This content has been marked as final. Show 6 replies
This is a great idea. You might consider creating an idea in the community for this.
Does this mean that a smart list with Member of Engagement Program set to true and adding the Constraint of the Stream, doesn't work?
If it does, why can't you create two smart lists:
Smart list 1 - Member of Engagement Program (in stream 1)
Member of Engagement Program AND not in smart list 1?
Yes this definitely works, but this is not what Mike wants. He wants it on the lead/contact record so he can see it on an individual basis.
So what about adding an Interesting Moment as part of the transition rules - 'Added to Stream' or 'Switched to Stream' or something of that nature? That would show up in the individual's activity log.
And the same when the lead is added to the engagement nurture in the first place.
What you are able to do that Erica has talked about is create a field that you change the data value of whenever a person is added to an Engagement engine. This is what we do at Marketo. Anyone not in Engagement also gets a value that just says they are not "Opted In"
This way I can look at my database and see who is being nurtured and who is not.