Step 3: Add Content to Your Stream

Now it’s time to create a stream of content for your engagement program using the emails you created.

  1. Select your engagement program and click the Streams tab.

  2. Click the Add Content button in the stream.

    TIP
    You can also use the + icon.
  3. Leave the “Email” type selected. Find and select the two emails you created.

Step 4: Activate Stream Content

  1. Activate all content at once by clicking on the stream gear icon, then click Activate all content.

    NOTE
    You can’t activate content without approving it first.

    Great work! One more step and the engagement program is ready.

Step 5: Set the Stream Cadence

  1. Click Set Stream Cadence.

  2. Edit the settings to match the schedule you want and click Save.

    Your engagement program is all set. Now let’s add a test person to your program.

    NOTE
    The test person is the person who checks your engagement program to test that it’s correct before sending to customers.

Step 6: Add a Test Person to Your Engagement Program

  1. Go to the Database area.

  2. Search for your test person.

    NOTE
    Make sure the test person has a valid email address so you can confirm the receipt of emails when testing.
  3. Right-click on the person, then click Programs and Add to Engagement Program….

  4. Select your Program and Stream, then click Run Now.

  5. Mission Complete!

  6. You should receive email at the time and cadence you specified.

    NOTE
    Learn more about Engagement Programs.
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