Sending a list of webinar program status's to education managers for followup | Community
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sdutoit-2
Level 2
May 14, 2020 7:01 AM UTC
Solved

Sending a list of webinar program status's to education managers for followup

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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Michael_Florin-2
Michael_Florin-2Accepted solution
Level 10
May 14, 2020 2:16 PM UTC

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.

 

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6 replies

Amy_Goldfine
Amy_Goldfine
Level 9
May 14, 2020 9:41 PM UTC

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.

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Amy GoldfineMarketo Champion & Adobe Community Advisor
sdutoit-2Author
Level 2
May 21, 2020 1:08 AM UTC

No just marketo and our Data hub

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Michael_Florin-2
Michael_Florin-2Accepted solution
Level 10
May 14, 2020 2:16 PM UTC

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.

 

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    sdutoit-2Author
    Level 2
    May 21, 2020 1:36 AM UTC

    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?

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    SanfordWhiteman
    SanfordWhiteman
    Level 10
    May 21, 2020 2:46 AM UTC

    Hi,

     

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

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    SanfordWhiteman
    SanfordWhiteman
    Level 10
    May 14, 2020 7:13 AM UTC

    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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