Moving Backward/Forward in Program Status

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Level 4

Moving Backward/Forward in Program Status

I saw this question on Kristen Carmean's blog post:

"True or false: You have three program statuses in your channel, in order: Member (Step 10), Filled Out Form (Step 20 - Success) and Engaged (Step 20 - Success). In this setup, a lead can move from Filled Out Form to Engaged but not vice versa."

The answer is marked as false.  Now, I always thought a lead could only move forwards in program status, so why does this example deem it acceptable for the lead to move backwards?

Thanks!  (And thanks to Kristen for putting together these fabulous resources!)

6 REPLIES 6
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Level 10 - Community Moderator

Re: Moving Backward/Forward in Program Status

20 to 20 isn't backwards.

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Level 4

Re: Moving Backward/Forward in Program Status

Ok, so how is it that both program statuses have the same step number?

On Mon, Sep 10, 2018, 9:51 PM Sanford Whiteman <marketingnation@marketo.com>

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Level 10 - Community Moderator

Re: Moving Backward/Forward in Program Status

By settin' 'em up that way. Try it!

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Level 10 - Champion Alumni

Re: Moving Backward/Forward in Program Status

There are many use cases for using the same step # for a program status.  Here's one - our roadshow channel, where not every program status is a progression step.  For example, if someone declines an event via RSVP and then decides they want to attend, we need to be able to accomodate that in our channel setup:

pastedImage_0.png

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Re: Moving Backward/Forward in Program Status

You can see in Dan's picture there are several statuses with step number 30. You can go "back" from one to another

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Level 4

Re: Moving Backward/Forward in Program Status

Duly noted. Thanks, all!

On Tue, Sep 11, 2018 at 2:03 PM, Kevin McMahon <marketingnation@marketo.com>