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Engagement Stream Content after Instance Copy

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Heather_DeGrave
Level 2

Re: Engagement Stream Content after Instance Copy

@Floyd_Alvares2 

Would it work to let all current members exhaust the current content and adding new members to the program as "paused"? When we move to the new instance, all leads with "normal" status start in steam 2 with all of the new content, while anyone "paused" is added to stream 1 with all current/previous content that they have yet to receive? All new content would be added to stream 2 only.

 

In my head, it makes sense and sounds like it would be less work than moving each current email into its own program.

Floyd_Alvares2
Level 8

Re: Engagement Stream Content after Instance Copy

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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Heather_DeGrave
Level 2

Re: Engagement Stream Content after Instance Copy

Thank you @Floyd_Alvares2 !

I think the plan would be to stop adding new people into the stream before we start the instance copy to allow for everyone currently in a stream to be exhausted. Any new people would be added to the current stream as Paused so that we can identify them when we are ready to copy leads over.