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How to filter out internal members from the Engagement Dashboard

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Anonymous
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How to filter out internal members from the Engagement Dashboard

We would like to include internal members (Sales/Mktg) in our engagement program launch but exclude them from the Engagement Dashboard. Can anyone help?


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Anonymous
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Re: How to filter out internal members from the Engagement Dashboard

You could simply clone the program and run it in parallel.

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Level 10 - Champion Alumni

Re: How to filter out internal members from the Engagement Dashboard

If they are members of the Engagement, they will be on the Dashboard. There's no way to filter that out.

You can create smart lists that match Statuses and exclude internal people.
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Anonymous
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Re: How to filter out internal members from the Engagement Dashboard

You could simply clone the program and run it in parallel.

View solution in original post

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Anonymous
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Re: How to filter out internal members from the Engagement Dashboard

Creating a smart list excluding internatal people is what we do.
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Anonymous
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Re: How to filter out internal members from the Engagement Dashboard

Michael B - Thank you, we are going to test this out and see if it will work for us.  I really appreciate your responce. 

Michael V - Thankyou for your reply but the internal members would still show in the dashboard. We want to exclude the internal members from the dashboard results. 
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Anonymous
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Re: How to filter out internal members from the Engagement Dashboard

Another option is to have a specific stream in the program for internal people.  That can easily be cloned and then a smart list can ensure that internal employees go through that stream only.  They will still be in the agreggate view on the dashboard, but you can view individual streams as well on the dashboard.
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Anonymous
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Re: How to filter out internal members from the Engagement Dashboard

Great advise. Thank you Cheryl.  

Can multiple streams be viewed in one dashboard? If not - is this something that could be implemented in the future? 
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Anonymous
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Re: How to filter out internal members from the Engagement Dashboard

You can view an aggregate of all streams, or you can select a dashboard view of them individually.  What you cannot do is say, show me an aggregage of only Stream 1 and 2, but not Stream 3.
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Anonymous
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Re: How to filter out internal members from the Engagement Dashboard

Thanks again Cheryl.
I was hoping we could exclude one stream which would be the stream that holds our intenals. What are the chances of implementing a stream exclusion feature? Too complex? 
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Anonymous
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Re: How to filter out internal members from the Engagement Dashboard

I would put them in a different program then.  The chances of implementing this is very low to be honest.