Removing Someone From a Nurture Stream & Stream Transition Help | Community
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Danielle_Wong
Danielle_Wong
Community Manager
May 20, 2016
Solved

Removing Someone From a Nurture Stream & Stream Transition Help

  • May 20, 2016
  • 1 reply
  • 6600 views
  1. I have a nurture stream, but as soon as a lead closes a sale, i want them removed from the stream.  How would I go about doing this?
  2. I have two streams. This may be a bit of a logic puzzle.... but here it goes:
    1. There are 2 streams: A & B
    2. Once someone fills out a form, they get placed into A, but once they signify that they want to buy something, they need to get moved to B and removed from A. How do I do this?
    3. Once someone closes a sale, I want them to be removed from all streams. How can I do this?
    4. If someone were to fill out a form more than once, i don't want them to go through the nurture stream all over again. Is it ensured that each lead will go through a nurture stream only 1 time?

Thanks in advanced!

Best answer by Jeff_Canada2

Don't remove them from the program (you'll lose the metrics). Use the "Change Engagement Program Cadence" flow step and change the cadence to paused based on the opportunity stage changing. This will stop any further emails being sent but keep all your lovely reporting.

Use the transition rules in the engagement program to pull someone from stream A into stream B - Transition Leads Between Engagement Streams - Marketo Docs - Product Docs

1 reply

Jeff_Canada2
Jeff_Canada2Accepted solution
New Participant
May 20, 2016

Don't remove them from the program (you'll lose the metrics). Use the "Change Engagement Program Cadence" flow step and change the cadence to paused based on the opportunity stage changing. This will stop any further emails being sent but keep all your lovely reporting.

Use the transition rules in the engagement program to pull someone from stream A into stream B - Transition Leads Between Engagement Streams - Marketo Docs - Product Docs

Jeff Canada
    Danielle_Wong
    Danielle_WongAuthor
    Community Manager
    May 20, 2016

    Hi Jeff, thanks for the answer!  I will do as you suggested.

    To qualify for Stream A, a lead would need to download an ebook. What would happen if someone in Stream B downloaded an ebook? I don't want them to go to Stream A. Is there anything I need to put in to prevent this?

    Josh_Hill13
    Josh_Hill13
    New Participant
    May 20, 2016
    • If Fills Out Form, Add to Stream A
    • if they do X or Has Opp=T, then move to Stream B
    • If Opp=Won, move to Empty Stream and Pause Cadence
    • all of these are scheduled to Run Once per Lead. So there should be no issues.
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