Moving members from one program to the next

Anonymous
Not applicable

Moving members from one program to the next

Hi All,

Im trying to achieve the following and I cant seem to get it to work.

Email Campaign (1): Member is in this program

Email Campaign (2): Member cannot enter campaign 2 until they have left campaign 1

I have use the following filter for smart campaign (2) to prevent them receiving an email whilst they are part of campaign 1:

Member of program: False, Program: is = Campaign 1

The problem/Question is: how to I make a contact not a member any more? so that campaign 2 can sent to them.

Thanks

5 REPLIES 5

Re: Moving members from one program to the next

You can add request campaign in your flow step of campaign 1. Now based on your parameters defined in smart list and flow steps of campaign 1 lead would be handed off to Email Campaign 2.

Quick Question -

Member of program: False, Program: is = Campaign 1 : This will exclude anyone who is member of your program campaign 1.

You want to contact those who are not members of your program or campaign? Can you please share a bit ore info on this like what type of program are you using?

Anonymous
Not applicable

Re: Moving members from one program to the next

Hi Priyank,

Thanks for the reply, Ill explain a bit further.

Program 2 is our general newsletter, but we don't want people to receive this until they have completed program one.

Other people can receive the newsletter from a different stream although that is not part of this problem.

Thanks

Re: Moving members from one program to the next

Matthew,

In send campaign of your program 1 you can define your target audience in its smart list, now in flow step below include Request campaign "Program 1.send campaign".

Send campaign Program 2:

smart list: Member of program true = Program 1

Flow: Send email/ you can define actions you require.

My understanding is you are nurturing leads based on their certain behavior, i would suggest to create an engagement program instead and loop your programs i.e. Program 1 and 2 in it, this way you can nurture your leads and would be able to track them more conveniently.

Re: Moving members from one program to the next

Hi Matthew,

This is pretty easy if you use a Program Status. Create a Program Status called 'Completed' and once a lead has succesfully run through Program 1, change the status of the lead in that program to Completed.

Then, for Program 2, add a Filter saying 'Member of Program' is 'Program 1' and Status is 'Completed'. (this is a constraint and can be found in the top right corner of the filter).

You could even trigger on that. Program Status Changes, Program 1, New Status is Completed. Flow step: add to program.

Let me know if that works for you.

Anonymous
Not applicable

Re: Moving members from one program to the next

Thank you for all your assistance.

This is what I did and it works.

pastedImage_0.png

Thankyou