2 Replies Latest reply on Dec 16, 2016 2:51 PM by Rachel Noble

Program Membership

98899fb184fc7c32feea073fecebacd875ac0930 Dec 16, 2016 12:24 PM

Hello,

What is the best way to add a lead to program membership? I want leads to be identified as having membership with a program they haven't necessarily been through.

Thanks!

Re: Program Membership

Malik Zafar Dec 16, 2016 1:18 PM (in response to 98899fb184fc7c32feea073fecebacd875ac0930)

Do you mean adding leads individually? If so, you can look up the lead in "Lead Database", select the Lead and then at the top where it says "Lead Actions", go to "Programs" and then select "Change Program Status" and assign the lead a member status and they'll be added to the program.
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Re: Program Membership

Rachel Noble Dec 16, 2016 2:51 PM (in response to 98899fb184fc7c32feea073fecebacd875ac0930)

You can use a smart campaign to do it in bulk. Identify the leads in the smart list, then use a "Change Program Status" flow step where you name the program and change their status to "Member"
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