Re: Using field tokens in Change Data Value choices - not working?

Anonymous
Not applicable

Using field tokens in Change Data Value choices - not working?

I'm looking to set up a data management campaign that updates a field only if a particular condition is met.

In this case, the scenario is:

If a Lead provides a company name, update the Pending Account Name field if the provided name does not match what is in our CRM record.

To do this, I'm attempting to use Change Data Value with the following choice:

If: [Company Name (Custom)] / [is not] / [{{company.Company Name}}]
Attribute: [Pending Account Name] / New Value: [{{lead.Company Name (Custom)}}]

Tokens are working fine for the New Value, but aren't working for the conditional value in the If portion.
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3 REPLIES 3
Josh_Hill13
Level 10 - Champion Alumni

Re: Using field tokens in Change Data Value choices - not working?

check your token syntax.

Also, what do you mean by not working? Is there a red line underneath it?
Anonymous
Not applicable

Re: Using field tokens in Change Data Value choices - not working?

I think that field tokens simply can't be used as matching values in Change Data Value. The image below shows an attempt to find a match between "Company Name (Custom)" and "Company Name (Custom)", but it fails. It is probably trying to match the value of Company Name (Custom) on the left with the string '{{lead.Company Name (Custom)}}' instead of the value of lead.Company Name (Custom).

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Anonymous
Not applicable

Re: Using field tokens in Change Data Value choices - not working?

Ah, turns out there's nothing new under the sun. Here's somebody else that ran into the exact same limitation:

https://community.marketo.com/MarketoDiscussionDetail?id=90650000000PgY6AAK

And there's been an Idea for using tokens as filters since 2011.