Sending a list of webinar program status's to education managers for followup | Community
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sdutoit-2
New Participant
May 14, 2020
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Sending a list of webinar program status's to education managers for followup

  • May 14, 2020
  • 3 replies
  • 3055 views

We have an on24 integration and I have a request from the education managers to receive a list of webinar (Registered, Atteneded, Attended on-demand, No show) following the event. 

 

The only way I can think of doing this is sending an alert on Program status change but would prefer to subscribe them to a list containing all the members the day after the event - is there someway this can be done?

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Best answer by Michael_Florin-2

This looks like a use case for a Person Report with Custom Columns to me.

 

Create a Person Report.

Smart List = Member of Program (I suppose you have all On24 registrants in that program?)

Custom Columns: Member of Program and Status = No-Show; Member of Program and Status = Attended, Member of Program and Status = Attended on-demand... ("Registered" is not going to be a populated program status anymore once the webinar is over).

 

So you'd see all program members with their statuses in one row.

 

3 replies

Amy_Goldfine
Amy_Goldfine
New Participant
May 14, 2020

Are you using any other systems integrated with Marketo that would be easier for them to digest the information? For example, if the Marketo Program is connected to a SFDC Campaign, they might be more comfortable reading a Campaign with Campaign Members report.

Amy GoldfineMarketo Champion & Adobe Community Advisor
S
sdutoit-2Author
New Participant
May 21, 2020

No just marketo and our Data hub

Michael_Florin-2
Michael_Florin-2Accepted solution
New Participant
May 14, 2020

This looks like a use case for a Person Report with Custom Columns to me.

 

Create a Person Report.

Smart List = Member of Program (I suppose you have all On24 registrants in that program?)

Custom Columns: Member of Program and Status = No-Show; Member of Program and Status = Attended, Member of Program and Status = Attended on-demand... ("Registered" is not going to be a populated program status anymore once the webinar is over).

 

So you'd see all program members with their statuses in one row.

 

    S
    sdutoit-2Author
    New Participant
    May 21, 2020

    Thanks for this - I have created a people and performance report like you mentioned and smart list = member of program. 

     

    Don't seem to be able to configure the custom col sections - its giving me a drop down of smartlists in the database?

    SanfordWhiteman
    SanfordWhiteman
    New Participant
    May 21, 2020

    Hi,

     

    The Custom Columns are drawn from Smart Lists, and those SLs in turn are based on Program membership.

    SanfordWhiteman
    SanfordWhiteman
    New Participant
    May 14, 2020

    The only way I can think of doing this is sending an alert on Program status change but would prefer to subscribe them to a list containing all the members the day after the event - is there someway this can be done?

    Is your concern that you want to time & expire the Smart List subscription to be only the day after the event?

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