Re: Transition a contact from one stream to another

Anonymous
Not applicable

Transition a contact from one stream to another

Hi,

I'm making several streams of emails. A person receives a stream based on two criteria:

  • whether they are a prospect or a customer
  • their product interest or product purchase

So the person might be:

Prospect interested in one of these:

  1. product 1
  2. product 2
  3. product 3

Customer who bought one of these:

  1. product 1
  2. product 2
  3. product 3

Prospects come into Marketo through a form.

Customers are fed into through a feed from a sales management system, and identified as customers with a checkbox in their record.

When a new customer is already in Marketo as a prospect, I want marketo to transition them from the prospect email stream, into the customer email stream for their relevant product choice.

What's the simplest way to set this up?

Thanks!

1 REPLY 1
Josh_Hill13
Level 10 - Champion Alumni

Re: Transition a contact from one stream to another

Run a batch (or trigger):

Member of Engagement in Stream Prospect

Customer=T

then Change Stream to Customer Stream (or an empty stream).