4 Replies Latest reply on Sep 16, 2018 2:03 PM by Grace Brebner

    Default program and Engagement membership

    Kayleen scott

      Hello,

      I've been using Default Programs to send emails in a cadence series. I'm now creating my first engagement program. How do you manage record membership to ensure a record can't be active in both a default email program and in an engagement program at the same time?

        • Re: Default program and Engagement membership
          Grace Brebner

          Hey Kayleen,

           

          You'd have to have rules in your smart campaigns between these two programs that control which program gets priority, and when. E.g., "Add someone to this nurture unless they have program status "X" in program "Y"."

           

          You may want to consider (if it makes sense for the use case) wrapping your cadence series into a new stream in the engagement program, as this will make it easier - a person can only exist in one stream of a single nurture program at a time.