Excluding Nurture Program Members from being in multiple engagement programs

Nichole_Cunnin4
Level 4

Excluding Nurture Program Members from being in multiple engagement programs

Hi,

Looking for suggestions. I have a several engagement nurture campaigns that are running, and I am trying to come up witha good way to ensure that if a lead is a member of Nurture Program A, he is not simultaniously a member of Engagement  Nurture Program B.

I don't want to Exclude all nurture program A members from program B or vise versa, because if someone has already completed the flow actions of one program, it's ok for them to be entered into a different nurture program. I just don't want anyone to be receiving simultanious emails from two different Nurture programs.

Thanks,


Nichole
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4 REPLIES 4
Anonymous
Not applicable

Re: Excluding Nurture Program Members from being in multiple engagement programs

I am subscribing to this thread, because I would be interested in the same.

Thanks,
Kay
Anonymous
Not applicable

Re: Excluding Nurture Program Members from being in multiple engagement programs

For me I only want one person in one Engagement campaign. So I just have a smart list (Member of A & Member of B) or (Member of B & C) or (Member of A & C).. 

You could create a smart campaign. "Added to Engagement Program" = A & Member of B, then (flow) Stream Cadence B = paused. 

Does that make sense?
Anonymous
Not applicable

Re: Excluding Nurture Program Members from being in multiple engagement programs

We had this same issue at Marketo and we used segmentation (feature) to prevent a lead from being in multiple engaement programs.  This forces a single membership b/c you can only be in one segment in a segmentation.  You would then use the segment filter to add people to the different programs.  Let me know if you need more details.
Nichole_Cunnin4
Level 4

Re: Excluding Nurture Program Members from being in multiple engagement programs

Hey Cheryl,

Can you please provide more information. I'm familiar with segments, so with a little more info, I'm confident I can get this to work.

Thanks!

Nichole