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

Marketo Employee
Marketo Employee

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.

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Next add the following filters and metrics to the report.

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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.

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

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

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