AnsweredAssumed Answered

Managing Having Multiple Engagement Programs

Question asked by Wyatt Tucker on Feb 22, 2018
Latest reply on Feb 23, 2018 by Grégoire Michel

We have numerous engagement programs which all have different entry criteria. It is possible that prospects in our database can qualify for numerous engagement programs at the same time, but we want to ensure that leads are only able to be active in a single engagement program at a given time.

 

Each of our engagement programs contains numerous streams, so unfortunately having a single engagement program and achieving this via streams is not a possibility for us. We've gone through and created a hierarchy of which engagement programs should take precedence should a prospect qualify for multiple, but as we scale up, right now our only option seems to be going into every engagement program and adding new rules which state "member of engagement program NOT IN all of our other engagement programs". This is very tedious as we have numerous engagement programs, and it invites a lot of potential for missing something.

 

My thought is to develop a transformer smart campaign of sorts that will create a centralized location we can update each time we deploy a new engagement program, but with the flow steps available, I'm not seeing any great options.

 

Has anyone else run into this issue, and if so, how were you able to solve it?

Outcomes