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Engagement Programs and Wait Steps

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Anonymous
Not applicable

Engagement Programs and Wait Steps

Hi all,

I've been asked by my sales leadership to recreate, as best as possible, a lot of the functionality that is in SalesLoft in Marketo.  We're sending "cadence" style emails, so to handle that I've had to create a bit a of monster engagement program.

I'm having issues removing people from receiving further emails and I'm not sure why.

The program transitions people using this flow step:

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and during that "wait" time, a sales rep, in SFDC, can move them out from receiving another communication by using the following:

pastedImage_2.png

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The only thing I can think is that the lead is not considered a member in the program when the lead in the stream is in exhausted status because I get this (read the top two lines as well):

pastedImage_5.png

Any Thoughts?

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Jim_Thao7
Level 9

Re: Engagement Programs and Wait Steps

"and during that "wait" time, a sales rep, in SFDC, can move them out from receiving another communication by using the following:"

IF this is true, then they have not yet been added to the stream, which means they are not members of the program.  They're still in the wait step.

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Jim_Thao7
Level 9

Re: Engagement Programs and Wait Steps

"and during that "wait" time, a sales rep, in SFDC, can move them out from receiving another communication by using the following:"

IF this is true, then they have not yet been added to the stream, which means they are not members of the program.  They're still in the wait step.

Anonymous
Not applicable

Re: Engagement Programs and Wait Steps

That's the other thing I thought it might be and makes sense... Thanks for confirming!  I'll have to set a daily campaign to align this nightly.  Thanks!

Nick