Hi All,
We have a scenario where accidentally few records were mistakenly tagged to a person status eg - Attended which Qualifies them as MQL ,based on our current lead scoring framework.
How do we rectify them back to a different status as the requestors have confirmed that incorrect files were provided by mistake.
NOTE : Few of these incorrect records have been SAL'd as well
Any tips/ recommendations around this on how we can correct them?
Thanks,
Sam
Solved! Go to Solution.
OK. The thing to be careful about if you’re removing them from the program is Program Member Data. This can include webinar join URLs, tracking params, sub-statuses, and all manner of other member data.
So a complete, nobody-screams-at-you process means exporting Program Member Data (from UI or REST API) and then importing (via REST API).
Note you will always lose the Member Date even in this more thorough approach, and that can’t be avoided.
To be is Attended a Program Status (i.e. the Program Member system field), or is it a value in the Person Status field?
These are very different.
You can’t move someone backward in Program Status. They’d have to be removed from the Program and moved back in (as well as preserving their Program Member Data, if any). This would not affect your ability to flip a flat person field to another value, but the overall state of your database would be inconsistent.
Please provide fuller detail.
Hi,
Its a person status field to confirm you ..
As you rightly said - we can't move them back in mkto , Yep I got my answer, was planning to remove them and push them back fresh ... Thanks for your prompt response.
Regards,
Sam
OK. The thing to be careful about if you’re removing them from the program is Program Member Data. This can include webinar join URLs, tracking params, sub-statuses, and all manner of other member data.
So a complete, nobody-screams-at-you process means exporting Program Member Data (from UI or REST API) and then importing (via REST API).
Note you will always lose the Member Date even in this more thorough approach, and that can’t be avoided.
Thank You @SanfordWhiteman .. The leads I'm trying to correct are fresh leads , in the system which we imported .
Appreciate your suggestions.