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Kristina_Schrof
Kristina_Schrof
New Participant
February 8, 2017
Solved

Transition Rules - Nurture Program

  • February 8, 2017
  • 1 reply
  • 4342 views

Hello,

Here's my dilemma and want some perspective please.

I have 5 streams currently that are the introduction to my nurture program they are segmented based on job title. As the next phase I want to go into industry, however curious what is the better approach:

  • After the initial 5 streams should I create a transition rule that triggers based on the last email being delivered then move to the second phase stream that is based on industry of the email subscriber.
  • Or should I create this a different way for example create a whole new stream in addition to the initial 5 streams and factor in industry already and add more emails to the content flow

Not sure if I am thinking through all the options and would love some advice on what's the better long-term solution. Eventually in phase three I plan to segment by behavior too.

Thanks!

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Best answer by Devraj_Grewal

Kristina,

Each engagement program has a maximum of 15 streams, so keep this in mind. As for the transition between streams, I actually prefer an outside smart campaign with the flow step of "change engagement program stream" as this allows you to run a batch whereas transition rules require a trigger.

This then allows you to make choice conditions for the "change engagement program stream:

     Choice 1: If industry is computer hardware

          change stream: computer hardware stream

     Choice 2: if industry is software

          change stream: software stream

1 reply

Devraj_Grewal
Devraj_GrewalAccepted solution
New Participant
February 8, 2017

Kristina,

Each engagement program has a maximum of 15 streams, so keep this in mind. As for the transition between streams, I actually prefer an outside smart campaign with the flow step of "change engagement program stream" as this allows you to run a batch whereas transition rules require a trigger.

This then allows you to make choice conditions for the "change engagement program stream:

     Choice 1: If industry is computer hardware

          change stream: computer hardware stream

     Choice 2: if industry is software

          change stream: software stream

    D
    Dvassily-ARCOS
    New Participant
    November 17, 2022

    Hi Devraj,

    When setting these up should it be EITHER Smart Campaigns OR Transition rules, but not both?

    Thanks,

    Daniel

    Darshil_Shah1
    Darshil_Shah1
    Community Manager
    November 17, 2022

    Yes, you should manage the stream transitions through either smart campaigns or transition rules set at the stream level. In general, people prefer using smart campaigns over the transition rules, as they provide more control, and are more flexible as you can do other actions in the smart campaign's flow along with changing the engagement program stream if required, unlike the transition rules. Also, transition rules are trigger based and are always pull-based (i.e., you'd define the rules in the stream that you want to pull people into).

     

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