Engagement Studio17% of the exam
Pausing, editing and restarting engagement programs
The pause, edit, test and resume cycle for a running engagement program: who can edit, the editing lock, what pauses do to waits and scheduled sends, how added and deleted steps, list changes and mailability changes affect prospects, and how assets, versions and troubleshooting fit in.
Explain the process of updating an engagement program including its assets.
~8 min read · 25 practice questions ·
What the exam expects
- Describe the pause, edit, test and resume process, who can do it, and how the editing lock works.
- Predict where waiting prospects go when a program is paused, edited and resumed, including scheduled sends, time zone changes and removed waits.
- Predict the effect of added steps, deleted steps and branches, end steps, and recipient or suppression list changes.
- Diagnose an edited program that seems not to send email, including mailability changes, operational email and resent templates.
- Plan program assets, testing and version reporting around an update.
Key terms:
- Pause: stops a program so its Build tab can be edited; prospects keep their place.
- Editing lock: only one user edits a program at a time.
- End step: a permanent stopping point on a path.
- Version: the copy of a program saved before a pause.
- Mailability: whether a prospect can receive marketing email.
Key facts
Editing
- Detail
- Pause first; resume picks up where it left off
Roles
- Detail
- Account Engagement Administrator or Marketing
Editing lock
- Detail
- One editor; released after 15 minutes of inactivity
Inactive program
- Detail
- No new or moving prospects for 30 days
Ordinary pause
- Detail
- Wait is paused; prospect finishes the rest
Deleted step
- Detail
- Waiting prospects move to the next step on resume
New step
- Detail
- Never applied to prospects already past it
Re-added to recipient list
- Detail
- Starts where they left off
Template resend, units before Dec 5, 2012
- Detail
- Once per prospect across programs; Drip/Engagement Programs option
Versions
- Detail
- Saved from before each pause; one per report view
Assets
- Detail
- Needed only at start; safety checks flag missing ones
Sources for this section (8)
- Edit Engagement Programshelp.salesforce.com (opens in a new tab)
- Considerations for Using Engagement Studiohelp.salesforce.com (opens in a new tab)
- How Wait Periods Workhelp.salesforce.com (opens in a new tab)
- Engagement Studio FAQhelp.salesforce.com (opens in a new tab)
- Not sending emails or applying actionshelp.salesforce.com (opens in a new tab)
- Email Template More Than One Timehelp.salesforce.com (opens in a new tab)
- Engagement Program Reportinghelp.salesforce.com (opens in a new tab)
- Create an Engagement Studio Programtrailhead.salesforce.com (opens in a new tab)
- When a business unit was created before December 5, 2012, can a prospect in two programs get the same template from both?
- When the Operational Email setting is disabled while a program keeps running, what happens on those steps?
- Why can a dismissed warning still matter before you start a program?
- What does a program's Activity view track?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
Keep reading with the Marketing Cloud Account Engagement Specialist pack
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