Removing a lead from an engagement program

You should be able to Pause or Remove the lead at any point based on triggers. You can create a sister campaign within the Program to do that.

To further what Josh said, if you do a Change Program Status and remove the lead from the program, then you will loose all hisotrical reporting information. Therefore I would highliy recommend that you Change Engagement Program Cadence to Paused rather than remove leads from the program all together.

I typically create a "Pause" smart campaign and trigger off of all the things that would cause a lead to no longer receive engagement emails. Your case is a perfect example.

Thanks Josh and Sheila,

So the "Pause" is sort of like an indefinite "Wait" step?

If a Lead is "Paused" in one Engagement program, can they be part of another Engagement Program?

Yes, you can think of "Pause" as an indefinite wait step.

A lead can be a member of multiple Engagement Programs at the same time and have any combination of pause/normal cadence in those programs.

Within a specific engagement program, a lead can only be in one stream at a time. And is normal or paused cadence for the entire program (not per stream).

If a lead is removed from an engagement program, what data is it that is lost? I keep reading that historical pogram data would be lost but I don't really understand what data that specifically is.