3 Replies Latest reply on Oct 20, 2016 7:31 AM by Jessica Kao

    What is the relationship between Program Membership and child Campaign Membership?

      We have a number of Smart Campaigns that are a child of a Program (a.k.a. nested in the Program folder). Some of the Programs have multiple Smart Campaigns and others only have on Smart Campaign.

       

      When I look at the number of members in the Program it does not always equal the number of members in the Smart Campaign, nor is always the sum of members in Smart Campaigns. Oftentimes, the Program has 0 members while its child Campaigns have Members.

       

      1. What is the relationship between Program Membership and child Campaign Membership?

       

      • Should any Member of a Smart Campaign be counted as a Member of the Program? Is this specifically controlled by the member being set with a certain status in that Program?

       

      • If there are multiple Smart Campaigns in a Program, but the Smart Campaigns individually have the same Lead as a Member, should the Program show the Membership count as just one unique Lead, or would it count each Lead twice and show the total count of non-deduped Leads?

       

       

      2. If the Member is added to a Program through a Smart Campaign, does the Campaign Member need to specifically have a Program Status set for it to be considered a member of the Program (and if so why doesn't it default to some program status similar to how it would if it was captured through a form or list import)?

       

       

        3. Does moving a Smart Campaign from one Program to another affect Program and Smart Campaign membership counts? What will happen to the historical counts? To be specific, what happens to the count of members already on the Campaign: is the count reset to zero, or does it remain at what it was and then any additional members while it is under the new program accumulate on top of the pre-existing count?

       

      • What happens to the number of Members in the Program that the campaign was moved out of?

       

      • What happens to the number of Members in the Program that the campaign was moved in to?

       

       

        4. Are there any other changes similar to these that could be affecting the counts of Program Membership and Campaign Membership?

        • Re: What is the relationship between Program Membership and child Campaign Membership?
          Nicholas Manojlovic

          Effectively there isn't a relationship and you shouldn't expect to see a correlation between the two.

           

          A smart campaign can qualify absolutely anyone in the lead database, or it can restrict it's qualifications to people who are members of the program. Likewise, running through a smart campaign does not automatically set membership of the program to true - this is only done in the flow with a "change status" flow step.

           

          Alternatively, another smart campaign can restrict qualification to anyone who is a member of a different smart campaign, and so on.

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          • Re: What is the relationship between Program Membership and child Campaign Membership?
            Josh Hill

            Yes.

             

            In addition, this is well documented on docs.marketo.com on how to manage Program Members.

            • Re: What is the relationship between Program Membership and child Campaign Membership?
              Jessica Kao

              Hi Rob,

               

              Agreed with all of the above.  Program membership is used for reporting, understanding around a given tactic how far did people progress (via progression statuses).  In a webinar, did they register, attend, no show etc.  Smart campaign perform actions and do stuff which are separate from Programs and membership.  This is more operational and I rarely use smart campaign members. 

               

              • Should any Member of a Smart Campaign be counted as a Member of the Program? No, think of scenarios where you are adjusting data, through a smart campaign flow step, they would be members of the smart campaign but you don't want them to be members of a program.

               

              • Is this specifically controlled by the member being set with a certain status in that Program? Yes  * except for local landing pages through form fill out within a program which makes you automatically a member. 

               

              • If there are multiple Smart Campaigns in a Program, but the Smart Campaigns individually have the same Lead as a Member, should the Program show the Membership count as just one unique Lead, or would it count each Lead twice and show the total count of non-deduped Leads?  Since they are not tied, one does not affect the other, however, members of programs are unique people,

               

              2. If the Member is added to a Program through a Smart Campaign, does the Campaign Member need to specifically have a Program Status set for it to be considered a member of the Program.  Yes (and if so why doesn't it default to some program status similar to how it would if it was captured through a form or list import)? Because that's a special case for local landing pages.

               

              3. Does moving a Smart Campaign from one Program to another affect Program and Smart Campaign membership counts?  It does not affect program membership counts because they are not tied. 

               

               

              What will happen to the historical counts?  There is a difference between moving and cloning.  Cloning sets to zero for campaign members. 

               

              To be specific, what happens to the count of members already on the Campaign: is the count reset to zero, or does it remain at what it was and then any additional members while it is under the new program accumulate on top of the pre-existing count? I think this is true for moving a campaign, but you will have to test to check. 

              • What happens to the number of Members in the Program that the campaign was moved out of? Not connected. 

               

              • What happens to the number of Members in the Program that the campaign was moved in to?  Not connected

               

               

               

               

               

               

               

               

              Rob Crossley

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