I've got 3 streams set up in an engagement program
XXPROGRAM
Stream 1
Stream 2
Stream 3
I want my leads to pass through Stream 1 initially - this stream will be interrupted and they will be moved to a different campaign stream (they could have received 1 - 4 emails in the stream) Once the campaign stream concludes I want to add the leads back into Stream 1 to continue from where they've left off. (i.e. Email 3 received - Email 4 would be sent next) The method to returning a lead to Stream 1 would be Add to Engagement Program - XXPROGRAM this would return the lead to Stream 1 if they've been added to the program so long as "Added to Engagement Program - XXPROGRAM" was the trigger for transition rule.
If the lead has exhausted from Stream 1 - I would like them to return from a campaign and go into stream 2 content. Would my transition rules stay the same for the method to return the lead to the program, and then the transition rules for Stream 2 would be - Trigger: Added to Engagement Program: XXPROGRAM, filter - email was sent - email 4
This would mean they were added back into the program, and if they were sent the last email in stream 1, they would start in stream 2.
When moving from 2 to 3 the transition rule would be the same, except it instead of email 4 it would be email 8, or whatever the end of Stream 2 is.
Am I doing this correctly? - would these transition rules make the leads continue down their process?
If the lead exhausts from a Stream 1, I'm alright with them not moving anywhere until they are re-added to the engagement program at a later date.
I just want to make sure the leads are continuing through the XXPROGRAM streams - not missing any of the emails. Is there a better method of ensuring the leads continue through the stream process I may be overlooking? If I add a lead back to an engagement program, and they've already received 1 - 2 emails in Stream 1, will they start to receive email 3, or will they start from email 1 again? I looked into the docs.marketo.com to find more info about the transition rules Transition Leads Between Engagement Streams - Marketo Docs - Product Docs I couldn't find anything with the sort of method I'm trying to set up.
Any help / insight would be greatly appreciated.
I'm a little unclear about how you want to structure this. There are several ways.
I see no reason to use a trigger. Batch campaigns scheduled carefully around the Cadences work well and reduce system load. At no time should you ever kick a Lead out of the Program.
Hey Josh,
Thanks for your response. Basically #2 is the approach
Stream 1 leads get moved to a report launch stream (8 weeks of emails). They would leave the XXPROGRAM engagement program to enter the REPORTLAUNCH engagement program - once they exhaust from this (or engage with content) they will be moved back to XXPROGRAM and pick up where they left off on the email stream - if they have exhausted their initial email stream they would start from the second one.
I use the trigger for the transition rule because the if the lead is added to the program again after completing a report launch stream, and they hit the trigger and associated filter they would move to the 2nd steam or 3rd stream.
Josh, do we have the option to pause the cadence for a lead in an engagement program at stream level? I believe teh cadence will be paused for the entire program. However, it would be a good idea to move the leads from Stream 1 to Stream 2, and then when required, trigger them to move back to Stream 1 from where they left off.
You can create a series of smart campaigns to transition leads across different streams, and move them back and forth. Also, if you add a lead back to an engagement program, and they've already received 1 - 2 emails in Stream 1, they will receive email 3 and not the emails they have already received