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A
Anonymous
March 18, 2016
Solved

Problems with Engagement Program Transition Rules

  • March 18, 2016
  • 3 replies
  • 3724 views

Hi,

I've set up a nurture program with two streams. My emails live in individual programs as described here by @Edward Unthank​. Stream 1 houses two programs and Stream 2 houses five. Like so...

Here are my transition rules...

Leads that I know qualify for the rules aren't moving over. In fact, very few are. I've tried a few variations, but nothing's working! Any suggestions?

Thank you in advance!!

Rocky.

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Best answer by Grégoire_Miche2

HI Racquel,

Yes, the transition rules PULL leads in the stream. So if they are supposed to move leads from Stream 1 to stream 2, the rule should be in stream 2.

-Greg

3 replies

Grégoire_Miche2
Grégoire_Miche2
Level 10
March 18, 2016

Hi Racquel,

I think your second filter in the transition rule is not correctly configured. Can you open it and provide a screen shot ?

-Greg

    A
    Anonymous
    March 18, 2016

    Hey,

    Here's the expanded version of the second filter - I think it used to be something different. Maybe I changed it somehow?

    Grégoire_Miche2
    Grégoire_Miche2
    Level 10
    March 18, 2016

    Hi Racquel,

    This is correct, so the problem is not there.

    -Greg

    Robb_Barrett
    Robb_Barrett
    Level 10
    March 18, 2016

    Interesting. Rule 2 says "Program Type ID is ____ and..."

    Mine all say "Program Type ID is "48" and..."

    Robb Barrett
    Grégoire_Miche2
    Grégoire_Miche2
    Level 10
    March 18, 2016

    Hi Robb,

    Yes, this is why I suspect it has some errors, which is why no one is qualifying. And I also think that the first one is redundant with the second one.

    -Greg

    Josh_Hill13
    Josh_Hill13
    Level 10
    March 18, 2016

    Remember that the transition PULLS leads over, so is this in the right Stream?

    Are you double using the Member of Engagement Stream instead of letting the default work?

      A
      Anonymous
      March 18, 2016

      Are you saying that these rules should be living in Stream 2 to pull leads from Stream 1?

      Grégoire_Miche2
      Grégoire_Miche2Accepted solution
      Level 10
      March 18, 2016

      HI Racquel,

      Yes, the transition rules PULL leads in the stream. So if they are supposed to move leads from Stream 1 to stream 2, the rule should be in stream 2.

      -Greg

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