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Formula Field - Mark the Score right when lead MQLs

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Formula Field - Mark the Score right when lead MQLs

I'm trying to create a formula field that fills in the field with the behavior score right when a lead becomes an MQL.

The formula I tried is:

     If MQL Date is in past 1 hour,
     Value = {{lead.Behavior Score}}
     Else, Do Nothing

When I click "Save". I get the message, "Cannot save rules, check to ensure that all of the choices are valid".

Any idea why this may not be working?

Thanks.

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Re: Formula Field - Mark the Score right when lead MQLs

Hi Adam,

The Formula field is not the right way to do it. AFAIK, you can only manipulate string fields there.

You should rather create a score field instead and use a smart campaign that does the same. You also should rather use a trigger campaign so that it gets executed precisely at the moment the lead becomes MQL. i the flow of this SC, just use a data value change, attibute= your new score field and new value = {{lead.Behavior Score}}

-Greg

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Re: Formula Field - Mark the Score right when lead MQLs

BTW, I'm trying it in Sandbox first. Do formulas work in Sandbox?

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Re: Formula Field - Mark the Score right when lead MQLs

Hi Adam,

The Formula field is not the right way to do it. AFAIK, you can only manipulate string fields there.

You should rather create a score field instead and use a smart campaign that does the same. You also should rather use a trigger campaign so that it gets executed precisely at the moment the lead becomes MQL. i the flow of this SC, just use a data value change, attibute= your new score field and new value = {{lead.Behavior Score}}

-Greg

View solution in original post

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Re: Formula Field - Mark the Score right when lead MQLs

Thanks, Gregoire.

Didn't know you could only manipulate string fields. That's good to know for the future. I was hoping

I could just do it with a simple formula field, but will have to use campaigns, as you suggested.

Adam