Question About Engagement Programs

[kenmckown]

Yes, this makes sense for adding them to it, but my concern is more removing them.

As an example, a nurture has five emails, after EM1, we do a "Remove from Program" based on those criteria, for the EP, would I have to create a Smart Campaign for that? That is what I see as excessive, as I would have to build one for each email send so that it gets checked between each email send.

Does that make sense?

[uditmathur]

Hi @kenmckown ,

Its not advisable to remove leads from engagement program as this will effect your reporting matrix for that EP.

I would rather suggest you to create an Empty stream & name it say " Not fit Leads" & then create a transition rule to pull all the leads who does not qualify for continuing in the EP. This way you will not loose any reporting matrix & because the stream will be empty your leads will not be sent any further content.