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Set acquisition program flow step not triggering

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Level 2

Set acquisition program flow step not triggering

Hi all,

Since we implemented Marketo a year and a half ago, I've tried several ways to set the acquisition program for our web content programs that are using a global form embedded on a non-Marketo page.  Even with advice from our Marketo implementation consultant and a third-party consultant, things still aren't working properly. New leads created by these programs are not getting an acquisition program name or date. 

Our capture acquisition program smart campaigns are triggered off new leads created from our content registration form, then filtering on specific web content program status changes as follows.  Any recommendations on a different way to do this?  Thank you in advance for any advice!

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For additional background, our smart campaigns that trigger email sends and other flow steps based on what page they filled out the form from is working just fine. This is set up as follows:

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Anonymous
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Re: Set acquisition program flow step not triggering

The reason your first campaign isn't firing is because of the filter you have on there. At the moment of creation of the lead, there is no activity history related to program changes. Program changes always happen on leads after they are created as known records. So, no one can ever meet that filter criteria. It seems like you should be able to swap out your trigger for a Fills Out Form trigger and, if desired, a Lead was Created filter, since the lead was created activity should have happened before the form fill gets logged in the database.

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Anonymous
Not applicable

Re: Set acquisition program flow step not triggering

The reason your first campaign isn't firing is because of the filter you have on there. At the moment of creation of the lead, there is no activity history related to program changes. Program changes always happen on leads after they are created as known records. So, no one can ever meet that filter criteria. It seems like you should be able to swap out your trigger for a Fills Out Form trigger and, if desired, a Lead was Created filter, since the lead was created activity should have happened before the form fill gets logged in the database.

View solution in original post

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Level 2

Re: Set acquisition program flow step not triggering

Makes so much sense. Tried this fix on one of our programs and it is working beautifully now. Thank you so much for the quick reply!

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Anonymous
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Re: Set acquisition program flow step not triggering

Basically we are using a global form embedded on a non-Marketo page.


What is the correct setup?

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Re: Set acquisition program flow step not triggering

Will Shum, I would advise starting a new question. Almost nobody will see it here since the question is listed as answered.

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Level 10 - Champion Alumni

Re: Set acquisition program flow step not triggering

Also, even if leads did qualify, this would not set the AP name properly since you cannot evaluate off of "Acquisition Program".  You need to use "Acquisition Program Name" instead.  See my response to this thread for more detail around this: Re: Acquisition Program Name and Date Not Automatically Set