Remove People from Old Programs if Acquired by New Program

[Anonymous]

I do not want any leads part of multiple programs. They are all meant to only ever be in one at a time. Each program, for specific reasons, has only one stream, so moving between streams isn't an option here.

For example, someone enters our New Leads Program for filling out a form on our website and starts to get sends from that stream. If they become a customer in SalesForce after this, they are meant to be removed from that program and entered instead into our Customer Program. Right now it seems that acquisition is happening just fine, but that lead never leave the New Lead Program.

How can I either 1) ensure that no lead is EVER in multiple progams, or 2) at least make sure that as a lead is acquired by a new program, they are taken out of any previous one.

I have it set right now to make sure they aren't already part of any programs when added to one, but that doesn't seem to be working right?

Member of Engagement Program: False - Program is any

Is that wrong? What else do I need to do to accomplish this goal. Thanks!

[Josh_Hill13]

• Marketo intends for a lead to be touched by multiple programs.
• It sounds like you are discussing Engagements specifically, so if you want a lead to be in one Engagement at a time, then you should setup a traffic cop that listens for the changes you mentioned and takes them out of Engagement 1 and puts them into Engagement 2.
• Your entry campaign should look at leads that are not in other Engagements. i'd try them by name instead of IS ANY because they likely are already in another Engagement...what you need is a traffic cop to manage the routing and removal.

[Anonymous]

Correct, I mean our nurturing engagement programs. We only want people to be in one at a time.

Can you give an example of what you mean by 'traffic cop' and how to set something like that up?