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Blocking field updates depending on record-based criteria

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Anonymous
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Re: Blocking field updates depending on record-based criteria

Success! Thanks so much for all your help Elliott. Much appreciated.
Cheers, Tara
Anonymous
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Re: Blocking field updates depending on record-based criteria

YAY!  Thanks!
Anonymous
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Re: Blocking field updates depending on record-based criteria

Hi Elliott,

I have just realised that it seems to be processing when the name already exists in Marketo but not when the name in the list I upload is NEW. I thought Marketo viewed the data as “changed” even when the lead has just been created, but it doesn’t seem to. Can you think of a way to incorporate this into the one campaign so that it caters for both new and existing names who have the data value "updated"?
 
Or, do you think best to create a sister campaign that uses the same flow and schedule but instead the smart list looks for NEW lead created AND data value [new Marketo only field] not empty AND record type is record type A.

Cheers, Tara