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Re: Change Lead Source

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Rachel_Egan
Level 7

Change Lead Source

We have a bunch of legacy Lead Source values that I'm trying to change over to our standard values, however when I run a "change data value" campaign, it doesn't make the change. Is there a special way I need to run this data value change?

Here are the details of the smart campaign:

  • Smart List: Lead Source Contains XYZ
  • Flow: Change Data Value
    • Attribute: Lead Source
    • Value: Research
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Conor_Fitzpatri
Level 6

Re: Change Lead Source

Hi Rachel,

Are you blocking field updates to Lead Source? Maybe that is the cause, because your logic seems correct to me. Here's the product doc with more info:

Block Updates to a Field - Marketo Docs - Product Docs

If it is blocked, just uncheck the box for flow change data value and re-run your campaign. Then you can re-enable the block if you want.

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4 REPLIES 4
Conor_Fitzpatri
Level 6

Re: Change Lead Source

Hi Rachel,

Are you blocking field updates to Lead Source? Maybe that is the cause, because your logic seems correct to me. Here's the product doc with more info:

Block Updates to a Field - Marketo Docs - Product Docs

If it is blocked, just uncheck the box for flow change data value and re-run your campaign. Then you can re-enable the block if you want.

Josh_Hill13
Level 10 - Champion Alumni

Re: Change Lead Source

Also, this field may be blocked in SFDC too - so check on that as well.

Rachel_Egan
Level 7

Re: Change Lead Source

Thanks Josh Hill​ and Conor Fitzpatrick​. I will try your recommendations and update this thread when I figure out what was wrong.

Rachel_Egan
Level 7

Re: Change Lead Source

Update: just looked and it seems as though I had the field blocked from updates except from SFDC.

Thanks for the help!