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Form fill auto email

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Anonymous
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Form fill auto email

We have a new page set up with the munchkin cookies.  The form is not a marketo form but passes a varialable to marketo.  I want the flow to be:

If someone fills out the form they get an email sent to them then moved to the drip program.  

I have it so that if the recent lead source changes to the correct variable they will enter this program.  However I am not seeing if they are a NEW lead they enter the program.  How can I have leads enter this program if they are new, or existing?  Seems just using the change in recent lead source won't pick up new leads since there is nothing to change, but if I filter for new leads created then i miss out on existing leads.

Any thoughts?

 
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Anonymous
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Re: Form fill auto email

Hi Kenny -

I had it set  like you said:

Trigger = if recent lead source equals Road Map (name of the doc), then send an email and move the engagement progra.  

That alone works fine.  But when I add in the filter:

Filter = New lead created, lead source eaulas Road Map

if breaks.   I have it written like its the Trigger OR the filter.

Is this correct?

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4 REPLIES 4

Re: Form fill auto email

Hey Darren,

I'm guessing your using a Data Value Changes trigger for this.  When a lead is created with a certain value, they do not fire these triggers.  What you'll want to do is change your smart list to this

Triggers

Data Value Changes
Attribute is <attribute>
New Value is <value>

Lead is Created

Filters

<attribute> is <value>

This will allow you to pick up new leads that are created with this particular value.
Anonymous
Not applicable

Re: Form fill auto email

Hi Kenny -

I had it set  like you said:

Trigger = if recent lead source equals Road Map (name of the doc), then send an email and move the engagement progra.  

That alone works fine.  But when I add in the filter:

Filter = New lead created, lead source eaulas Road Map

if breaks.   I have it written like its the Trigger OR the filter.

Is this correct?

View solution in original post

Level 10 - Champion Alumni

Re: Form fill auto email

Darren,
You need to use the Trigger "Lead IS Created" to do this. The green filter is what happened in the PAST or an existing attribute.

So it would be what Kenny said plus 

Lead Is Created

Filter = Most Recent Lead Source IS "Road Map" to ensure that only new leads with this value get pushed OR leads where this value Changed to "Road Map" get pushed.
 

The visual doesn't do it justice, but it's like running two OR statements that operate independently.

Anonymous
Not applicable

Re: Form fill auto email

thanks guys got it fixed.