Seventh Sense uses Static Lists within Marketo to schedule email deliveries. Below provides steps on how to create static lists within a campaign, build a campaign in Marketo and scheduling the campaign within Seventh Sense.
Create a new Static List. Please refer to the Building Static Lists in Marketo knowledge base article.
For newsletters, blog posts or mailings that are regular to a specified list, a daily update of the list is recommended which provides for similar capabilities as a smart list.
Create a new Smart Campaign
Define the "Smart List" for the campaign:
Add a "Campaign is Requested" TRIGGER to the campaign. Not that there is also a "Campaign is Requested" FILTER. You need a TRIGGER, not a filter.
Define the "Flow" for your Campaign. Typically you'd want a single step of "Send Email".
Activate your campaign by clicking "Schedule" and then "Activate".
In Seventh Sense
Open the Seventh Sense Application and once on the “Dashboard” click on “Marketing”
In the “Marketing” screen click on “Lists”.
In the “Lists” screen find (“Filter”) the list(s) which you’d like to personalize delivery to. If the list was recently created ,you may need to click "Sync Lists" under "Actions" in order to bring the list names up-to-date. Click on the “Personalize Delivery” link.
Complete the requested information in the personalize delivery modal which includes:
- Name of Email / Workflow
- Connector – This is the HubSpot account which the email should be delivered from
- Workflow – This is the workflow that was defined in Step 4
- Campaign Start – This is the date / time that the window of delivery should take place
- Campaign End – This is the date / time that the window of delivery should take place
- Submit – Upon submitting, Seventh Sense will determine the most optimal time for each contact and schedule to add each contact to the workflow
Seventh Sense will first ensure it has up-to-date contact information for the list, then determine the optimal delivery time for each recipient. Once this is complete, clicking the "Details" link next to the email under "Marketing" will present a list of all the scheduled deliveries and some statistics on the mailing.
The Seventh Sense system will monitor this list, delivering messages to the Marketo campaign you defined previously as each person's scheduled delivery time arrives. Once a message is marked as "SENT" in Seventh Sense, it should be visible in the Marketo campaign, along with any captured engagement information.