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Best practice on exiting "Success" leads from an engagement program?

Question asked by 968377b78bcf337a050fac2a0bc43d2b4cd3391a on Sep 26, 2016
Latest reply on Oct 3, 2016 by b7a508c126222c84153a8d52cca1494cd2b551b7

What is the best practice to exit successful leads from an engagement program (EP)? I haven't been able to find an answer to this question anywhere - not in the docs or the forums.


For example, let's say my success criterion is an opportunity created. I have a smart list within the EP that watches out for that and then changes the lead's program status to "Success"/"Engaged"/etc. How do I then "exit" this lead from the EP altogether, in other words, let Marketo know it's all good on this lead, no need to go further? I know removing the lead is bad because stats will be lost. So should I:

  1. Pause lead in program
  2. Put lead into an empty stream within the same EP
  3. 1 AND 2
  4. Neither 1 nor 2, but another best practice solution?


Thank you!