I set up a program to track leads coming in as a result of a partner promoting our company. The partner is directing leads to a dedicated Marketo landing page that is only being used by said partner. I initially set up the program using the web form channel, but have since added "digital referral" as a new channel to our instance. I would like to change the web form program to a digital referral program, but because the existing web form program already has members I am unable to change the channel of the program.
Any advice would be greatly appreciated Thanks in advance!
Hope that helps!
Thanks for the feedback. You suggested cloning the assets rather than moving them to keep the reporting for the program; if I were to move the assets, what reporting would I lose?
You also mentioned removing existing members from the original program would result in a loss of reporting data. Our acquisition program field is NOT blocked from updates from "flow change data value", so I would be able to run a campaign with a flow step to change the acquisition program. Assuming I am able to figure out how to ensure the acquisition date is not updated when the acquisition program is updated, do you happen to know what other reporting data would be lost?
I don't know whether you will lose reporting by moving the assets rather than cloning them - you may, you may not. I more meant that I generally like to archive programs whole so that I can look back and see how it originally existed. I would test this, though, before committing to moving/not moving.
Re: removing people, because this is done by updating the person's program status to not member of program, you'll no longer be able to see any reporting about the success of that program. (see: Remove a Member from an Engagement Program - Marketo Docs - Product Documentation).
Most will strongly recommend having fields like acquisition program blocked to updates after first being filled (there's a few discussions on this, see Marketo Behavior When Changing an Acquisition Program & Blocking field Updates - Deep Dive). You may wish to consider putting this in place to ensure your acquisition fields remain accurate long term.
Hope that helps clarify.