1 Reply Latest reply on Nov 6, 2017 6:45 AM by Josh Hill

    Transition a contact from one stream to another

    Peter Crowell

      Hi,

       

      I'm making several streams of emails. A person receives a stream based on two criteria:

      • whether they are a prospect or a customer
      • their product interest or product purchase

       

      So the person might be:

       

      Prospect interested in one of these:

      1. product 1
      2. product 2
      3. product 3

       

      Customer who bought one of these:

      1. product 1
      2. product 2
      3. product 3

       

      Prospects come into Marketo through a form.

      Customers are fed into through a feed from a sales management system, and identified as customers with a checkbox in their record.

       

      When a new customer is already in Marketo as a prospect, I want marketo to transition them from the prospect email stream, into the customer email stream for their relevant product choice.

       

      What's the simplest way to set this up?

       

      Thanks!