Hey,
I would like to know is any way to add member from manually uploaded lists to the member of program through smart campaign only, so that I do not need to manual upload again? It seems from changing data value, only can change as "acquisition" to a new program, but in fact, it is not really acquired and we do not want that happen.
Thx
Solved! Go to Solution.
There are three ways to add people to a program
if the lead is new to the system, the lead will be marked as Acquired By that program (or net new). You can set the Acquisition Program with a Change Data Value step, but this should only be done if Acquisition Program/Program Name IS EMPTY.
As for importing, I highly recommend importing into a Static List for each upload. And that you split the intended Member Statuses into separate files and therefore separate static lists:
this helps avoid situations where an error was made and you have no idea which leads went where and then you end up with a lot of manual work.
If I understand correctly, you have list A, which you uploaded as part of program A and you also want people to be part of program B. If that is the case, then, all you need to do is to make a smart campaign that will change program status on program B.
The smart campaign would be like this:
SMART LIST:
Member of List = program A.list A
FLOW:
Change program status = program B > member
There are three ways to add people to a program
if the lead is new to the system, the lead will be marked as Acquired By that program (or net new). You can set the Acquisition Program with a Change Data Value step, but this should only be done if Acquisition Program/Program Name IS EMPTY.
As for importing, I highly recommend importing into a Static List for each upload. And that you split the intended Member Statuses into separate files and therefore separate static lists:
this helps avoid situations where an error was made and you have no idea which leads went where and then you end up with a lot of manual work.