2 Replies Latest reply on Feb 1, 2019 6:45 AM by Osman Erzinclioglu

"Status Date" In Program's "Members" Tab? (Report/View With: "Acquired", "Status", "Success", "Member Date", "Status Date".)

Osman Erzinclioglu Jan 30, 2019 1:49 PM

Hello, all! Question for the community...

Is there some way to create a view of leads/contacts equivalent to what's visible in the "Members" tab of a program -- with the "Acquired", "Status", "Success" and "Member Date" columns -- that also includes the date that the current status was reached by the program member? We want to be able to provide a report which includes the date the current status was reached, so that it's easy to see the delta as time goes on.

I can create a smart list to see those members, but it doesn't include the "Acquired", "Status", "Success" and "Member Date" columns for the members of the program.

Re: "Status Date" In Program's "Members" Tab? (Report/View With: "Acquired", "Status", "Success", "Member Date", "Status Date".)

Rachit Puri Jan 30, 2019 7:49 PM (in response to Osman Erzinclioglu)

No direct way to build this in Marketo.
If you have Revenue Explorer, you can create a Program Performance report like this:

Else, you can use SFDC campaigns which are connected to your Marketo programs to pull out this type of report.
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- Re: "Status Date" In Program's "Members" Tab? (Report/View With: "Acquired", "Status", "Success", "Member Date", "Status Date".)
  
  Osman Erzinclioglu Feb 1, 2019 6:45 AM (in response to Rachit Puri)
  
  Sadly, no. No RCE. Also, for some of the programs we'd like to do this for not all of the members are in SFDC because we've limited lead creation from Marketo.
  
  I feel like I should create this one as an idea. What do you think, Rachit?
  
  I think it would be pretty useful to be able to sort by the latest status updates in the members view and see when those updates occurred.
  
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