Acknowledged

Idea: Ability to define JO Program "Types"


Userlevel 6
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CTAs and Timeline Activities have Types, why not JO Programs? It would be helpful if we could assign Programs a “type” similar to CTAs and Activities so that we could categorize, group, compare Programs by type for reporting purposes. 

 

Ideally we would be able to add and define our own custom types like we can for CTAs and Timeline but I’m sure there are some common default Types as well.

 

For context, this idea came up while working with our Customer Marketing team on some Program-related reports.


7 replies

Userlevel 7
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Hi @cmultanen 

Nice idea...

Userlevel 7

@cmultanen Is the use-case to have separate types for separate teams?

Userlevel 6
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 @nitisha_rathi not necessarily just for separate teams. This would make it easier to compare and build reports for reviewing the success of our various programs. 

Userlevel 7

Got it. We will prioritize this functionality based on the number of customers asking for it. Thanks for sharing.

Userlevel 7

In the meantime, maybe you can use a common prefix in the program name for certain types of programs and use this to report on them together.

Userlevel 7
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In the meantime, maybe you can use a common prefix in the program name for certain types of programs and use this to report on them together.

@cmultanen did you get a chance to view our comments. 

Userlevel 6
Badge +1

@nitisha_rathi @sai_ram thank you for the suggestion! while it is a viable workaround, JO Program Names are not editable after publishing, so it is not possible to implement this workaround for already active programs unless we start from scratch. 

Outside of the suggested workaround, is this still an enhancement that can be considered? Reporting on JO programs is overly complex, needing to find the right fields on the right objects to assess program success. This simple enhancement would help our organization understand program effectiveness at different points of the customer journey (ie, Onboarding, Realizing Value, Renewal...)

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