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Anonymous
August 19, 2013
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Customer engagement engine question

  • August 19, 2013
  • 11 replies
  • 2974 views
Is there any way to prevent duplicate content from being sent by the new engagement functionality in the event that the content was delivered outside of the engagement nurture stream? For example, someone downloads whitepaper xyz directly from your website, but you also have an email in your engagement stream that offers the same content...can you prevent the engagement stream from emailing the asset that has already been downloaded organically off the website?
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Yes, this is possible.  To achieve this you must use programs and program membership.  If you have a program that is added leads to the membership when they download content from your website, then you reference this program in the engagement stream, if the lead is a member, it will skip the program and move to the next piece of content.

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Anonymous
November 27, 2013
Thanks Taylor, I had a feel it was something like that. I'll try out.

From a management perspective, I really like the idea of keeping everything under one Program. Just wish it were a lot simplier where you could somehow attach a rule to a piece of content.
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