Enrollment and execution

Step by step

1. Evaluate entry Marketing Operations

   Marketing Operations checks the inbound profile against every audience condition for an Active program. Connect the CRM profile feed using a stable lead identifier and rehearse the combined conditions. A lead that matches only part of the audience must not enter.

   • Combined audience checked
   • Updates Programs, Program audiences, Lists, Leads

2. Create enrollment Marketing Operations

   An eligible lead receives a member record with its enrollment time, program and first ordered step. The next-run time identifies the work to execute. Capacity permits Active enrollment or produces Queued enrollment at the limit. Global suppression bars re-entry regardless of the program's re-entry setting.

   • Active or Queued enrollment under capacity
   • Updates Members, Programs, Unsubscribes

3. Execute due work Marketing Operations

   Marketing Operations supervises the execution workflow, which scans due Active members every five minutes. It advances each member through a step and records the execution history and cursor timing. Inspect the action selected by the step, including a wait or either branch path.

   • Cursor and action evidence recorded
   • Updates Members, Program steps, Member step history

4. Inspect the result Marketing Operations

   Marketing Operations follows the recorded outcome and error detail back to the member and step. Check the branch destination against the intended sequence. For an email action, compare the rendered message and the connected service result before resolving an exception or continuing.

   • Outcome or error investigated
   • Updates Member step history, Members

5. Review completion or exit Marketing Operations

   At the final step, a member becomes Completed when no next-run time, achieved goal or other exit applies. A goal or exit rule produces the separate Exited state with its outcome. Marketing Operations keeps those results distinct during operating review.

   • Completed distinguished from Exited
   • Updates Members, Program exit rules, Goals

Marketing Operations

Owns enrollment work; Marketing Manager reads the member and execution evidence.