How do I confirm that newly qualified leads are flowing into an engagement program?
Casts are being sent as scheduled, and new leads are qualifying in the designated smart lists, but how can I confirm these newly qualified leads have been added into the stream of an engagement program?
Re: How do I confirm that newly qualified leads are flowing into an engagement program?
Hey Leslie,
You can view the current Membership of an engagement program by going to Program>Members. This will show each lead current in a stream in your engagement program. You should also be able to see the additions being made in the Results tab of your smart campaigns.
Re: How do I confirm that newly qualified leads are flowing into an engagement program?
Hi Leslie, create a smartlist in Lead Database. Add a filter for "Is not member of any Engagement program". Also add a filter for "Is member of smart campaign that qualifies". The smartlist should now display if there are any qualified leads that are not in an engagement program.
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