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Can success be revoked?

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Angus_McCann1
Level 3

Can success be revoked?

We have a channel that has the following steps:

 

  1. 10 - Member
  2. 20 - Filled Out Form (Success)
  3. 30 - Influenced (Success)
  4. 40 - Lead Not Accepted

I've noticed that people that are the "Lead Not Accepted" status are still marked as a Success in these programs? Is this by design or is this something I should put into support. I know people can't move backwards in status in programs, but wasn't sure if success could be revoked in a later step.

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SanfordWhiteman
Level 10 - Community Moderator

Re: Can success be revoked?

This is expected behavior. If somebody has passed through a Success status, then they are marked as Success, even their current (and higher-ranked) status doesn't explicitly have Success.

 

You can revoke their success without removing them from the Program, by using the flow step Change Program Success.

 

 

 

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Carrie_Chandle1
Champion Moderator

Re: Can success be revoked?

Edited reply 🙂

 

Hey there! Assuming that a lead passes through the second or third steps (both of which are successes) before hitting the "lead not accepted" step, then yes, they will still be a success when they get to the fourth step.

 

Something to look into is removing lead validity from the program status list. It looks like this is a form-based program, so by someone filling out the form they are technically a success based on the program goal, but they as a person end up not being valid - and the validity/non-validity of leads should hopefully be part of your lead process that is managed at a more global level instead of the program level.

SanfordWhiteman
Level 10 - Community Moderator

Re: Can success be revoked?

@Carrie_Chandle1 they don't actually need to be removed — see my resp.

 

You don't want to overuse Change Program Success, but here it makes sense.

SanfordWhiteman
Level 10 - Community Moderator

Re: Can success be revoked?

This is expected behavior. If somebody has passed through a Success status, then they are marked as Success, even their current (and higher-ranked) status doesn't explicitly have Success.

 

You can revoke their success without removing them from the Program, by using the flow step Change Program Success.

 

 

 

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Angus_McCann1
Level 3

Re: Can success be revoked?

Thanks, Sanford. That is definitely less than ideal to not have success be revoked with the program status change, but at least it can be!

SanfordWhiteman
Level 10 - Community Moderator

Re: Can success be revoked?

The thing is, though, a higher status represents a more "final" status in time, but doesn't necessarily  mean everything about the current status needs to be undone.

 

So if someone has achieved success and then later is moved to a non-success, that's not necessarily the same as un-success (in the sense of "undo success." Depends on the business situation!

 

This has a lot in common with the question of "not subscribed" vs. "unsubscribed" and how really, more robust datatypes need to be used to capture all the variations.