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David_Mason1
David_Mason1
Level 3
July 29, 2015
Solved

View Influence of Nurturing Campaign on Opportunities

  • July 29, 2015
  • 1 reply
  • 2134 views

I want to see how many people were influenced by a nurturing campaign, THEN were added to an opportunity. The keyword in the previous sentence is THEN.

Another way to say it is: I want to see who are members of one program, THEN became members of another program.

Is there any way to put a date range on the MEMBER OF filter? Is there a way to chronologically view successes?

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    Best answer by Josh_Hill13

    So this is a couple of different questions.

    • Question 1: you want a smart list of people who reached Success in a Program and now have an Opp?
      • Use Member of Program=Success AND Has Opp=Open/etc after a certain date.
      • In RCE, this is easier with Program Opp Report because you can clearly ask for Opp Created Date+Influence which means the Opp was created because of, or after the Success.
    • Question 2: Members of One Program who later became a member of another program.
      • This could  be easy if you know PRogram B was created later. But maybe you don't.
      • There's no Member/Success Date filter constraint. So if you have RCE, you can do this because Program Membership/Opp reports have Member Date and Success Date. Post this as an Idea if it isn't there already.
    • Question 3: Can you view successes chronologically by date?
      • Not really. I suppose you could use RCE to do this but it would not give you a specific person.

    1 reply

    Josh_Hill13
    Josh_Hill13Accepted solution
    Level 10
    July 29, 2015

    So this is a couple of different questions.

    • Question 1: you want a smart list of people who reached Success in a Program and now have an Opp?
      • Use Member of Program=Success AND Has Opp=Open/etc after a certain date.
      • In RCE, this is easier with Program Opp Report because you can clearly ask for Opp Created Date+Influence which means the Opp was created because of, or after the Success.
    • Question 2: Members of One Program who later became a member of another program.
      • This could  be easy if you know PRogram B was created later. But maybe you don't.
      • There's no Member/Success Date filter constraint. So if you have RCE, you can do this because Program Membership/Opp reports have Member Date and Success Date. Post this as an Idea if it isn't there already.
    • Question 3: Can you view successes chronologically by date?
      • Not really. I suppose you could use RCE to do this but it would not give you a specific person.
      David_Mason1
      David_Mason1Author
      Level 3
      August 18, 2015

      Thanks, Josh. Sounds like an upgrade to RCE is optimal.

      Thanks again,

      David

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