Re: Engagement streams a lead is member of?

Anonymous
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Engagement streams a lead is member of?

Where in a contact's record can you see which Engagement stream(s) that person is a member of? There is nothing available in the contact record. Looking at each Engagement program does not tell me who is NOT included in that program. Creating a list based on Member of Engagement Stream using either True or False gives me everyone or no one. Surely there is a way to do this. Thanks.
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Anonymous
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Re: Engagement streams a lead is member of?

This is a great idea.  You might consider creating an idea in the community for this.
Anonymous
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Re: Engagement streams a lead is member of?

Does this mean that a smart list with Member of Engagement Program set to true and adding the Constraint of the Stream, doesn't work?  

If it does, why can't you create two smart lists:
Smart list 1 - Member of Engagement Program (in stream 1)
Member of Engagement Program AND not in smart list 1?

Anonymous
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Re: Engagement streams a lead is member of?

Yes this definitely works, but this is not what Mike wants.  He wants it on the lead/contact record so he can see it on an individual basis.
Anonymous
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Re: Engagement streams a lead is member of?

So what about adding an Interesting Moment as part of the transition rules - 'Added to Stream' or 'Switched to Stream' or something of that nature?  That would show up in the individual's activity log.
Anonymous
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Re: Engagement streams a lead is member of?

And the same when the lead is added to the engagement nurture in the first place.
Anonymous
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Re: Engagement streams a lead is member of?

Hey Mike,

What you are able to do that Erica has talked about is create a field that you change the data value of whenever a person is added to an Engagement engine. This is what we do at Marketo. Anyone not in Engagement also gets a value that just says they are not "Opted In"

This way I can look at my database and see who is being nurtured and who is not.