Engagement Program - Moving Members out of Stream

Caryl_Mostacho
Level 7 - Champion Alumni

Engagement Program - Moving Members out of Stream

Hello,

I just had a question.

I'd like to start an engagement program. Right now it would be one stream. But I'd like to know how I would remove members from the stream if something has change on their opportunity.

So for example if their opportunity is now a Won deal, I'd like them to no longer receive our nurturing engagement program. 
 

How do I go about removing them as a member of the engagement program.

Is that the right thing to do?

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1 REPLY 1
Josh_Hill13
Level 10 - Champion Alumni

Re: Engagement Program - Moving Members out of Stream

It would be better to set them to Paused, otherwise the Engagement loses their data. Have one of two options

1. Create Empty Stream with a Transition trigger of Added to Opp = Won or Updated Opp=Won
2. Create a campaign that does the same thing, but the Flow is Pause Engagement.