How to test for program membership among multiple programs?

Dan_Stevens_
Level 10 - Champion Alumni

How to test for program membership among multiple programs?

We have an engagement program consisting of a stream of four Marketo programs.  If a lead is a member of two or more, they should be pulled into another stream.  What is the best way to create the smart list transition rules to accomodate this?  Initially I thought I would just create four "member of program" triggers AND four "member of program" filters.  But even if a lead is a member of one program, this would qualify the lead. I could also creat a custom score field to be used for this EP, but there could be a need to do this across several other EPs, requiring the same number of custom fields.
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Anonymous
Not applicable

Re: How to test for program membership among multiple programs?

Hi Dan,

Just create four "member of program" triggers AND four "member of program" filters and put following custom logic in the smart list for filters:
(P1 AND P2) OR (P1 AND P3) OR (P1 AND P4) OR (P2 AND P3) OR (P2 AND P4) OR (P3 AND P4)

* P-> Program

Hope this will help!

Thanks,
Amit