Issue with Steam Transition Rules - Members of the program are not moving to new stream using Transition rules

[Vinay_Kumar]

I'm having trouble with an engagement program as leads aren't transitioning to designated streams based on specified rules. The intended movement relies on both job titles and the interaction of opening Email A from Stream A. Despite meeting the criteria, leads aren't progressing to their respective streams as expected.
Interestingly, I've set up a test trigger campaign with identical rules, and it successfully transitioned the leads. I'm eager to understand why the stream transition rules in the engagement program aren't pulling the leads as intended.

Thoughts?

[Michael_Florin]

Hard to say without seeing your Transition Rule. I believe most people here tend to not use Transition Rules at all, but instead use trigger or recurring batch campaigns to organize stream transitions.

But anyway: If you're certain that the Job Title filter is correct and Email Open is part of a person's activity, and that person doesn't move - you might want to open a Support ticket.

[Darshil_Shah1]

This is definitely strange!

Are you able to share snapshots of your stream transition rule (the destination stream's transition rules, as the rules are pull-based), your trigger campaign's smart list, and the activity log of your test records so we can verify and see if there are any holes anywhere?

[Vinay_Kumar]

The transition rules were configured to pull leads to the stream, but they weren't functioning as intended. Interestingly, both the campaign smart list and the transition rules smart list mirrored each other in their setup.

Unfortunately, I'm unable to share screenshots as we decided to proceed solely with the smart campaign, which led to the removal of the transition rules.

[Darshil_Shah1 · Accepted solution]

Interesting! Thank you for the update, @Vinay_Kumar! I hope we could have gotten to the bottom of this by viewing snapshots and validating whether it's a platform-specific issue (bug or something, which is rare, particularly in engagement programs in my experience) or just something that's being overlooked or missed. Anyway, as a takeaway, this solidifies my (and I'm sure, most users' too) practice of using smart campaigns over the transition rules. 🙂

[Vinay_Kumar · Accepted solution]

Correct! Using smart campaigns appears to be a more effective approach in this scenario compared to relying on transition rules.