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A
Anonymous
January 24, 2017
Question

Filter lead by original source

  • January 24, 2017
  • 1 reply
  • 1803 views

Hello,

I was wondering if it's possible to filter leads in a list by which engagement program they came from? Right now this is how my campaigns are set up:

  • Lead gets added to engagement program A/B/C/etc
  • Lead is sent a series of emails, then eventually exhausts all content
  • I created a smart campaign so that when a member of this engagement program exhausts all content s/he will be added to engagement program "newsletter"

What I'm trying to do is create a list of some sort that can tell me which engagement program (A/B/C/etc) each lead in the destination engagement program "newsletter" came from. Is this possible?

Thanks.

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1 reply

Grégoire_Miche2
Grégoire_Miche2
Level 10
January 24, 2017

Hi Kevin,

You can create a smart list with the "was added to engagement program" filter (constraint : program is A ) + Is member of engagement program (constraint : program is Newsletter). You will need 3 smart lists, one for A; one for B and one for C

-Greg

A
Anonymous
January 24, 2017

Thanks Greg. So there is no native function to have 1 report or list containing all the leads in "newsletter", but with a column listing their source engagement program? I have a lot of engagement programs (not just A/B/C, about 20+), with more being added, it would be much more convenient if it was more automated.

Dory_Viscoglio
Dory_Viscoglio
Level 10
January 24, 2017

Hey Kevin, you could have a custom field for "Engagement Program" and everyone is stamped by a master program when they're added to a specific engagement program. Then, you could just show all members of that newsletter program, and display the field on your column view.

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