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Pausing engagement stream content from casting out during a holiday week...

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Anonymous
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Pausing engagement stream content from casting out during a holiday week...

I have set up an engagement program with multiple streams with the first email scheduled to be cast in mid-November. Since the Thanksgiving week is shortly there after, I would like to prevent any emails from casting during that week, with the intention of having them pick back up the following week. From what I've already come across, it seems to be that the consensus is to schedule a batch smart campaign outside of the program listening for leads that are in the desired engagement streams, setting their cadence to paused. After the Thanksgiving week, I would change the cadence to normal. This action would allow the leads to pick back up in the same spot they were in before being paused. It was stated that leads don't keep track of which spot they are at in a stream. Rather, they start with the first piece of content, moving through the stream until they find a piece they haven't received. Is this accurate? Is my understanding of pausing leads accurate? Will I get the desired results if I set it up this way? I have provided screen shots of what I would intend to do....let me know if this is correct.

Thanks,

Kevin

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Re: Pausing engagement stream content from casting out during a holiday week...

Hi Allison,

This is all correct, excepted that you smart campaigns should be INSIDE the engagement program.

You can use 1 or 2 batch smart campaigns. If you use 1, it will be setup this way :

  • smart list : member of engagement program is true, engagement program = Lead Nurture Campaign, engagement program cadence = normal

pastedImage_4.png

  • Flow :
    • Change engagement program cadence, new value = Paused
    • Wait until end of Thanksgiving week
    • Change engagement program cadence, new value = Normal

pastedImage_5.png

Schedule to run when you leave for vacation.

-Greg

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4 REPLIES 4
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Re: Pausing engagement stream content from casting out during a holiday week...

Hi Allison,

This is all correct, excepted that you smart campaigns should be INSIDE the engagement program.

You can use 1 or 2 batch smart campaigns. If you use 1, it will be setup this way :

  • smart list : member of engagement program is true, engagement program = Lead Nurture Campaign, engagement program cadence = normal

pastedImage_4.png

  • Flow :
    • Change engagement program cadence, new value = Paused
    • Wait until end of Thanksgiving week
    • Change engagement program cadence, new value = Normal

pastedImage_5.png

Schedule to run when you leave for vacation.

-Greg

View solution in original post

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Anonymous
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Re: Pausing engagement stream content from casting out during a holiday week...

Thanks, this really helps.

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Re: Pausing engagement stream content from casting out during a holiday week...

Hi Allison,

My pleasure. PLs close the question if it works for you.

-Greg

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Re: Pausing engagement stream content from casting out during a holiday week...

BTW, the method above is the right thing to do if you want to plan ahead a stop and start to occur when you are not in the office.

If you are in the office, just click on the nurturing program, then setup tab and set program status to OFF before you leave and back to ON when you return.

-Greg