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Caryl_Mostacho
Level 4
July 24, 2014
Question

Engagement Program - Moving Members out of Stream

  • July 24, 2014
  • 1 reply
  • 709 views

Hello,

I just had a question.

I'd like to start an engagement program. Right now it would be one stream. But I'd like to know how I would remove members from the stream if something has change on their opportunity.

So for example if their opportunity is now a Won deal, I'd like them to no longer receive our nurturing engagement program. 
 

How do I go about removing them as a member of the engagement program.

Is that the right thing to do?

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1 reply

Josh_Hill13
Level 10
July 24, 2014
It would be better to set them to Paused, otherwise the Engagement loses their data. Have one of two options

1. Create Empty Stream with a Transition trigger of Added to Opp = Won or Updated Opp=Won
2. Create a campaign that does the same thing, but the Flow is Pause Engagement.