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Hi Hannah,
If you have a trigger and one single filter in the smart list of a campaign, the relationship between the trigger and single filter will always be set to "and". You can't say "qualifies for the trigger or the filter", it would be "qualifies for the trigger and the single filter"
However...the trigger for "campaign is requested" actually doesn't work with any filters, it will ignore any and all filters that are added to that smart list. At least in my experience, this is true. Marketo assumes that if you're requesting a campaign, you're only requesting it for qualified leads who need no further filter qualification.
That being said, here is what I would do (similar to Kenneth's suggestion):
Campaign A: Trigger
Smart list = Campaign is Requested
Flow: Send Email with a choice of "if not was sent email "X", then send email "X", else do nothing" (to ensure that if they were a member of that other smart list that you send the email to in a batch campaign, they're not getting it twice)
Campaign B: Filter batch campaign
Smart list = Member of Smart List AND Not was sent email "X"
Flow = Send email "X"
I would send the batch first, then activate the trigger campaign. The "and not was sent email" filter on the batch campaign's smart list is a safety net if you do end up sending the batch first. If you activate/run them at the same time, you'll definitely want to keep this additional filter.
Hope this help! I know it can get confusing 🙂
Vivi
LeadMD
Hi Hannah,
If you have a trigger and one single filter in the smart list of a campaign, the relationship between the trigger and single filter will always be set to "and". You can't say "qualifies for the trigger or the filter", it would be "qualifies for the trigger and the single filter"
However...the trigger for "campaign is requested" actually doesn't work with any filters, it will ignore any and all filters that are added to that smart list. At least in my experience, this is true. Marketo assumes that if you're requesting a campaign, you're only requesting it for qualified leads who need no further filter qualification.
That being said, here is what I would do (similar to Kenneth's suggestion):
Campaign A: Trigger
Smart list = Campaign is Requested
Flow: Send Email with a choice of "if not was sent email "X", then send email "X", else do nothing" (to ensure that if they were a member of that other smart list that you send the email to in a batch campaign, they're not getting it twice)
Campaign B: Filter batch campaign
Smart list = Member of Smart List AND Not was sent email "X"
Flow = Send email "X"
I would send the batch first, then activate the trigger campaign. The "and not was sent email" filter on the batch campaign's smart list is a safety net if you do end up sending the batch first. If you activate/run them at the same time, you'll definitely want to keep this additional filter.
Hope this help! I know it can get confusing 🙂
Vivi
LeadMD