Report subscription of members at the program level?

Forum|Forum|6 years ago
April 25, 2019
2 replies
3473 views

Can I create a report subscription of Members at the Program level? I have to include 'member status' and this is the only way I know how to include that field in a report.

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K

karanhari-1

Level 7

Hi @Cherie Dillon ,

You can create a smart list within the program (As shown in the below snapshot) and subscribe to the smart list

You can further narrow it down by adding constraints - as shown below.

Hope that helps

Best Always,

Karan Hari

C

cheriedillon-NTAuthor

Level 1

Thank you. My challenge is that a Smart List will not bring in the member status. I can only seem to export a report including this field at the Program level > Member tab. I was hoping I could create a subscription at this level.

A

AnkitDu3

Level 6

Hi Cherie,

You can achieve it either way suggested by Michael and Karan.

If you follow recommendation of Karan: You can create different smart lists on the basis of status. As an example:

You can have a separate smart list for member status "Registered"

One for member status "Attended" and so on,

This can be a longer process but you can achieve what you are looking for.

Now, if you follow the recommendation of Michael, you can create a simple report in RCT where you get all the program member status in a single report and you can subscribe to the report.

Subscribe to a Revenue Explorer Report - Marketo Docs - Product Documentation

Thanks

M

mike-29

Level 4

If you have access to Revenue Explorer, you can do this with a Program Membership Analysis report -- which you can then create a subscription for in Analytics -- but I'm not sure if there's a way to do this in "vanilla" Marketo.

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