AnsweredAssumed Answered

Is there a better way to move leads between streams?

Question asked by fe7a51c4be59ca868c79153f8dd0d52b7828751a on Aug 9, 2016
Latest reply on Aug 11, 2016 by Lauren Beth

I'm creating multiple nurture steams & programs for what we want to accomplish and I'm not sure if I'm using the best possible method to move leads between streams based on engagement & industry.


Industry Stream (these are the "keep warm" emails being sent every 2 weeks to potential leads of each individual industry (IT, Accounting & Finance, Construction, etc))

Campaign Event/Report Launch Stream (these are webinar & report launch streams - 1 email a week for 8 weeks)


Industry streams are ongoing - and Campaign streams will interrupt the industry stream progress to promote a webinar/report launch.


I'm trying to figure out a way to return a lead to an industry stream from a campaign stream depending on if they've exhausted the stream or have engaged with content (downloaded a report) - I want to remove the leads from campaign streams when they engage with content and return them to their industry stream - or start them on another iteration of their industry streams (I plan to have 3 separate streams per industry)


Here is my process:

Lead receives campaign email 1

Lead doesn't engage - moves to next email

Lead receives campaign email 2

Lead engages - I use program status (engaged with content) and put them on a list (Downloaded Report) - I also exclude them from future emails within the campaign stream through Program Status -  Exclude. (not sure if I need to do this, I could just pause them?)


All leads that have downloaded a report get put into a list (Downloaded Report) - they are then picked up by smart lists that have an "Added to List" trigger and filters based on industry. - The flow would be to 1) Add to Engagement Program: xxxx industry 2) remove from list - Downloaded Report list. (I'd have a bunch of different smart lists for each separate industry) 


EDIT - Without the smart lists I can do Add to Engagement Program - and then add the multiple choices for the separate industries. Choice 1, Choice 2, etc.

This removes the need for all of the smart lists and the download report list

Would this be the most ideal method of moving leads back to their appropriate streams?


Leads would then begin or continue to pass through their industry streams.


I THINK I am making this overly complicated with the smart lists to change engagement programs into specific industries

I'm not sure what the best process would be to move leads that have engaged back to their original streams.

I understand how to do it if there were no industries involved, but the added element of separating the leads into their specific industries has put a hitch in my planning.

I couldn't find anything on the that would solve this task.


Any advice - suggestions - insight would be greatly appreciated!