Deeper Help Article Information on Complex Engagement Transitions

Deeper Help Article Information on Complex Engagement Transitions

It would be quite helpful to have deeper information available on programming complex engagement stream transitions within the Help Article library.
4 Comments
Anonymous
Not applicable
Hi Mike,

Do you have an example of the transition rule you are trying to build?

Thanks,
Cheryl
Anonymous
Not applicable
Cheryl:
 
This is the type of thing we are trying to program. I get the basics, but this is way more complex.
 
Stream Rules and Criteria  
Stream Entry: SDR form; DL from Content Site of Non-Owner Awareness content - if not already assigned; added to Smart List
Transitions: SDR email after 4 pieces delivered
  If downloads content from advanced stage from this or another stream, move to new stage/stream
  If indicates Product Interest - move to stream
  If requests Travel Analysis - move to stream
  If attends exhibit or Beech event, move to Research stage
  Remains in this stream until actions above
Anonymous
Not applicable
You can always use a smart campaign to transition leads.  So, just keep the transition rules blank, and use the "Change Engagement Program Stream" flow action to do what you need.
kh-lschutte
Community Manager
Status changed to: Open Ideas