How to filter out internal members from the Engagement Dashboard | Community
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A
Anonymous
September 30, 2014
Solved

How to filter out internal members from the Engagement Dashboard

  • September 30, 2014
  • 9 replies
  • 2374 views
We would like to include internal members (Sales/Mktg) in our engagement program launch but exclude them from the Engagement Dashboard. Can anyone help?


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Best answer by
You could simply clone the program and run it in parallel.

9 replies

Josh_Hill13
Josh_Hill13
Level 10
September 30, 2014
If they are members of the Engagement, they will be on the Dashboard. There's no way to filter that out.

You can create smart lists that match Statuses and exclude internal people.
A
Anonymous
Accepted solution
September 30, 2014
You could simply clone the program and run it in parallel.
A
Anonymous
September 30, 2014
Creating a smart list excluding internatal people is what we do.
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Anonymous
October 1, 2014
Michael B - Thank you, we are going to test this out and see if it will work for us.  I really appreciate your responce. 

Michael V - Thankyou for your reply but the internal members would still show in the dashboard. We want to exclude the internal members from the dashboard results. 
A
Anonymous
October 1, 2014
Another option is to have a specific stream in the program for internal people.  That can easily be cloned and then a smart list can ensure that internal employees go through that stream only.  They will still be in the agreggate view on the dashboard, but you can view individual streams as well on the dashboard.
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Anonymous
October 1, 2014
Great advise. Thank you Cheryl.  

Can multiple streams be viewed in one dashboard? If not - is this something that could be implemented in the future? 
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Anonymous
October 1, 2014
You can view an aggregate of all streams, or you can select a dashboard view of them individually.  What you cannot do is say, show me an aggregage of only Stream 1 and 2, but not Stream 3.
A
Anonymous
October 2, 2014
Thanks again Cheryl.
I was hoping we could exclude one stream which would be the stream that holds our intenals. What are the chances of implementing a stream exclusion feature? Too complex? 
A
Anonymous
October 2, 2014
I would put them in a different program then.  The chances of implementing this is very low to be honest.
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