How to Determine the Success Date for Records in a Program

[Brian_Law_MKTO]

If you have RCE you can use the Program Membership Analysis Report to determine when records reach success in a specific program. You can pull the information by Date, Week, Month, Quarter and Year.

Start by filtering if necessary on a specific program or group of programs using the program name or channel.

Next add the following filters and metrics to the report to see all the Success Dates.

Here is a sample of what the report will look like by each Success Date.

Alternatively, use Success Week or Month instead of Success Date.

Here is a sample of what the report will look like by each Success Month.

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

As you can see the smart list shows a count of 2 which matches the RCE report.