Leverage program tags &channels in "member of program" filter

Leverage program tags &channels in "member of program" filter

I'd like to be able to use program tags and channels as constraints in my "member of program" filter in smart lists.  For example find "Member of program" constrained by program tags such as owner or product, or constrained to members of certain program channels, such as online advertising.
 
13 Comments
Anonymous
Not applicable
It would also be great if the program tags could mapped to salesforce campaign fields
Anonymous
Not applicable
I just posted something about this... Love this idea! I know you can do it with reports but that dosnt give you much flexability when trying to narrow down each lead and throwing them in the right campaign 😞
Anonymous
Not applicable
YES. I've come across so many use cases for this. My workaround typically involves having to create Smart Lists with filters that contain an endless number of programs, or trying to standardize the naming so I can make some kind of Contains filter work.
Anonymous
Not applicable
I would like to be able to create a list of people who have clicked through on all emails with a certain product tag.  Can this be done?
Iryna_Zhuravel4
Level 8 - Champion Alumni

Being able to filter based on program tags would open a lot of opportunities for companies with multiple products.

I am using product codes in my program names (something like - Webinar X - ProductACode, Webinar Z - ProductBCode) and use that to automate some of my interesting moments and scoring (e.g. program status changed to "webinar>attended", program name contains ProductACode -> Interesting moment = Attended a webinar about product A; -> increase Product A score ), but being able to do it based on tags (I tag my programs by products they relate to) would've been so much easier, accurate and reliable.

Anonymous
Not applicable

Agreed, the power of tags beyond reporting is underestimated. I want registrants or attendees from Q2/Q3 of xyz initative. There's just so much you can do with folders, and when the team is extensive, keeping a naming convention is easier said than done.

Iryna_Zhuravel4
Level 8 - Champion Alumni

Couldn't agree more, naming conventions are very unreliable, I keep policing our instance to make sure our users use them correctly - not only is this an ineffective use of my time, but something always falls through cracks despite our best efforts

Anonymous
Not applicable

This would be very useful especially as we are looking to group leads by product types...having to rely on naming conventions is limiting.

Grégoire_Miche2
Level 10

Hi Amy,

This also should apply to the "program status is changed" trigger. See

-Greg

David_Mason1
Level 3

Yes!