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Don't understand why the person is not running through the (very simple) flow

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Grégoire_Miche2
Level 10

Re: Don't understand why the person is not running through the (very simple) flow

Hi Andrew

If the filter is about the form you expect the people to fill out and trigger the "fills out form" trigger, then that cannot work, because the "filled out form" filter requeries the underlying database to quickly and before the informaiton is posted to it.

Do remove the filter. Also, do not have the "person is created" and the "fills out form" triggers together, because you risk the trigger to fire twice. So either you use the "fills out form" trigger or you use the "data value changes" together with the "person is created".

If you use the "fills out form" se the constraint to "is not Email Unsubscribe form" to compensate for the absence of filter. If you use the "person is created", add a "form" contraint.

Greg

Grégoire_Miche2
Level 10

Re: Don't understand why the person is not running through the (very simple) flow

@ Sanford Whiteman​,

Have you ever wrote a blog article about how Marketo captures and post data to the database and requeries it (or does not in case of triggers) ? And also about the impact of the architecture on trigger + filters smart lists, the role of waits, ...

I feel that 1/ that would be very helpful and 2/ you are better qualified than I am to put the right terms on it.

-Greg

SanfordWhiteman
Level 10 - Community Moderator

Re: Don't understand why the person is not running through the (very simple) flow

Nope, haven't published anything on these topics... although people you and me have a head start, much of it is still fuzzy and hard to test without a range of instances, traffic/volume differences, and willing admins! Maybe a mega-post including the great findings by Denise Greenberg​ is called for. Let me think about it...

Dan_Stevens_
Level 10 - Champion Alumni

Re: Don't understand why the person is not running through the (very simple) flow

The filter in the smart list indicates that in order to qualify for the campaign, the person would have had to have filled out a form in the past day - as long as it wasn't the "email unsubscribe form".  Looking at the activity log, I see no form submit - and therefore the person didn't qualify.

Try this filter instead:

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Grégoire_Miche2
Level 10

Re: Don't understand why the person is not running through the (very simple) flow

Hi Dan,

I would start to remove all filters and check the test leads qualifiy. Once this works, you can add filters. I was under the impression that the "filled out form" filter was here to control that the changes are coming from a form fillout.

-Greg

Dan_Stevens_
Level 10 - Champion Alumni

Re: Don't understand why the person is not running through the (very simple) flow

Agree, Greg.  I was simply providing the reason why the "test" person didn't qualify.  And it's because of this filter.