Engagement Program Reporting Check

Hi Team,

We have a requirement regarding our approach to new contacts gathered from tradeshows or lists. Instead of immediately integrating them into our standard marketing efforts, we prefer to initiate a warm-up campaign. Once these contacts engage with us, we can then transition them into our regular marketing streams.

To facilitate this, we plan to utilize an engagement program that allows us to manage these contacts at a streamlined level, enabling us to enter and exit them as needed.

I conducted some tests with a few sample contacts to evaluate how the program functions. I found that while it's straightforward to add contacts to the program, the process of removing or pausing them requires clarification. Specifically, if I want to exit someone from the program, should I remove them entirely, or would pausing them within the cadence suffice? It's important to note that we still wish to track open and click rates, even if a contact has been exited or removed from the program.

One observation I made is that when a contact is removed from the program, they no longer appear in the member section. However, their data still shows up in the activity log and email performance reports.

I would appreciate your guidance on whether it makes more sense to remove contacts from the program or simply pause them. Our goal is to eventually include these contacts in our standard marketing efforts, which we can achieve by using a smart list with the engagement program filters.

Lastly, does the engagement program dashboard display the number of emails sent, opened, or clicked? I noticed that while we sent emails and tracked opens/clicks, this information did not seem to appear on the dashboard, so I wanted to confirm with you.

Thank you!