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Knock out criteria de-qualification in engagement programs

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Anonymous
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Knock out criteria de-qualification in engagement programs

Hi, I was wondering whether it is possible to include knock out criteria in engagement programs in a similar that is possible in drip nurture campaigns, i.e. if a lead isn't qualified then the lead must not be able to proceed. So, for example if a lead is too young then we want to exclude that lead from the nurture campaign, is something like that possible in engagement programs?

Many thanks!
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Anonymous
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Re: Knock out criteria de-qualification in engagement programs

Hi Adrien,

Yes ths is possible. 
1 way is to not let these leads into the engagment program in the 1st place. So in the campaign that adds your leads to the program you would just set your campaign up so that it only includes the leads that you want.

The other way is that you would just need to create a smart campaign to pause or remove the leads.The smart list should meet the defined critera for the lead being too young then in the flow you could do "change program stream caadende" to Paused.

Then you would have another trigger campaign created to listen out for when they should be unpaused.
https://community.marketo.com/MarketoArticle?id=kA050000000LAVfCAO

Cathal

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Anonymous
Not applicable

Re: Knock out criteria de-qualification in engagement programs

Hi Adrien,

Yes ths is possible. 
1 way is to not let these leads into the engagment program in the 1st place. So in the campaign that adds your leads to the program you would just set your campaign up so that it only includes the leads that you want.

The other way is that you would just need to create a smart campaign to pause or remove the leads.The smart list should meet the defined critera for the lead being too young then in the flow you could do "change program stream caadende" to Paused.

Then you would have another trigger campaign created to listen out for when they should be unpaused.
https://community.marketo.com/MarketoArticle?id=kA050000000LAVfCAO

Cathal
Anonymous
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Re: Knock out criteria de-qualification in engagement programs

Thanks Cathal
Anonymous
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Re: Knock out criteria de-qualification in engagement programs

I do have another question for you: What's your opinion on the gatekeeping qualities/suitability of engagement campaigns?

Thanks,
Adrien