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Yash-3
New Participant
May 23, 2022
Solved

Remove contacts from nurture

  • May 23, 2022
  • 1 reply
  • 1755 views

Hello Community,

 

I have been asked to remove the prospects from our nurture tracks based off of changes to a field value. Please consider the following scenario:

Field X = Value A (The contacts will be pushed to nurture 1)

Field X = Value B (The contacts will be pushed to nurture 2)

Field X = Value C (The contacts will be pushed to nurture 3)

 

Let's assume the prospect who is currently in 'nurture 1' fills out another form and their value changes to something which makes them qualify for 'nurture 2'. While this the case we need to remove them from 'nurture 1'. How do we do this?

 

Thanks in advance.

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Best answer by Darshil_Shah1

You can change the engagement program cadence of the person to the "Paused" state upon ineligibility. On changing the person's engagement program cadence to the Paused state they'll not receive any engagement program content, until their nurture program cadence is changed back to the "Normal" state in which case they'll continue to receive the nurture content from where they left off.

I would abstain from completely removing the person from the nurture program (i.e., by changing the program status to "Not in Program") as that'll impact the reporting data.

 

1 reply

Darshil_Shah1
Darshil_Shah1Accepted solution
Community Manager
May 23, 2022

You can change the engagement program cadence of the person to the "Paused" state upon ineligibility. On changing the person's engagement program cadence to the Paused state they'll not receive any engagement program content, until their nurture program cadence is changed back to the "Normal" state in which case they'll continue to receive the nurture content from where they left off.

I would abstain from completely removing the person from the nurture program (i.e., by changing the program status to "Not in Program") as that'll impact the reporting data.

 

Y
Yash-3Author
New Participant
May 23, 2022

Thanks, @darshil_shah1 

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