Marketing Rockstar Guides

An Etumos Company

Privacy & Cookies: This site uses cookies. By continuing to use this website, you agree to their use.
To find out more, including how to control cookies, see here: Cookie Policy
  • Services
    • Demand Generation Consulting
    • Marketing Automation Consulting
    • Data Quality Systems
    • Lead Nurturing and Engagement
    • Marketing Analytics
    • Content Marketing
  • Marketo Consulting
    • Marketo Implementation
    • Marketo System Audit
    • Marketo Training
    • Lead Scoring
    • Subscription Management Center
    • Email Reputation Management
    • Marketo Revenue Cycle Analytics
  • Blog
  • Tools
    • Marketing Technology Maturity Model
    • Build a Marketing Operations Center of Excellence
    • Marketo Expert’s Guide to Program Templates
    • Intelligent Lead Nurturing
    • The Marketo Guide (2013)
    • Sell Faster with Sales Insight Booklet
  • Speaking
    • News & Events
    • Past Presentations
  • Clients
  • About
  • Contact

Marketo Engagement Program and Nurturing Testing

September 3, 2013 By Josh Hill

[Updated: I re-read this and my original point did not come through, so I will make it clearer. Cheryl was kind enough to point some of that out too.]

In the Marketing Rockstar’s Guide to Marketo, I discuss how to test a nurturing program by laboriously cloning the Program, changing the Wait Step times to 2 minutes, and then running a whole series of tests. This work is absolutely necessary to ensure your nurturing program is running as intended. You wouldn’t want to suddenly send 6 emails in 6 seconds, would you? Or set the lead to MQL after one email click? Right, so you need to take the time to test everything.

The good news is you can skip some of the tedious work with Engagement Programs. Since the system obviates the need for complicated Traffic Cops, the need to test various transitions is largely gone. The new Test Stream function for Engagement Programs takes a small step out of the testing process. Instead of building a “loading workflow” to add some test leads, you can do this straight from the Engagement. The caveat is this is a “live test” that runs the entire length. I agree this saves a step or two on testing an Engagement, however, it doesn’t let you test this in an hour. As Cheryl Chavez at Marketo pointed out, this is primarily a tool to help you test a live Engagement.

So if you are testing a new Engagement system, this tool may not help because it will take more than an hour to do. Here are some interesting things I found out:

  1. Cadences are Still the Same: Your Cadence will still be the same as in the live version…because it is still a live Engagement. If you plan to test the Stream, I recommend changing the Cadence to Every 1 week each day to speed it up. Unfortunately, this won’t allow you to test the system in 10 minutes.
  2. Test Leads: if a lead was previously Exhausted or a Member, they will not get the Test Cast.
  3. Test Actions: if you have two or more Streams, you need to take the specific actions to force the Transition Rule to trigger. This is fine, but you need to remember this. And you won’t get the chance to do this until the Cast sends you enough emails to take action on. This step is the same as what I previously wrote about in the Guide. This is also true if you are testing a sister campaign that would pull the Lead out and set it to MQL.

Let’s take a look at how to do this.

Step 1: go to your Engagement Program

Step 2: select Test Stream from the Program Menu.

Step 3: select (or create) a Test Lead to use from the pop up. Note the cool Cobalt Interface.

test-stream-new-lead

Step 4: receive first Cast.

test-cast-email-view

 

 

 

 

Step 5: take relevant actions to activate any Transition Rules (or other goals).

test-stream-transition-rules

Step 6: Review logs by going to Engagement Program > Members.

Step 7: Click on Test Lead (the Lead will look like a normal Member).

Step 8: review log. Click on the “Deploy Test” campaign name to unlock the secret Program.

test-stream-lead-log

Step 9: Look at the Deploy Test Program secret Results tab.

test-stream-deploy-test

That’s pretty much all there is to Testing Streams in Engagement Programs. If you discover anything else, let us know below!

And remember to sign up for future updates – there’s a free gift involved that’s sure to help you.

[Updated: April 21, 2016 for links]

Filed Under: Marketo User Guide

Comments

  1. Cheryl Chavez says

    September 3, 2013 at 1:05 pm

    Hey Josh …The whole point of using the Test Stream feature is to not have to change the stream cadence. Every time you click the “run cast” it mimicks a cast running. This is important if you want to test a stream that is already “Live”. Furthermore, you are testing with a live lead (most likely yourself) and that lead will follow all the rules, including exhaustion.

  2. Josh Hill says

    September 3, 2013 at 10:27 pm

    Hi Cheryl,

    Yes I understand that, but I read it as “Testing” which is different than just a faster way to load a test lead and have it run through. I understand that Engagements leaves less to require testing, but what if you want to run the Cast and test it in an hour instead of 5 weeks? Sorry that point didn’t make it through on the post. I’m going to clarify some of this.

2019 Adobe / Marketo Summit Sessions

Adobe Marketo Summit 2019

Special Content

Learn Lead Lifecycles
Speaking the Same Language for Marketo Architecture & Best Practices
Expert Guide to Program Templates

Categories

  • Conference Reviews (6)
  • Demand Generation (16)
  • Market Strategy (2)
  • Marketing Automation (49)
  • Marketing Careers (4)
  • Marketing Operations (9)
  • Marketing Technology (21)
  • Marketo User Guide (87)

Topics for Marketing Technologists

  • Conference Reviews (6)
  • Demand Generation (16)
  • Market Strategy (2)
  • Marketing Automation (49)
  • Marketing Careers (4)
  • Marketing Operations (9)
  • Marketing Technology (21)
  • Marketo User Guide (87)

Services & Products

Marketing Technology Consulting
Marketo Consulting Services
Marketo Training
Marketo Health Audit
Revenue Stacks

 

Contact Me

Marketing Rockstar Guides
Contact Us

Copyright (c) 2022. Etumos. All Rights Reserved. Unless otherwise noted for that content only. Privacy Policy

Copyright © 2023 · Enterprise Pro Theme on Genesis Framework · WordPress · Log in

 

Loading Comments...
 

You must be logged in to post a comment.