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A
Anonymous
July 30, 2015
Question

Adding members to an engagement stream without content

  • July 30, 2015
  • 2 replies
  • 1785 views

Hi there,

I am building out an engagement program with about 7 streams.  The purpose of stream one is to sort the members into the other 6 streams.  Can I sort members into the 6 streams if they do not contain any programs and a cadence has not been set?

I guess what i want to figure out is, if I've distributed members throughout the 6 streams, added content afterwards, and activated the cadence will that be okay?  Will the stream act as a container until I add the content? OR is it required to have content and activate the streams before I transition members to them?

Thanks!

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2 replies

Edward_Unthank_
Edward_Unthank_
Level 7
July 30, 2015

Hey Meredith!

If leads/contacts are added to engagement streams and those streams have no content and do/don't have stream cadences, nothing will happen. Or at least, nothing substantial will happen in terms of user experience. Technically, if a cadence is defined and no content is active in that stream, a prospect who is a member of a stream will become "Exhausted" when the cast happens and the prospect doesn't receive a cast. This might have reporting ramifications, but no user experience ramifications.

The main use case I can imagine for what you're talking about (aka, not using something like a traffic director from the start to place prospects into the most appropriate engagement program and stream) is an on-boarding program, in which case the "exhaustion" reporting metric wouldn't be as important anyway. I think you're safe to go!

To test it (for safety) you can add yourself as a lead in the system, manually add yourself to a test engagement program and a stream, and have a cast happen—see what happens in terms of user experience (as a "prospect") as well as reporting (to see how standard reporting is affected).

Cheers,

Edward Unthank

Josh_Hill13
Josh_Hill13
Level 10
July 30, 2015

The short answer (to summarize Ed) is Yes, an empty Stream is perfectly fine. The lead will receive no content until you drop the Content in there and activate the content.

When testing or preparing an Engagement is a good practice to go to Setup and TURN OFF the Engagement entirely to avoid mistakes. But remember to go back there to turn it ON. Had a lot of troubleshooting only to realize someone turned the whole thing off.

An Empty Stream is a best practice for dropping in leads that Exited the Engagement as either a Good Exit or a Bad Exit. This way you do not lose the reporting data.

A
Anonymous
August 4, 2015

Thank you both for the clarification.

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