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Anonymous
Feb 14, 2018 4:12 PM UTC
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Engagement Programs and Wait Steps

Hi all,

I've been asked by my sales leadership to recreate, as best as possible, a lot of the functionality that is in SalesLoft in Marketo.  We're sending "cadence" style emails, so to handle that I've had to create a bit a of monster engagement program.

I'm having issues removing people from receiving further emails and I'm not sure why.

The program transitions people using this flow step:

and during that "wait" time, a sales rep, in SFDC, can move them out from receiving another communication by using the following:

The only thing I can think is that the lead is not considered a member in the program when the lead in the stream is in exhausted status because I get this (read the top two lines as well):

Any Thoughts?

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Jim_Thao7
Jim_Thao7Accepted solution
Level 8
Feb 14, 2018 4:19 PM UTC

"and during that "wait" time, a sales rep, in SFDC, can move them out from receiving another communication by using the following:"

IF this is true, then they have not yet been added to the stream, which means they are not members of the program.  They're still in the wait step.

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2 replies

Jim_Thao7
Jim_Thao7Accepted solution
Level 8
Feb 14, 2018 4:19 PM UTC

"and during that "wait" time, a sales rep, in SFDC, can move them out from receiving another communication by using the following:"

IF this is true, then they have not yet been added to the stream, which means they are not members of the program.  They're still in the wait step.

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Anonymous
Feb 14, 2018 4:30 PM UTC

That's the other thing I thought it might be and makes sense... Thanks for confirming!  I'll have to set a daily campaign to align this nightly.  Thanks!

Nick

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