How Do I Remove Someone from Engagement Program? | Community
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A
Anonymous
August 11, 2014
Solved

How Do I Remove Someone from Engagement Program?

  • August 11, 2014
  • 6 replies
  • 6038 views
Im setting up an engagement program and would like an SC that removes someone from the program and all streams if certain criteria matches. I ran a search for 'remove someone from engagement program' and came up with nothing. How do I do this?
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Best answer by Valerie_Armstro
Christina,

To pause a lead in the engagement program, change their engagement program cadence to paused.
https://community.marketo.com/MarketoArticle?id=kA050000000LAVfCAO

6 replies

Robb_Barrett
Robb_Barrett
New Participant
March 16, 2016

I like to create a stream called "Success" or "Completed".  I then have external workflows that set criteria to move people into those buckets. For example, if I'm nurturing someone and suddenly they make a purchase I move them into the Success stream. If they disqualify for any reason I put them in Completed.

This way I can better understand what's happened to people in my Nurture and if I need to put them back into a Nurture I don't start them from scratch.

Robb Barrett
    A
    Anonymous
    August 11, 2014
    Got it. Thanks!

    Issues with transition rules but think it's suppport. Ill start a new discussion though.
    Valerie_Armstro
    Valerie_ArmstroAccepted solution
    New Participant
    August 11, 2014
    Christina,

    To pause a lead in the engagement program, change their engagement program cadence to paused.
    https://community.marketo.com/MarketoArticle?id=kA050000000LAVfCAO
      A
      Anonymous
      March 16, 2016

      The link is now this one: Pause Leads in an Engagement Program - Marketo Docs - Product Docs

        A
        Anonymous
        August 11, 2014
        How do you pause someone? I want them to stop getting any content in the engagement program but I certainly dont want to lose the stats. There's no option in flow step 'change program status'.
        K
        kpara3-2
        New Participant
        August 11, 2014
        Yes, the above solution would remove the lead. However, I believe that would also remove any stats.

        It depends on why you want to remove them, but I tend to just have them paused from that particular nurture (if they're jumping to a different one, etc).
        Valerie_Armstro
        Valerie_Armstro
        New Participant
        August 11, 2014
        Hi Christina,

        I believe if you change their program status to Not in Program, that should remove the lead from the engagement program.

        Source: https://community.marketo.com/MarketoDiscussionDetail?id=90650000000PehaAAC
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