Re: Retire an Engagement program

Anonymous
Not applicable

Retire an Engagement program

Hi, I want to retire an Engagemnet program as we're moving instances. How can I find out how many weeks I have to wait until every single lead is through the streams?
 
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8 REPLIES 8
Valerie_Armstro
Level 10 - Champion Alumni

Re: Retire an Engagement program

Hi Anissa,

You can see how many weeks are left before all leads in your engagement program have become exhausted in the Engagement Program Dashboard
Josh_Hill13
Level 10 - Champion Alumni

Re: Retire an Engagement program

Yep!

If you want to retire the Engagement sooner, you can just Pause everyone in the Engagement, port them over to the new instance (you may have to export the members and re-import them to the new Engagement), and reactivate it in the new instance.

Marketo can help you migrate the existing program over to the new instance.
Anonymous
Not applicable

Re: Retire an Engagement program

We don't seem to have the exhaustion widget, so I'm missing this view. Or am I just too blind to find it. Is there another way of doing this?
Valerie_Armstro
Level 10 - Champion Alumni

Re: Retire an Engagement program

When you click on your Engagement Program, you will see "View" near the top left.  If you switch it to Dashboard, you should be able to see the Exhaustion widget.

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Anonymous
Not applicable

Re: Retire an Engagement program

Thanks, but it doesn't appear in my dashboard. Only members and exhausted.

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Josh_Hill13
Level 10 - Champion Alumni

Re: Retire an Engagement program

That's odd. Where it says Members, it should have a chart that says "Exhaustion" with Casts Before Exchausted and the # of people in that Cast.

Try refreshing? Is there a gear icon that will change this? I don't have this on mine.
Valerie_Armstro
Level 10 - Champion Alumni

Re: Retire an Engagement program

I'd reach out to Marketo Support and ask them.  From this Customer Engagement Training webinar, that Members widget should have been replaced with the Exhaustion widget in the July 2013 release.
Anonymous
Not applicable

Re: Retire an Engagement program

Ok, I will contact Marketo support. thanks both of you for the help.