How do I transition leads between engagement streams based on lead status change? | Community
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A
Anonymous
October 6, 2016
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How do I transition leads between engagement streams based on lead status change?

  • October 6, 2016
  • 1 reply
  • 1573 views

We are running a top of funnel awareness drip for a segment of our database and we're ready to add a new stream that provides our leads with a deeper dive (more product focused, rather than thought leadership content)... but I'm not confident I know how to do it properly.

I want to transition them based on them changing lead status to MQL. What trigger should I use to accomplish the transition?

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Best answer by Josh_Hill13

Depends on how MQL is setup in your system. I would generally run these as batch campaigns, not the transition.

  • DVC: Lead Status=MQL
  • Member of Engagement Stream X
    • Move to Stream Y

You may need to verify the field or if you should use Revenue Stage.

1 reply

Josh_Hill13
Josh_Hill13Accepted solution
New Participant
October 6, 2016

Depends on how MQL is setup in your system. I would generally run these as batch campaigns, not the transition.

  • DVC: Lead Status=MQL
  • Member of Engagement Stream X
    • Move to Stream Y

You may need to verify the field or if you should use Revenue Stage.

A
Anonymous
October 6, 2016

Excuse my ignorance - DVC?

Grégoire_Miche2
Grégoire_Miche2
New Participant
October 6, 2016

"Data Value Changed" when it's a filter in a batch campaign (the case here)

"Data Value Changes" when it's a trigger

-Greg

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