Routing imported leads into two different streams in same engagement program | Community
Skip to main content
December 8, 2014
Question

Routing imported leads into two different streams in same engagement program

  • December 8, 2014
  • 2 replies
  • 936 views

I have an engagement program with a single 'qualified for campaign' list (for imports) and a smart campaign set up so new leads imported into the list are automatically added to stream 1 of the program. The smart list uses Added to list. The flow is add to engagement program 'program name' 'stream 1'

I created an alternative version of the 4 emails in the program with a different subject line and some different copy. I've named the emails 1b - 4b. They're in the same program as the original emails, different subfolder called Stream 2. I was planning to put these 4 new emails into Stream 2 of the same program, set a cadence, with no transition between stream 1 and 2, and let them run as independent streams. Leads put into each stream would be different - no overlap here.

The hold-up is how to set up the smart campaign. I created a second list for the stream 2 imports. How do I go about modifying the smart list and flow so leads added to list 1 are added to stream 1, and leads added to list 2 are added to stream 2?

Thanks,

David 

This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.

2 replies

Josh_Hill13
Level 10
December 8, 2014
Well, you can setup two separate campaigns listening for Add to List on the two lists.

Alternatively, to save overhead, just add the second list to the Trigger and make a Choice Step for the Add to Engagement:

If Member of List A, then Stream 1
If Member of List B, then Stream 2
Do Nothing (default)
December 8, 2014
I see how to set up 'Member of List' in the Smart List but how do you set up the Flow to route the leads from each list to the different streams? This isn't clear to me.