1 Reply Latest reply on Aug 4, 2017 11:26 AM by Dan Stevens

    Webinar Status Changes

    Desi Pappas

      How do I update a lead's status from attending/registering/etc to a webinar that was performed before our Marketo was linked to our Webinar platform? I have 2 lists with notes on who did/did not attend, I'm just at a loss on how to get them updated in an efficient way.

       

      I used an Email Send  Campaign to get the registration out, so the options don't include live event status change options. I may have missed it in our lead details, so if it's an option in there I just can't find it. Thanks.

        • Re: Webinar Status Changes
          Dan Stevens

          Desi, there are multiple ways to do this.  How many people are on your list?  If it's manageable, you can simple import the list as members; and then manually change the program status to the appropriate status.  For example, if your list contains 25 people who registered - and 10 attended - you can select all members and change their program status to "registered".  And then select those 10, and change their status to "attended".

           

          Or you can build a smart campaign to define the program status based on specific data.  For example, if you have a custom field called "attendee status" - where you store a standard list of status values (registered, attended, etc. as part of your list import) - when the list has been uploaded as a static list to the program, you can run the batch campaign against that list and use "choices" within the "change program status" flow step to assign the proper status.