How and a little bit of why we should Change Program Statuses in a Program

Version 4

    Screen Shot 2016-01-13 at 2.50.33 PM.png

     

    Setting up the right statuses is really important for reporting. It allows you to conduct better analysis and make the right decisions.

     

    It is important that you define the statuses for your program as well as what success means to you.

     

    In the example above we have an invitation for a boat event.

     

    The statuses are: invited, registered, no show and attended.

     

    For this particular case Success is based on attendance.

     

    Other businesses decide to chose registration as a success, specially those businesses who are in the lead generation game.

     

    If you have not defined the statuses of that particular program you can always do it at a later stage. You need to go to Admin / Tags / Channels.

     

    You also need to create the campaigns that will define the different program statuses.

     

    This as an example of the campaigns that I created for one of my customers.

     

    Screen Shot 2016-01-13 at 2.59.03 PM.png

     

    This is an example of one of the campaigns that defines a change in Program Status.

     

    Screen Shot 2016-01-13 at 2.59.32 PM.png

     

    We are defining REGISTERED as program status.

     

    When our form is filled (Smart List) the flow is change program status to registered.

     

    Screen Shot 2016-01-13 at 2.59.40 PM.png

     

    For event programs it is particularly important that you define Program Statuses.  This will also give you other options for setting up campaigns such as email reminders for people who were invited but they haven't registered yet.