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A
Amod_Kumar_Shar
Level 2
July 10, 2023
Solved

Remove from program if not member of smart list anymore

  • July 10, 2023
  • 1 reply
  • 1327 views

Hi There,

Got a task where client is asking:


1. Remove from program if not member of smart list anymore

2. if member of smart list but not the program, add to program

 

As per my understanding this ask can be activated with the help of smart campaign. 
Can anyone suggest what filter shall I drag in smart list and what in flow? 

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Best answer by SanfordWhiteman

Trying to do this in a single Smart Campaign is not correct.

 

You use 2 SCs, each straightforward:

  1. Smart List = Not member of Smart List <list name> AND member of program <program name>
    Flow = Change program status <program name>, status <Not in Program>
  2. Smart List = Member of Smart List <list name> AND NOT member of program <program name>
    Flow = Change program status <program name>, status <initial status>

1 reply

SanfordWhiteman
SanfordWhitemanAccepted solution
Level 10
July 10, 2023

Trying to do this in a single Smart Campaign is not correct.

 

You use 2 SCs, each straightforward:

  1. Smart List = Not member of Smart List <list name> AND member of program <program name>
    Flow = Change program status <program name>, status <Not in Program>
  2. Smart List = Member of Smart List <list name> AND NOT member of program <program name>
    Flow = Change program status <program name>, status <initial status>
A
Amod_Kumar_SharAuthor
Level 2
July 11, 2023

Many thanks for the quick response.

Very helpful 🙂

/Many Thanks
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