Brian Law

Program Membership Date Best Practices

Blog Post created by Brian Law Employee on Feb 8, 2016

The program membership date is set when a record is added to a program by changing the program status. You can see the program membership date when you click on the members tab in a program. A friendly reminder that the column needs to be on your view.

Membership date.JPG

 

Program membership can be used in the RCE Program Membership Analysis report

RCE Reports

Membership Date Filter Available in Report

Email Analysis

No

Lead Analysis

No

Model Performance Analysis (Companies)

No

Model Performance Analysis (Leads)

No

Opportunity Analysis

No

Program Cost Analysis

No

Program Membership Analysis

Yes by using Program Membership Timeframe

Program Opportunity Analysis

No

Program Revenue Stage Analysis

No

 

I recommend not changing the program status to ‘Not in Program’ to remove members from a program if you need to move the program to another workspace. When you use this status it will clear the membership date. There is no method to reset the membership date back to the original membership date. If the program was the one which acquired the record, removing a record from a program will also clear the acquisition program and acquisition date which will mess up attribution reporting. The best option when moving a program to another workspace is to use a temporary lead partition to remove and then re-add them members.

 

Details about how records become a member of a program:

  • When a record fills out a Marketo form on a Marketo landing page in a program the record will automatically be moved to the first status in the program
  • When you import members into a program from a CSV file, the program members tab (not a static list), records will automatically be moved to the first status in the program
  • When you use the change program status flow action
  • When a record is created using the Marketo iPad check-in application

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