Here is a summary of recommended statuses and steps for the most common channels.
I recommend numbering your statuses and adding “Success” to the success status. It will make it clearer and easier for everyone to understand which status is success.
Channel | Program Type | Statuses | Step |
Email Send | Email | 1 Member 2 Engaged - Success | 10 20 |
List Import | Default | 1 Member 2 Do Not Use (Hide step) | 10 20 |
Online Advertising | Default | 1 Member 2 Engaged - Success | 10 20 |
Operational | Default | 1 Member 2 Do Not Use (Hide step) | 10 20 |
Nurture | Engagement | 1 Member 2 Engaged - Success | 10 20 |
Seminar | Event | 1 Member 2 Registered 3 No Show 4 Attended - Success | 10 20 30 30 |
Tradeshow | Event | 1 Member 2 Visited Booth 3 Engaged - Success | 10 20 20 |
Web | Default | 1 Member 2 Engaged - Success | 10 20 |
Webinar | Event | 1 Member 2 Registered 3 No Show 4 Attended – Success 5 Attended On-Demand - Success | 10 20 30 30 40 |
The step in a channel is to prevent you from accidentally allowing a record to go backwards in status. If you make a mistake and need to set a record to a previous step this can be a problem. If you never make any mistakes then let the steps be progressive. If you are prone to making mistakes then consider making many of the steps the same like my example above. Remember if you remove a record from a program to fix the membership status you will reset the membership date.
As mentioned in an earlier post, Marketo will automatically set a record to the first program status when a record fills out a Marketo form on a Marketo landing page or when a record is imported directly into a program. If you have multiple program statuses you have to remember to set success for that program. If you are concerned that your team will forget to set program status I recommend only having only one program status for your channel.
Example:
Channel | Program Type | Statuses | Step |
Online Advertising or Web | Default | 1 Engaged – Success | 10 |
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