How to find leads that are in multiple programs? | Community
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Ashish_Deshpand
Ashish_Deshpand
Level 1
March 24, 2016
Question

How to find leads that are in multiple programs?

  • March 24, 2016
  • 1 reply
  • 1343 views

I have a setup with six Engagement programs, say A,B,C,D,E,F. Each one syncs to a different SFDC campaign. I could have set this up as one program with 6 streams but that has the downside that they would all have to sync to the same SFDC campaign.

How can I find out if a Lead is [accidentally] receiving emails from multiple programs i.e. Member of Engagement Program (> 1) and Cadence != Paused ?

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1 reply

A
Anonymous
March 24, 2016

I think you could do this with a smart list.  You would have to use advanced filtering

is member of program 1, stream x

+

Is member of program 2, stream y

+

etc...

Dan_Stevens_
Dan_Stevens_
Level 10
March 24, 2016

Since we're just dealing with EPs here, all you would need is multiple "member of EP" filters (no need to also include stream detail).  But the issue I see here is what if they are a member, but have exhausted all content?

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