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A
Anonymous
June 13, 2014
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Move back lead in stream?

  • June 13, 2014
  • 1 reply
  • 2952 views

Hi,
 

I have a Engagement Campaign with: Stream 1, Stream 2, Stream 3

After lead moved to Stream3, could it move back to Stream 2?
 

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    Best answer by AlokRa4
    As a transition rule must have a activated trigger, and the default flow is to change the engagement program stream, I think a lead will be in one stream at a time. If you want to see that the lead in stream 3 could move back to stream 2, just add a trigger in Stream 3 and check the flow - if you can see the "Change engagement program stream" to "Stream 2", you'll be able to do this. Or you can do it mannualy, with the link you shared recently


    Let me know if it worked!

    1 reply

    A
    AlokRa4Accepted solution
    New Participant
    June 13, 2014
    As a transition rule must have a activated trigger, and the default flow is to change the engagement program stream, I think a lead will be in one stream at a time. If you want to see that the lead in stream 3 could move back to stream 2, just add a trigger in Stream 3 and check the flow - if you can see the "Change engagement program stream" to "Stream 2", you'll be able to do this. Or you can do it mannualy, with the link you shared recently


    Let me know if it worked!
    Chris_Saporito
    Chris_Saporito
    New Participant
    December 30, 2015

    Hi Nam, did this work for you? I am looking to do something similar in an engagement campaign. I would like leads to be able to move freely from stream 2 back to stream 1.

    J
    JohnCl9
    Employee
    December 30, 2015

    Hi Chris,

    You can move leads back and forth between streams with a smart campaign, or you can move them to any stream, from any stream, by using the transition rules.  The thing to remember is that transition rules always pull leads into a stream, so you'll need to base them on actions after which you would want your lead moved to a specific stream.

    John

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