Problems with Engagement Program Transition Rules

[Anonymous]

Hi,

I've set up a nurture program with two streams. My emails live in individual programs as described here by Edward Unthank​. Stream 1 houses two programs and Stream 2 houses five. Like so...

Here are my transition rules...

Leads that I know qualify for the rules aren't moving over. In fact, very few are. I've tried a few variations, but nothing's working! Any suggestions?

Thank you in advance!!

Rocky.

[Grégoire_Miche2]

Hi Racquel,

I think your second filter in the transition rule is not correctly configured. Can you open it and provide a screen shot ?

-Greg

[Anonymous]

Hey,

Here's the expanded version of the second filter - I think it used to be something different. Maybe I changed it somehow?

[Grégoire_Miche2]

Hi Racquel,

This is correct, so the problem is not there.

-Greg

[Robb_Barrett]

Interesting. Rule 2 says "Program Type ID is ____ and..."

Mine all say "Program Type ID is "48" and..."

[Grégoire_Miche2]

Hi Robb,

Yes, this is why I suspect it has some errors, which is why no one is qualifying. And I also think that the first one is redundant with the second one.

-Greg

[Josh_Hill13]

Remember that the transition PULLS leads over, so is this in the right Stream?

Are you double using the Member of Engagement Stream instead of letting the default work?

[Anonymous]

Are you saying that these rules should be living in Stream 2 to pull leads from Stream 1?

[Grégoire_Miche2 · Accepted solution]

HI Racquel,

Yes, the transition rules PULL leads in the stream. So if they are supposed to move leads from Stream 1 to stream 2, the rule should be in stream 2.

-Greg

[Anonymous]

Thank you, Gregoire Michel - I think this is my problem! Will update if this solution doesn't work.