Rich_Miller2

Josh,Are you recommending those statuses at the engagement program level? I think so, but want to make sure. I think that is right, but you also need some tracking at the individual email level. I do not like doing manual roll-ups of email programs to a engagement program snapshot. I would rather ju...

Hello Juli,How did you end up setting things up?I think it is better to have clear statuses at the engagement program level and use that to track the overall success of the program (so when someone clicks on the mail, you update the mail status to clicked, but also update the engagement program stat...

I mean program tags.Sorry for the confusion and thanks for the help.RM

Thanks for the help Scott.

Thanks for the tips. I will take a look at that other video.RM

That would work!Sounds like there is no filter for "was part of the program".I know that you can get this info from the activity log on any given lead record. In another company, we created a datawarehouse that could filter for specific program adds - meaning they were ever in the program. But that ...