Transitioning from stream to the next based on exhausted content

[Anonymous]

Hi,
I have created a 3 track (early, mid, late) nurture campaign and am struggling with the transition rules.  What I hope to acheive is that when content is exhausted in one stream, the lead will automatically be moved to the next stream.  I am sure this is a simple one, any help would be appreciated.

Thanks
Jason

[Anonymous · Accepted solution]

We do not allow for triggering off of Exhausted Content, so what you will need to do is create child smart campaigns that you run (batch) after each cast.  Use the member of engagement program filter with exhausted content flag to true.  

[Anonymous]

This doesn't seem to work as planned.

I created a 3 stream program -- early, mid, late -- and added transition rules that looked for content exhausted status. I then created a batch campaign to call these transition rules. Problem is, if a contact was previously moved to a subsequent stream because their content was exhausted (e.g., moved to mid because they exhausted early content), their content 'status' seems to stay at exhausted (exhausted = yes). 

As a result when the batch campaign runs, they get moved to the next stream even though there is still new content for them in their current stream. Any suggestions?

[Anonymous]

I'm confused by your statement that you  set up a transition rule for exhausted content. Can you give more detail?

[Anonymous]

I clicked on the "transition rules" tab on the receiving stream and added rules that would look for: member of earlier stage stream, content exhausted, not member of receiving stream.  If all criterial were satisfied, the flow step changes the contact's engagement stream to the receiving stream.  The trigger for this is "campaign is called" and I use a smart campaign to call this transition rule.

[Anonymous]

I just tried the Smart Campaign method your described w/ the same result:





I ran this against a contact that was new to the mid stage and had 4 emails remaining before exhausting content in mid. The smart campaign moved them to late despite this.

[Anonymous]

Is exhausted content the only rule?  If so, don't use the transition rules - this is not how we intended it to be set up.  Just run a batch campaign nightly that moves the lead into the correct stream.  There is no requirement to have a transition rule set.

[Anonymous]

Ok. I will focus on the batch campaign method. But right now that isn't working for me either (see comment above w/ screenshots). Maybe there's something I'm overlooking?

[Anonymous]

You may have uncovered a bug in the system.  Can you send me a link to the engagement program in your instance so I can take a closer look?

[Anonymous]

Using the batch campaign method ...  seems the content exhausted flag isn't working for me. I had to add evaluation steps to the campaign that checked whether each email was sent to a contact.

As a test I created a campaign targeting 1 member of a stream (screenshot below). Program goal is to move contacts w/ expired content from mid to late stage.  As configured in the screenshot, the Schedule tab says the campaign will affect "0" contacts. If I remove the last evaluation step in this screenshot (was sent email), the Schedule tab says the campaign will affect "1" contact. If I run the campaign this contact is, in fact, moved to the late stage despite them not receiveing all content from their current (mid) stage.