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Question 1: They should not receive duplicate content if that content was already received in that Engagement. So they should receive Cast A and then skip Cast B and move on.
Perhaps it would work better if you could separate leads into different Engagements or a wider range of Streams based on this Customer Status. You will need a traffic cop to manage leads between those engagements.
It gets a little complex since I don't know much about your nurture. Maybe we should chat?
Hi Heather,1 of 1 people found this helpful
If you are using Programs in your Engagement Program - are you also creating Program Member Status = "Exclusion" ? This is from Edward Unthank's preso.
If you aren't associating these "excluded" leads with your Programs, they will still go through the smart campaign flow in that cast, and won't be emailed until the next cast (2 weeks apart?) Instead of creating smart campaigns that filter for "not was sent email, not installed optimizely, etc." - you should just go ahead and batch add anybody that fits those criteria into each Program as Member Status = "Exclusion."
That way they skip the cast b/c Program Membership implies the lead was already sent that asset previously, and they will immediately move to the next available cast that they are eligible for. This is also very useful for casts that are shared across streams. Let me know if you want to chat!
SAM! I think you totally just solved our issue. Thank you, thank you, thank you. We've been going around with support for this for months.
Josh, thank you as well!
I'll follow up when we implement the changes to tell you how it works.