Brian Law

How to Determine Membership and Success for New and Existing Records in a Program

Blog Post created by Brian Law Employee on Aug 22, 2017

If you have RCE you can use the Program Membership Analysis Report to determine when new and existing records become a member and reach success in a specific program.


Start by filtering if necessary on a specific program or group of programs using the program name or channel.

Next add the following filters and metrics to the report.

Here is a sample of what the report will look like by Membership Month. In this example, employees and partners who filled out the form become members but were kept from becoming a success in the program.

Alternatively, use Membership Date, Week, Quarter and Year instead of Membership Month.

If you don’t have RCE you can pull similar membership information using a smart list..