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Nick_Nappo
Nick_Nappo
Level 4
January 8, 2018
Question

Transitioning Exhausted Leads into New Stream

  • January 8, 2018
  • 2 replies
  • 6069 views

In one of my engagement programs which has three streams, I have over 21,500 leads in stream #1.  I thought they would automatically transition to streams #2 and #3 in that engagement program, but apparently I was wrong because the emails within #2 and #3 aren't showing up on the email performance report.  Nor do the smart lists for those streams have any leads in them.  How do I send all those leads in stream #1 to #2, and then to #3?

Thanks!

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2 replies

J
Community Advisor
JDNelson1Community Advisor
Community Advisor
January 8, 2018

Did you setup your transition rules?

There's no logic that says once they finish one they go to the other, you have to set your own rules.

Transition People Between Engagement Streams - Marketo Docs - Product Documentation

keithnyberg
keithnyberg
Level 7
January 8, 2018

Hey Nick,

Simplest way is to create a smart campaign as defined below.

Smart List:

Filter for Member of Engagement Program = Select your engagement program

-> Add constraint for Stream = Your desired stream

-> Add constraint for Exhausted Content = True


Flow Step:

Change Engagement Program Stream

You can run this 1 time or schedule the batch to run at whatever interval you need, but unfortunately, there is no way to trigger based on exhausting content in a stream. Unless you always use the same email as the last touch in the stream and then you can trigger on that last email being sent.

Hope this helps. Let me know if you have any questions.

Keith Nyberg

    keithnyberg
    keithnyberg
    Level 7
    January 8, 2018

    You can also use transition rules in the engagement program as JD mentioned, but these require a trigger which is why i prefer to use smart campaigns to manage moving people between streams. (makes batch possible)

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