Issue with Steam Transition Rules - Members of the program are not moving to new stream using Transition rules | Community
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Vinay_Kumar
Vinay_Kumar
Community Manager
December 4, 2023
Solved

Issue with Steam Transition Rules - Members of the program are not moving to new stream using Transition rules

  • December 4, 2023
  • 2 replies
  • 2128 views

I'm having trouble with an engagement program as leads aren't transitioning to designated streams based on specified rules. The intended movement relies on both job titles and the interaction of opening Email A from Stream A. Despite meeting the criteria, leads aren't progressing to their respective streams as expected.
Interestingly, I've set up a test trigger campaign with identical rules, and it successfully transitioned the leads. I'm eager to understand why the stream transition rules in the engagement program aren't pulling the leads as intended.

 

Thoughts?

 

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Best answer by Darshil_Shah1

Interesting! Thank you for the update, @vinay_kumar! I hope we could have gotten to the bottom of this by viewing snapshots and validating whether it's a platform-specific issue (bug or something, which is rare, particularly in engagement programs in my experience) or just something that's being overlooked or missed. Anyway, as a takeaway, this solidifies my (and I'm sure, most users' too) practice of using smart campaigns over the transition rules. 🙂

2 replies

Darshil_Shah1
Darshil_Shah1
Community Manager
December 4, 2023

This is definitely strange!

 

Are you able to share snapshots of your stream transition rule (the destination stream's transition rules, as the rules are pull-based), your trigger campaign's smart list, and the activity log of your test records so we can verify and see if there are any holes anywhere?

Vinay_Kumar
Vinay_KumarAuthor
Community Manager
December 12, 2023

The transition rules were configured to pull leads to the stream, but they weren't functioning as intended. Interestingly, both the campaign smart list and the transition rules smart list mirrored each other in their setup.

Unfortunately, I'm unable to share screenshots as we decided to proceed solely with the smart campaign, which led to the removal of the transition rules.

Darshil_Shah1
Darshil_Shah1Accepted solution
Community Manager
December 14, 2023

Interesting! Thank you for the update, @vinay_kumar! I hope we could have gotten to the bottom of this by viewing snapshots and validating whether it's a platform-specific issue (bug or something, which is rare, particularly in engagement programs in my experience) or just something that's being overlooked or missed. Anyway, as a takeaway, this solidifies my (and I'm sure, most users' too) practice of using smart campaigns over the transition rules. 🙂

Michael_Florin-2
Michael_Florin-2
New Participant
December 4, 2023

Hard to say without seeing your Transition Rule. I believe most people here tend to not use Transition Rules at all, but instead use trigger or recurring batch campaigns to organize stream transitions.

 

But anyway: If you're certain that the Job Title filter is correct and Email Open is part of a person's activity, and that person doesn't move - you might want to open a Support ticket.

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