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Ensuring Leads are only in One Engagement Program

Question asked by 5be44752d7816067ba9512db28ddd91ac3a5866a on Aug 16, 2016
Latest reply on Aug 18, 2016 by 5be44752d7816067ba9512db28ddd91ac3a5866a

We are creating what we are calling situational nurtures. Every lead can be a part of one situation and if their situation changes I want their engagement program to change. We also have special engagement programs that are targeted to set a meeting and if they qualify for the special program then I only want them in that engagement program. I'm considering using segmentation to manage one lead in one nurture, but am not sure how to execute.

 

For example, I am going to have (in order of importance):

  • Special Campaign 1
  • Special Campaign 2
  • Situation 1
  • Situation 2
  • Situation 3
  • Opt-in/Opt-out nurture (if the lead is not taking action in the above nurture then they would be sent here)
  • Default (if situation is unknown)

 

Is segmentation the best way to ensure one lead is only in one nurture? Or is there another approach that would be better?

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