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Re: Sort Program Members by Success by date

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Michelle_Tizian
Level 10

Sort Program Members by Success by date

I'm trying to track down the members of a particular program by success and date (date of success) or at least sort it by date, what's the best way to do this?  
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Michelle_Tizian
Level 10

Re: Sort Program Members by Success by date

So I tried something else.  I created a smart list that has the following:

Member of program = true
Program is = program name
Success = true
When I view the leads I changed the default view and added acquisition date.  I couldn't really find success date.  But this works for me for now.  

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7 REPLIES 7
Josh_Hill13
Level 10 - Champion Alumni

Re: Sort Program Members by Success by date

Will it let you add Success Date to the View and then sort?
Anonymous
Not applicable

Re: Sort Program Members by Success by date

I'm not seeing a value for success date that can be added to the view.  Michelle were you able to add this to your view?
Michelle_Tizian
Level 10

Re: Sort Program Members by Success by date

I tried a couple of times and I'm not seeing that option from creating a smart list.  I'll try to see if I can pull something from the analytics section.  
Michelle_Tizian
Level 10

Re: Sort Program Members by Success by date

So I tried something else.  I created a smart list that has the following:

Member of program = true
Program is = program name
Success = true
When I view the leads I changed the default view and added acquisition date.  I couldn't really find success date.  But this works for me for now.  

Dan_Stevens_
Level 10 - Champion Alumni

Re: Sort Program Members by Success by date

Michelle - I was just trying to do the same thing you were trying to do.  I found a field you can add to the "Members" view called "Member Date".  This then allows you to sort your view by the date they became members of the program.
Michelle_Tizian
Level 10

Re: Sort Program Members by Success by date

Thanks for the tip Dan.  I'll give that a try.  
Josh_Hill13
Level 10 - Champion Alumni

Re: Sort Program Members by Success by date

Perhaps setting another trigger outside that says

If Progression becomes a Status that = Success, then stamp a Success Date on the lead.