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Change Channel of Program with Existing Members

Question asked by Brittany Irwin on Nov 9, 2017
Latest reply on Nov 15, 2017 by Grace Brebner

I set up a program to track leads coming in as a result of a partner promoting our company.  The partner is directing leads to a dedicated Marketo landing page that is only being used by said partner.  I initially set up the program using the web form channel, but have since added "digital referral" as a new channel to our instance.  I would like to change the web form program to a digital referral program, but because the existing web form program already has members I am unable to change the channel of the program.

 

  1. I plan to clone the web form program and change the channel to digital referral on the new program.  Do I need to keep the web form program (the landing page and thank you page currently live in the web form program) in addition to the digital referral program or can I just move the local assets (landing page and thank you page) to the new digital referral program and turn off the campaigns in the web form program?  I was planning on getting turning off and archiving the web form program, but would love another opinion on this.
  2. I would like the leads that have come in through the existing web form program to have their acquisition program changed to the new digital referral program.  I was planning on accomplishing this by pulling a list of people with the web form acquisition program and run flow step to change their data value acquisition program to the new digital referral program as well as change their program status to "not in program" for the web form program.  I was planning on changing the acquisition program and changing program status on the list itself by selecting all contacts and utilizing the person actions drop down at the top of the list.  Is this the best way to go about doing this?
  3. When updating the acquisition program to the digital referral program, do I need to also change the program status to filled out form?  Or does this happen automatically when the acquisition program is updated?

 

Any advice would be greatly appreciated   Thanks in advance!

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