I have several nurture programs based on lead status. The content is similar. The assets are the same. When a lead moves to a new nurture program, is there a way I can ensure they do not receive the same asset twice?

Question

I'm segmenting my leads based on status (new, recycled, closed). Obviously, their status will change throughout the lead cycle. I want to know if there is a way to make sure they do not receive an email with an asset that they have received before. Something like a flow step (If in nurture program a, received email b, then should not receive email x in nurture program z).

Dory_Viscoglio · Accepted Answer

Hi Caitlin, one way to approach this is by using programs in your engagement programs. Using your example above, when someone becomes a member of email program b from nurture program a, then part of the flow should also become that they are added as a member of email program x which lives in nurture program z. Since they're a member of email program x, if that comes up later on, then they won't be added to the program again.

Edward Unthank did a great presentation about this at Summit which details this further.

kpara3-2 · Answer

Happy Friday!Yes, I agree with Dory, that's the safest way to go about this.

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