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A
Anonymous
June 12, 2014
Question

Move lead to another stream

  • June 12, 2014
  • 2 replies
  • 798 views

hi,

I built an engagement program with 2 Streams: Stream 1, Stream 2

In Stream 1 I have 3 email: email1, email2, email3

Question 1: after the first cast the email is sent, I would like to add trigger (maybe score value changed > 50) to  in Stream 2 then Stream 2 will pull the lead and ignore email2, email3 in Stream1?

Question 2: in stream 1 we send email weekly, it means 2 emails will be sent in 2 weeks, then this Lead become Exhausted.

we want this Lead stay in Stream 1 at least  1 month before we move it to Stream 2,  (it mean Lead will still stay in Stream1  2 week after it's exhausted)

how to do it ?

Please help me, thanks


Thank

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2 replies

A
Anonymous
June 12, 2014

Hi Nam,
1) Yes because the Lead is in a different Stream.
2) Maybe using a timestamp+filter in combination with the other trigger?

Best regards

Steffen

K
kpara3-2
Level 9
June 12, 2014
Hi,

1. A lead can only be in one stream at a time, so it wouldn't get the remaining emails.
2. I would create a smart program and add it to the stream. Basically wait step (1 month) and then change stream (to the new one).

Kim
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