How to add people to a new stream once their content is exhausted

Anonymous
Not applicable

If you want to add leads into another stream in the same Engagement Program once they have exhausted their content, you won't be able to do it by creating a transition rule. Instead, you need to set up a smart campaign where you define this rule.

This is what you need to do:

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Screen Shot 2016-05-02 at 9.43.26 AM.png

1778
5
5 Comments
Colin_Mann
Level 5

Thank you - FYI I find most of your posts useful as I learn something from them.

Anonymous
Not applicable

This was very helpful...thanks!

Anonymous
Not applicable

Hi Karina Guerra,

Does it need a trigger or the filter alone will trigger when the condition is met?

Many thanks!

Grégoire_Miche2
Level 10

More globally, using transition rules is not best practice. Too limited, hard to audit and debug.

We prefer to use smart campaigns for all stream changes.

And also, most of the time, triggers are not necessary here. Filters (daily batch) are good enough and preserve your instance performance.

-Greg

Grégoire_Miche2
Level 10

HI Hector,

Triggers are usually not necessary to handle stream assignment. Filters/batch are good enough.

-Greg