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Angus_McCann1
Angus_McCann1
New Participant
May 7, 2020
Solved

Can success be revoked?

  • May 7, 2020
  • 2 replies
  • 4016 views

We have a channel that has the following steps:

 

  1. 10 - Member
  2. 20 - Filled Out Form (Success)
  3. 30 - Influenced (Success)
  4. 40 - Lead Not Accepted

I've noticed that people that are the "Lead Not Accepted" status are still marked as a Success in these programs? Is this by design or is this something I should put into support. I know people can't move backwards in status in programs, but wasn't sure if success could be revoked in a later step.

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Best answer by SanfordWhiteman

This is expected behavior. If somebody has passed through a Success status, then they are marked as Success, even their current (and higher-ranked) status doesn't explicitly have Success.

 

You can revoke their success without removing them from the Program, by using the flow step Change Program Success.

 

 

 

2 replies

SanfordWhiteman
SanfordWhitemanAccepted solution
New Participant
May 7, 2020

This is expected behavior. If somebody has passed through a Success status, then they are marked as Success, even their current (and higher-ranked) status doesn't explicitly have Success.

 

You can revoke their success without removing them from the Program, by using the flow step Change Program Success.

 

 

 

    Angus_McCann1
    Angus_McCann1Author
    New Participant
    May 8, 2020

    Thanks, Sanford. That is definitely less than ideal to not have success be revoked with the program status change, but at least it can be!

    SanfordWhiteman
    SanfordWhiteman
    New Participant
    May 8, 2020

    The thing is, though, a higher status represents a more "final" status in time, but doesn't necessarily  mean everything about the current status needs to be undone.

     

    So if someone has achieved success and then later is moved to a non-success, that's not necessarily the same as un-success (in the sense of "undo success." Depends on the business situation!

     

    This has a lot in common with the question of "not subscribed" vs. "unsubscribed" and how really, more robust datatypes need to be used to capture all the variations.

    Carrie_Chandle1
    Carrie_Chandle1
    New Participant
    May 7, 2020

    Edited reply 🙂

     

    Hey there! Assuming that a lead passes through the second or third steps (both of which are successes) before hitting the "lead not accepted" step, then yes, they will still be a success when they get to the fourth step.

     

    Something to look into is removing lead validity from the program status list. It looks like this is a form-based program, so by someone filling out the form they are technically a success based on the program goal, but they as a person end up not being valid - and the validity/non-validity of leads should hopefully be part of your lead process that is managed at a more global level instead of the program level.

    SanfordWhiteman
    SanfordWhiteman
    New Participant
    May 7, 2020

    @carrie_chandle1 they don't actually need to be removed — see my resp.

     

    You don't want to overuse Change Program Success, but here it makes sense.

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