Transition lead between stream in engagement program?

Anonymous
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Transition lead between stream in engagement program?

Hi,

If I have a mutil stream engagement. Stream 1, Stream 2, Stream 3...

If a lead has Behavior Score < 20 then add it to this Engagement Program 

Stream 1, I have three emails. After the cast to send the third email then I want to check:

+ when  Behavior Score >=20 I will push this lead to Stream 2

+ if Behavior Score still < 20 then after 1 month -> push it to Stream 3

How to do it?

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4 REPLIES 4
Anonymous
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Re: Transition lead between stream in engagement program?

Hey Nam,
when you add Stream 2, Stream 3 etc., a "Transition Rules" tab will appear in each. In Transition Rules you can set up triggers and filters like in a normal triggered smart campaign. 

For Stream 2, I'd suggest the following Transition Rules:
trigger: Data Value Changes -- choose Attribute (it's "Lead Score" I guess) -- + add Constraint "New Value" = "at least 20"
AND
filter: Member of Program =  "your engagement program name" (so other leads won't accidentally get into the stream)

For Stream 3,
trigger: Added to Engagement Program = "your engagement program name" + constraint: Date of Activity = in last 1 month
AND
filter: Score is less than 20

Does it make sense?

Josh_Hill13
Level 10 - Champion Alumni

Re: Transition lead between stream in engagement program?

You could also throw a wait step in Stream 3 Transition to wait 1 month. I might modify what Elena said here to listen for Exhausted in Stream 1 so that you go through all 3 emails, then wait 1 month, which is what I think you intended.
Anonymous
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Re: Transition lead between stream in engagement program?

Transition Rules is for pull lead, How about push (from Stream 1 to others)?

I mean could I push lead from Stream1 to Stream2 by the way:


1. Add a Smart Campaign in Stream1 (named Stream1 - Exit up)

In workflow we add "Change Engagement Program Stream"

2. Add choice for "Change Engagement Program Stream"

- If "Score - Behavior" "greater than" "20" 

- Program = "my engagement program"  - New stream = "stream 2"


In this way we can custom something before send lead to Stream 2 (may be change it's status ....)
 

For Stream 3 we do the same

What do you think about this?

Anonymous
Not applicable

Re: Transition lead between stream in engagement program?

If we have multiple nurture streams that pull in leads, do we still need a smart campaign that adds contacts to the initial stream?