Channel Status Revamp

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Anonymous
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Channel Status Revamp

I'm looking for a best practice on how to completely redo our program channel statuses, as they have become out of control due to a lack of goverance.

Here is my working plan:

  1. Reuse current statuses when possible to match desired state (i.e. change first step from Invited to Member).
  2. Create new statuses where it makes sense to do so.
  3. Hide statuses that will no longer be used.

Question for the group: Does hiding a channel status also hide it from the native SFDC sync? If I make the visible channel statuses map 1:1 with the SFDC statuses, will I be good to go? I know that I have to remove all members from a status in order to delete it, so I'm reeeeally hoping I don't have to do that a few hundred times during my cleanup.

Thanks!

2 REPLIES 2
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Level 10 - Champion Alumni

Re: Channel Status Revamp

When you Hide a Channel or Status, it becomes no longer available in the active smart lists, etc. But it will still show up in a member report.

If your Program is 1-1 synced with a SFDC Campaign, then it probably will break if you still attempt to use that Status in an older flow. It might not, but I forget..

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Anonymous
Not applicable

Re: Channel Status Revamp

Thanks Josh.

My fear is that if I hide the status in MKTO, then set up the 1:1 sync,

that the status will automatically get created in SFDC. IU'm just gonna

mark this as the right answer and test it out.

-Brendon

On Fri, Aug 10, 2018 at 12:50 PM, Josh Hill <marketingnation@marketo.com>