If I have a smart campaign that sets the Program Status to a 'success' in the flow, and the schedule allows leads to run through every time, will the Program Success Date overwrite each time the same lead runs through it?
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That's not quite right, Oz.
You can repeatedly set the Program Success Date with someone still in the program; they don't have to be removed.
You have to change their Program Success (boolean) to false, which will automatically set their Program Success Date, somewhat confusingly, to today. Then you can change the Program Success Date to another date (which will also automatically set the boolean to true again).
This can be done in a single Smart Campaign with the steps in that order.
Hello @John_Charleswor
I believe the program success date can only be set once unless you manually NULL it out first.
Makes sense, thanks for the reply
That's not quite right, Oz.
You can repeatedly set the Program Success Date with someone still in the program; they don't have to be removed.
You have to change their Program Success (boolean) to false, which will automatically set their Program Success Date, somewhat confusingly, to today. Then you can change the Program Success Date to another date (which will also automatically set the boolean to true again).
This can be done in a single Smart Campaign with the steps in that order.
Thanks. I removed the part about needing to remove program membership. I thought that needed to be in place before NULL-ing out values.