How a lead becomes a member of a program?

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Anonymous
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How a lead becomes a member of a program?

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A lead could become a member of a program with one of the following 7 options:

1. Filling out a form on a landing page in a program

2. When the lead is member of an imported list, this lead becomes a member of the program where the list was uploaded

3. When the lead registers or attends a webinar synced with an event program

4. When a lead is created using the Marketo iPad check-in app

5. When the Program Status Flow action was used

6. When the lead was added to the SFDC campaign that is synched with the program

7. When a list was imported to a group list in the database under Advanced Acquisition Program is selected

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This is information is really valuable for the Certification Exam Preparation.

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Level 10 - Champion Alumni

Re: How a lead becomes a member of a program?

When the lead is member of an imported list, this lead becomes a member of the program where the list was uploaded

Hi Karina - this will only be the case IF you select that program name as the "Acquisition Program" in step 3 of the import process (and if they already have AP defined - within another program - you should not change this value).  Simply adding someone to a static list within a program will not make them members of that program.

Check out the bottom portion of this thread where we have a productive discussion around this exact topic:

Sample Questions for MCE Exam: Program Fundamentals