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Engagement Stream Content after Instance Copy

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Heather_DeGrave
Level 2

Hi everyone,

 

We are embarking on an instance copy as we need to switch CRM integrations. I am looking for information or suggestions to reduce or eliminate duplication of emails sent to contacts from an engagement stream.

The activity history is not copied over, so if we can only upload the contacts, everyone would start at the beginning of the streams again based on their areas of interest. Many have already been exhausted with the current content and will only receive a new email from a stream when we add new content. We have 10+ engagement programs with 4-10 emails each. 

 

Has anyone ever gotten around this limitation before so that leads were not restarting in the streams? 

 

Thank you!

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Floyd_Alvares2
Level 8

Hi @Heather_DeGrave 

Definitely doable - if you are looking to create 2 streams, 1 for exhausted people and 1 for new people.

Other questions that come to mind are

  • How long do you have both Marketo instances running and will all members complete the engagement stream content in that time frame?
  • Are you going to add new members into the new program versus adding new members into the current engagement program

Either way, you would need to decide on a cut-off date that allows you to do the migration of leads.

Hope this helps.

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