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Anonymous
Aug 11, 2014 3:41 PM UTC
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How Do I Remove Someone from Engagement Program?

Im setting up an engagement program and would like an SC that removes someone from the program and all streams if certain criteria matches. I ran a search for 'remove someone from engagement program' and came up with nothing. How do I do this?
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Valerie_Armstro
Valerie_ArmstroAccepted solution
Level 9
Aug 11, 2014 4:06 PM UTC
Christina,

To pause a lead in the engagement program, change their engagement program cadence to paused.
https://community.marketo.com/MarketoArticle?id=kA050000000LAVfCAO
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7 replies

Valerie_Armstro
Valerie_Armstro
Level 9
Aug 11, 2014 3:47 PM UTC
Hi Christina,

I believe if you change their program status to Not in Program, that should remove the lead from the engagement program.

Source: https://community.marketo.com/MarketoDiscussionDetail?id=90650000000PehaAAC
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kpara3-2
Level 9
Aug 11, 2014 3:59 PM UTC
Yes, the above solution would remove the lead. However, I believe that would also remove any stats.

It depends on why you want to remove them, but I tend to just have them paused from that particular nurture (if they're jumping to a different one, etc).
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Anonymous
Aug 11, 2014 4:03 PM UTC
How do you pause someone? I want them to stop getting any content in the engagement program but I certainly dont want to lose the stats. There's no option in flow step 'change program status'.
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Valerie_Armstro
Valerie_ArmstroAccepted solution
Level 9
Aug 11, 2014 4:06 PM UTC
Christina,

To pause a lead in the engagement program, change their engagement program cadence to paused.
https://community.marketo.com/MarketoArticle?id=kA050000000LAVfCAO
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    Anonymous
    Mar 16, 2016 4:26 PM UTC

    The link is now this one: Pause Leads in an Engagement Program - Marketo Docs - Product Docs

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      Anonymous
      Aug 11, 2014 4:55 PM UTC
      Got it. Thanks!

      Issues with transition rules but think it's suppport. Ill start a new discussion though.
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      Robb_Barrett
      Robb_Barrett
      Level 10
      Mar 16, 2016 8:05 PM UTC

      I like to create a stream called "Success" or "Completed".  I then have external workflows that set criteria to move people into those buckets. For example, if I'm nurturing someone and suddenly they make a purchase I move them into the Success stream. If they disqualify for any reason I put them in Completed.

      This way I can better understand what's happened to people in my Nurture and if I need to put them back into a Nurture I don't start them from scratch.

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      Robb Barrett
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