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Faster Segment Re-evaluation on Program Canvas

AJ Sedlak
AJ Sedlak Posts: 6 Blue Ribbon
edited May 2017 in Dream It

Program builder can evaluate feeders as often as every hour, but Program Canvas can't re-check a segment more frequently than once per day. This capability should be brought up to speed with Program Builder or even faster.

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Comments

  • Alexandros Tsuvaltzidis
    Alexandros Tsuvaltzidis Posts: 6 Red Ribbon

    That's true! There are some workarounds though but it would be much easier and become more user-friendly.

  • That's true! There are some workarounds though but it would be much easier and become more user-friendly.

    Hi Alexandros,

    what workarounds have you found? We are trying to evaluate about 7 filters in program canvas (to avoid adding these 7 filter steps into program builder), but the delay of one day for the segment to re-evaluate is going to be an issue. Thanks!

  • claudiazoglmann
    claudiazoglmann Posts: 79 Silver Badge

    Considering the Contact Re-entry limitation on Campaign Canvas ( ) and missing Move from Program Builder capability ( ), faster re-evaluation of Program Canvas is a necessity.

  • kamato
    kamato Posts: 5 Blue Ribbon

    I agree there needs to be a faster evaluation period on the Segment in Program Canvas or allow the Push function from the Segment to actually be a continual Listener function instead of a one time push.

  • michael.roberts
    michael.roberts Posts: 13 Blue Ribbon

    That's true! There are some workarounds though but it would be much easier and become more user-friendly.

    I'd love to know what workarounds you've found as well.

  • michael.roberts
    michael.roberts Posts: 13 Blue Ribbon

    This is absolutely necessary! There are certain update rules we want to run immediately but once a day doesn't get close enough at all. I'd love to be able to get as fast as every 5 minutes.

  • I'd love to know what workarounds you've found as well.

    The only workaround I found: I ended up building the whole program out in campaign canvas so we can evaluate our segments hourly. They run through about 15 shared filters, are added to a shared list, then either go to program builder to be pushed to Salesforce, or go to another campaign that sends a follow up email from a sales rep.

  • michael.roberts
    michael.roberts Posts: 13 Blue Ribbon

    The only workaround I found: I ended up building the whole program out in campaign canvas so we can evaluate our segments hourly. They run through about 15 shared filters, are added to a shared list, then either go to program builder to be pushed to Salesforce, or go to another campaign that sends a follow up email from a sales rep.

    Makes sense. So in my case where I'm interested in update rules I'll have to run it in the campaign canvas and use a "add to program" step that goes straight into the Update Rule step in the program.

  • AJ Sedlak
    AJ Sedlak Posts: 6 Blue Ribbon

    Makes sense. So in my case where I'm interested in update rules I'll have to run it in the campaign canvas and use a "add to program" step that goes straight into the Update Rule step in the program.

    You could also use campaign canvas solely as a feeder and just send contacts over to the program canvas immediately for all other steps. Additional upside to that is that once we're able to re-evaluate more frequently, you only have to add the segment feeder to your existing program.

  • You could also use campaign canvas solely as a feeder and just send contacts over to the program canvas immediately for all other steps. Additional upside to that is that once we're able to re-evaluate more frequently, you only have to add the segment feeder to your existing program.

    That is a valid work-around if you do not expect or intend to process the same contact more than one time. Because if you use a dynamic segment that will regularly re-evaluated, then your campaign won't allow you to have contacts re-enter the same campaign more than once.

    Hence, if you really need a work-around to feed contacts in program canvas on an hourly basis (or even faster), you will have to use Program Builder as your feeder, then route the contacts into a campaign in Campaign Canvas, then route again from Campaign Canvas to Program Canvas.

    canvas-hack.jpg

  • Matthew Phillip
    Matthew Phillip Posts: 20 Red Ribbon

    I've run into the same problem. I've got leads coming in that need to go into two separate campaigns and with a re-eval time of 1x/day, that's not a great CX at all. Wouldn't a workaround be as simple as creating two separate segments and just feeding those directly into the campaign? Bypass a program all together? All the data I need to correctly segment is already provided, so there really isn't any need to use the program canvas.

    This seems to be a simple/obvious solution but it's entirely possible I'm missing something.

  • 3633250
    3633250 Posts: 4 Green Ribbon

    Glaring holes like this is why I regret moving my org from Marketo to Eloqua.

  • Bob at Elemental Marketing
    Bob at Elemental Marketing Posts: 32 Silver Badge

    Agree wholeheartedly. I'm running a double opt-in program on a database of 1 million+ contacts, with a high likelihood of input data changing multiple times per day, even if only because of human error. Our program only evaluating once a day causes a risk of data pollution.

  • Alexander Huzar
    Alexander Huzar Posts: 80 Red Ribbon

    Considering the Contact Re-entry limitation on Campaign Canvas ( ) and missing Move from Program Builder capability ( ), faster re-evaluation of Program Canvas is a necessity.

    For campaigns, there are two run modes - add one time upon activation and allow re-entry. You must choose the latter option, however this will limit what you can do with segments, but you're not using those when using a campaign as a proxy between program builder and canvas.

  • vince
    vince Posts: 1

    We have a very neat workaround that uses the Security Labeling canvas. Because the security labelling canvas has a 1hr feed time, we setup any segments that require 1hr execution in that canvas and then immediately route those contacts into the other program.

  • andrepazleal
    andrepazleal Posts: 34 Red Ribbon

    We have a very neat workaround that uses the Security Labeling canvas. Because the security labelling canvas has a 1hr feed time, we setup any segments that require 1hr execution in that canvas and then immediately route those contacts into the other program.

    For sure this is neat, great workarung @vince , just a question what are the selectable step you use when you move into the program?

    Thanks!

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