Edit Qualification Rules in a Smart Campaign


 

Qualification rules control how many times someone can run through the flow in a smart campaign. By default, even if someone triggers a smart campaign multiple times, they will only be sent through the flow once. Here’s how to modify those settings.

  1. Select the campaign and go to the Schedule tab.

    Image One

  2. Click Edit Recurrence.

    Image Two

  3. Choose how often to run your people through the smart campaign flow: daily, weekly, monthly, or once every # days.

    Image Three

    NOTE

    When you set a rule for once every day, Marketo converts that to hours. For example, if you set the rule for once per day, and a person qualifies at 10 p.m. on a Sunday night, it can’t qualify again until 10 p.m. Monday night.

    This logic also applies when using weeks or months. A month is always counted as 30 days.

  4. Click Confirm when done.

    Image Four


 

Reminder

Communication limits are not applied to smart campaigns by default. Learn how to apply communication limits to a smart campaign.

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