9 Replies Latest reply on Jul 15, 2015 8:12 PM by Jeff Coveney

    How do you adjust Program Membership date in Marketo? Marketo limitation?

    Jeff Coveney
      Overview
      We have a bunch of legacy SF Campaigns that we want to sync to Marketo Programs so we can do historical membership and opportunity analysis in RCA.
       
      Challenge
      The SF Campaign sync to the Program worked great to pull in all legacy SF Campaign members. However, the Program membership date is set at the time of the sync so all membership shows up in November 2013--This is expected behavior.
       
      We want the membership dates to more closely parallel the First Responded date for the SF Campaign. We have a lot of Campaigns to do this to so rolling up membership to the first date of a quarter is fine for now.
       
      Actions Performed
      I created a series of Smart campaigns to change the Program Success date based on the First Responded date. For example, if the SF First Responded date fell between Oct and Dec of 2013, set the Success date to October 1, 2013. In theory, this will allow us to do quarterly reporting in RCA.
       
      What Doesn’t Work
      The next day after making the changes to the Program I went into RCA to check out the results.
       
      All the Oppty influence reports are working as I had hoped as they are based on the Success date.
       
      The big issue is the Program Membership reports are NOT working. They still show all members in November. It’s like the membership date didn’t change when we changed the Success date.
       
      Questions
       
      ·         Is there a flow step for changing Program membership date that is separate than Success date?
      ·         Is there a bug in Marketo? It seems that if you change the Success date to a date that is before the Program membership date, the Program membership date should change to the Success date.
      ·         Other solutions?
      *         Am I doing something incorrectly?