Question About Engagement Programs

Question

So I am investigating Engagement Programs to replace our standard nurture programs. I have been researching how they work and have run into a couple questions.

As an example, our nurtures are built as Smart Campaigns. We pull people in with triggers such as a person status change, then setup 5-8 emails that flow using wait steps. We also remove people from the flow if for example their status changes, becomes a customer, etc.

What I have run into with Engagement programs, is that they seem to flow without any steps to remove someone. Is it possible to setup something to remove them from the program?

The transition rules seem to work as a way to move people from one stream to another, which is beneficial for moving someone from say a BOFU campaign to a MOFU campaign, but I am not seeing how to remove someone from the BOFU by itself.

Just curious if I am missing something obvious.

ChristianeRo1 · Answer

You can remove people from an engagement program. but there are caveats to removing them -- basically, only remove them if you never wanted them to be there. You can also pause people in your campaign, but they can still transition between streams if they meet the transition criteria (even if they haven't received content).

Sign up

Login with SSO

Login to the community

Login with SSO

Scanning file for viruses.

This file cannot be downloaded