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Transition a contact from one stream to another

Question asked by Peter Crowell on Nov 3, 2017
Latest reply on Nov 6, 2017 by Josh Hill

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!

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