 3. How do I setup a smart campaign to flow members as intended?
Thanks for your help.

Pierre Flovie

5 months ago

Hi Kay, thank you for your question.

In a Marketo Engagement Program, Smart Campaigns are used to manage logic and transitions, not to send nurture emails directly. Their main roles include:

Moving people between streams based on behavior (e.g., clicks, form fills, score changes)
Pausing or resuming cadence depending on engagement or lifecycle stage
Listening for triggers that indicate when someone should enter or exit the program
Assigning leads to streams when they first qualify
Updating data fields or lead scores during the nurture journey

These campaigns support and control the Engagement Program, while the actual nurture emails should be sent via the stream cadence, which ensures consistent timing, order, and reporting.

To answer your second question, you can create a triggered smart campaign that listens for the form submission. If you are currently in stream 1 mention in your smart campaign smart list: fills out form and Member of Engagement Program = true and Engagement Program Stream = Stream 1 (current stream) in the flow add the following: Change Engagement Program: Stream Program: [Your Engagement Program], Stream: Stream 2. Optional if paused earlier set the Engagement Program Cadence to "Normal"

As a result, once form is submitted, the lead will move to stream 2 from stream 1

Hope it helps

Heather Cooper

2 months, 2 weeks ago

Pretty new to Marketo Engage and there are a number of things I am still discovering and learning but my current struggle and question is:

Is it possible to add emojis into the body of a Marketo email?

I have been able to find the trick to adding them to the subject line, with thanks to members of one of the community posts, but have had no luck with adding emojis within the email body. Any help or suggestions appreciated.

Thanks!