Can I create a report subscription of Members at the Program level? I have to include 'member status' and this is the only way I know how to include that field in a report.
Hi Cherie Dillon ,
You can create a smart list within the program (As shown in the below snapshot) and subscribe to the smart list
You can further narrow it down by adding constraints - as shown below.
Hope that helps
Best Always,
Karan Hari
Thank you. My challenge is that a Smart List will not bring in the member status. I can only seem to export a report including this field at the Program level > Member tab. I was hoping I could create a subscription at this level.
Hi Cherie,
You can achieve it either way suggested by Michael and Karan.
If you follow recommendation of Karan: You can create different smart lists on the basis of status. As an example:
You can have a separate smart list for member status "Registered"
One for member status "Attended" and so on,
This can be a longer process but you can achieve what you are looking for.
Now, if you follow the recommendation of Michael, you can create a simple report in RCT where you get all the program member status in a single report and you can subscribe to the report.
Subscribe to a Revenue Explorer Report - Marketo Docs - Product Documentation
Thanks
If you have access to Revenue Explorer, you can do this with a Program Membership Analysis report -- which you can then create a subscription for in Analytics -- but I'm not sure if there's a way to do this in "vanilla" Marketo.