Changing engagement program stream

Pierre_Lintzer · ‎02-13-2018

Hi,

I'm having difficulty transitioning leads from one stream to another in an engagement program.

I have 2 streams, one "Awareness" and one "Investigate and Compare". I want the leads to transition to the second one once the content in the first one is exhausted.

Here is a screen shot of my setup:

The 73 exhausted leads did not transition to the 2nd stream.

Now even more confusing, I set up a smart campaign to "manually" move leads to the other stream, with the below settings:

Smart List:

Flow:

and in the Schedule tab, I see that 0 people will be affected by the smart campaign, when I am expecting to see 73:

Anyone has any idea what I could be missing?

Thanks

Grégoire_Miche2 · ‎02-23-2018

Dan is right, do not use transition rules. Use batch smart campaigns instead. They are far easier to debug. The filtered SC you have created is correct.

The fact that your SC not yielding any member means that the leads have necessarily be moved out of the stream or are no longer exhausted.

Create a smart list with all leads that have been sent the email 6-3, and examine their activity logs, this is the only way to know what happened and stop speculating

-Greg

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