Sort Program Members by Success by date

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I'm trying to track down the members of a particular program by success and date (date of success) or at least sort it by date, what's the best way to do this?

Marketo

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Michelle_TizianAccepted solution

Level 10

So I tried something else. I created a smart list that has the following:

Member of program = true
Program is = program name
Success = true
When I view the leads I changed the default view and added acquisition date. I couldn't really find success date. But this works for me for now.

Josh_Hill13

Level 10

Will it let you add Success Date to the View and then sort?

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A

Anonymous

I'm not seeing a value for success date that can be added to the view. Michelle were you able to add this to your view?

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Michelle_TizianAuthor

Level 10

I tried a couple of times and I'm not seeing that option from creating a smart list. I'll try to see if I can pull something from the analytics section.

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Michelle_TizianAuthorAccepted solution

Level 10

So I tried something else. I created a smart list that has the following:

Member of program = true
Program is = program name
Success = true
When I view the leads I changed the default view and added acquisition date. I couldn't really find success date. But this works for me for now.

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Dan_Stevens_

Level 10

Michelle - I was just trying to do the same thing you were trying to do. I found a field you can add to the "Members" view called "Member Date". This then allows you to sort your view by the date they became members of the program.

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Michelle_TizianAuthor

Level 10

Thanks for the tip Dan. I'll give that a try.

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Josh_Hill13

Level 10

Perhaps setting another trigger outside that says

If Progression becomes a Status that = Success, then stamp a Success Date on the lead.

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