Send notification or alert to myself if no new members are added to a program in a certain amount of time | Community
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J
Jaina
New Participant
February 9, 2021
Question

Send notification or alert to myself if no new members are added to a program in a certain amount of time

  • February 9, 2021
  • 2 replies
  • 3334 views

We have a lot of email programs running and I need to be able to monitor them all easily. 

 

Does anyone know if it's possible to set up an alert or notification that gets sent to myself if no members have been added to a program in a certain amount of time? 

 

Or maybe it's a weekly report of program memberships. Is that possible? 

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2 replies

MitchellH
MitchellH
New Participant
February 16, 2021

Hi Jaina, one approach could be that you set up a custom scoring field called "members added to program within X days", then build a triggered smart campaign that increases the field score on some person by 1 every time a member is added to a program, and descreases it by 1 after a certain amount of time has elapsed. Then you have a campaign that triggers when that field value for that person becomes "zero" and sends you an alert.

 

There's probably a much better way to do this that doesn't involve creating a field that you only need to use for a single person! Hopefully some other users have some ideas.

    SanfordWhiteman
    SanfordWhiteman
    New Participant
    February 16, 2021
    "members added to program within X days", then build a triggered smart campaign that increases the field score on some person by 1 every time a member is added to a program, and descreases it by 1 after a certain amount of time has elapsed. Then you have a campaign that triggers when that field value for that person becomes "zero" and sends you an alert.

     

    There's probably a much better way to do this that doesn't involve creating a field that you only need to use for a single person! Hopefully some other users have some ideas.

    Quite true, but the only way to trigger something in the context of a central Resource Lead* is via webhook. You can't send an arbitrary other lead through a flow.

     

     

    *or Resource Person, I'm still stuck on Marketo's legacy "lead" terminology!

    C
    ChristianeRo1
    Community Manager
    February 9, 2021

    If you want to set up a list subscription, we have something similar set up to see how many people fill out a form during the past week.

     

    We set up the smart list with the filter of Filled Out Form and then add the constraint of Date of Activity, and have it be within the past week. Then we set up a smart list subscription to email us each week with the list of people who filled out the form during that time (Right click on the Smart List in the tree, and do New Smart List Subscription).

     

    Would something like this work for you?

     

    J
    JainaAuthor
    New Participant
    February 16, 2021

    I don't think so. We need something more immediate based on a specific increase or decrease, based on volume of emails sent. Appreciate the reply though! 

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