Before you begin working with programs in Engagement Studio, review our content on how
Engagement Studio works and come up with a plan for your engagement programs. You can pause and
edit running programs at any time to adjust your steps or program settings.
Required Editions
| Available in: All Account
Engagement Editions |
- Create Engagement Programs
After you segment your audience and finalize the content that drives your marketing, you’re ready to create an engagement program.
- Add Steps to an Engagement Program
After you create an engagement program, add steps and branching paths. For best performance, add up to 300 steps.
- Test and Start Engagement Programs
Engagement Studio includes a robust testing experience that lets you navigate steps and preview associated assets. Make sure that your program flows and works as you intended, and make needed adjustments before you start the program.
- Edit Engagement Programs
Pause and edit engagement programs to adjust step settings, delete or add steps, update recipient lists, and make other changes. When you resume the program, it picks up where it left off.
- Let Prospects Repeat Engagement Programs
Remind prospects of recurring events, renewals, and other activities with repeating engagement programs. Allowing prospects to enter a program more than one time simplifies your workflow and saves you the time of rebuilding duplicate programs.
