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bjohnson-5
bjohnson-5
New Participant
May 18, 2022
Solved

Success Campaign Members

  • May 18, 2022
  • 2 replies
  • 2351 views

Hi! If campaign members have been incorrectly marked as "successful" is there a way to change that status after it's been given?

 

Thank you.

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Best answer by Darshil_Shah1

I think you can update people's status back to default/non-success status values in the SFDC campaigns, but you cannot transition people backwards in a progression status in Marketo, you can only change people's status to a higher or equal value status.

 

2 replies

geraldine
geraldine
New Participant
May 19, 2022

As noted above, you cannot go backwards in status progression in Marketo.  A bit messier but you could remove the record from the program and re-add them with the correct status. Note this will change the program member status to the time when you re-add them and you'll also need to remove them from the SFDC campaign before re-adding them in Marketo. If you have a way to change the SFDC campaign member status to the right time in SFDC that will help. We use BrightFunnel in SFDC to correct campaign membership dates. 

Geraldine Gudino Garcia
Amy_Goldfine
Amy_Goldfine
New Participant
May 26, 2022

To piggyback on what Geraldine said, we actually have a custom field called Relevant Campaign Member Date in SFDC that we use for campaign member date. It pulls from the standard campaign member date unless we update another field (which for some reason in our SFDC is called Brightfunnel Activity Date, from a legacy tool we had) which will then update Relevant Campaign Member Date. That way you can backfill campaign member dates if you need to.

Amy GoldfineMarketo Champion & Adobe Community Advisor
Darshil_Shah1
Darshil_Shah1Accepted solution
Community Manager
May 18, 2022

I think you can update people's status back to default/non-success status values in the SFDC campaigns, but you cannot transition people backwards in a progression status in Marketo, you can only change people's status to a higher or equal value status.

 

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