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Lauren_Hawes
Lauren_Hawes
Level 2
September 17, 2018
Question

Can you add criteria to an email dashboard?

  • September 17, 2018
  • 1 reply
  • 3099 views

For an A/B subject line test you can add "Winner Criteria" which we choose to set as a conversion rate for signing up to our event. We would like to be able to see this conversion data in an email send that doesn't have an A/B test. Does anyone know if this is possible?

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1 reply

Grace_Brebner3
Grace_Brebner3
Level 10
September 18, 2018

Hey Lauren,

You can't really customise the dashboard view of a program, but reporting this kind of information is what program statuses are really for - and they do show in the dashboard for most program types. The screenshot below is the Live Event program template which you can import from Marketo's program template library - you can see the "Members by Program Status" section in the bottom of the dashboard. When members are added to the program and work their way through the steps, you'll see a count of all of them there at each status.

This doesn't provide the same kind of visualised dashboard view, however, and is shown as a count, not as a percentage.

You can switch to the membership view, which is a bit more visual - but again, shown as count, not percentage:

Lauren_Hawes
Lauren_HawesAuthor
Level 2
September 19, 2018

That's just a program right? That's not the same as an email program. Therefore we can't see the number of people that specific email converted to registrants of our event.

Grace_Brebner3
Grace_Brebner3
Level 10
September 19, 2018

Hey Lauren,

Apologies if my answer was confusing. My mind went to event program statuses being the best visual representation, but these views are available for all program types - you just need to select them from the view options drop down.

So the above is all still relevant for your use case, and you'll still be able to display this information if you're marking attendance registration as a program status. You can also get it from a program performance report with program statuses added as columns in the report settings.

But (at least so far as I'm aware) the dashboard view of an email program cannot be customised to show this detail.

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