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March 14, 2013
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Progression Status Updates

  • March 14, 2013
  • 4 replies
  • 1444 views
Be great to change status for members as they progress through the program, but doesn't change the number from step to step.

For example at an event, they are invited, attend, so forth. When the status changes from invite to attend, the invite number decreases by that number.

To be able to see how many were overall invited than attended and so froth without having to do the math would be convenient.

4 replies

New Participant
February 24, 2020
No text available
March 15, 2013
Hey tim- The way we handle this is by Static Lists. So in each step of my progression, I have an add to List step put people on a Static list. This was originally because you can Attend/NoShow a webinar, but then if you view the recording later on, you're Attended On-Demand. However we weren't able to tell which members were on-demand from the website vs having attended or NOT the live webinar without doing a series of Smart Lists. This just helps me get the data faster.
March 14, 2013
March 14, 2013
I believe there is a similar idea about being able to run a report based on progression status changing.