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Re: Best Practice for Changing Engagement Programs & Tracking
Grégoire Michel Mar 23, 2018 6:06 AM (in response to Ben Cooper)Use the "add to engagement program" to add people to an new EP or "Change Engagement program stream" to move them from one stream to another within the same EP.
The "Change Program Engagement Cadence" should be set to "Paused", not "New Engagement Program".
Use the program statuses. YOu will need to have a "Paused" or "Moved Out" status in your EP channel.
-Greg
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Re: Best Practice for Changing Engagement Programs & Tracking
Kayleen scott Sep 11, 2018 3:13 PM (in response to Grégoire Michel)Hi Greg,
What program statuses do you recommend for the EP channel? Here are some I've seen from the discussion boards:
Member
In Nurture
Engaged Succees
Paused
Moved Out
When you change the engagement cadence to "Paused" you set the program status to "Paused" -- when the lead resumes you change the engagement cadence to "Normal" and the program status to what?
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Re: Best Practice for Changing Engagement Programs & Tracking
Veronica Holmes Sep 11, 2018 4:11 PM (in response to Grégoire Michel)Curious as to the inclusion of the "Paused" and "Moved Out" program statuses, honestly I would never do this. There are other ways to tell if somebody is Paused (Engagement Program Cadence) and I want to know how many people are a success in the overall Nurture program, so I would leave them at the success metric (presumably Engaged Success in the above example), pause them and add them to a new engagement program if that was the action I needed to perform on success.
Interested in what positive impact this has on your reporting to use these Paused and Moved Out program statuses (I'm always interested in improving the way I do things if needed!)
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Re: Best Practice for Changing Engagement Programs & Tracking
J Grant Gray Sep 13, 2018 7:24 PM (in response to Ben Cooper)Nice, I'm creating the same thing multiple EN for the different stages.
I'm using an empty Stream labeled "Exit" to put people in once they move out of the Engagement Nurture in order to keep the data of their journey as well to not have to worry when we add new content to the stream all the exhausted successful people will get an email.
for my flow i'm using 5 steps
1. change engagement stream to new stream: exit
2. change program status: Success
3. change program Success: true
4. add to engagement program: next nurture stream 1
5. change revenue stage: (creating to see flow rate and reporting of cohorts as these are customers)