Trigger: Data Value Increases/Decreases

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Anonymous
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Trigger: Data Value Increases/Decreases

I am trying to create a Smart Campaign that triggers an email send if a field value increases.

I see that there are constraints that I can add that are based off of the new value and previous value but it looks like I can only compare those with a static number. I don't care what the value is or how much it has gone up, I only care that it has increased.

Has anyone found a way to make this work?

7 REPLIES 7
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Re: Trigger: Data Value Increases/Decreases

Hello Liz,

Could you provide an example? If it's a very manageable value increase like "2" to "6" then you can create separate smart campaigns that would trigger "new value is 6" and "previous value is not 7, 8, 9, or 10". So in this example, you know that it was an increase since the previous value was less than 6.

Then you would create another smart campaign for "new value is 7" and "previous value is not 8, 9, or 10" and so on.

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Anonymous
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Re: Trigger: Data Value Increases/Decreases

What we're trying to do is similar to a bank account but we're only dealing in whole numbers. The numbers can range from 0 to thousands so using multiple campaigns isn't really an option.

Using the bank example, we want to send an email out whenever a deposit is made. A withdrawal would change the value but we don't want an email to be sent out.

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Re: Trigger: Data Value Increases/Decreases

Okay, so multiple smart campaigns won't work in this case. I know this is not the conventional way, but maybe you could create custom lead scoring for the bank deposit numbers? However, even the "score is changed" trigger doesn't include the constraint of just an increase or decrease. Perhaps an idea should be created.

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Level 10 - Champion Alumni

Re: Trigger: Data Value Increases/Decreases

Yes, the Data Value Changes will allow you to compare the New vs. Old values with standard operators.

But there is not an ability to say any Increase is ok.

But if you had fields watching Last Balance vs. Current Balance and it populates Increased Balance field, then you could do something like

if Increased Balance is Greater than 0, then do something.

But you would need to have SFDC or the other system doing the math...maybe you could get a Marketo Formula field to work here too. Try it.

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Re: Trigger: Data Value Increases/Decreases

Hi Josh,

I do not think Marketo formula fields can do some math, unfortunately.

-Greg

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Re: Trigger: Data Value Increases/Decreases

You can make it a score and vote here, since there is not simple solution here.

Yet, there is a solution that will require assistance from Marketo:

  • Ask Marketo PS to activate a feature called Munctions. This enables to create sums of values.
  • Create a second field called "previous value"
  • Create a third field called "difference"
  • Create a smart campaign, trigger data value changes on the field you want to monitor. Flows steps:
    • Change Data Value: Difference = sum({{lead.Your field}}, -{{lead.previous value}}), using the munctions feature. You just add the "-" sign just before the token.
    • Change Data Value: previous value = new value (for next time you will go through the smart campaign)
    • Your actions flow step. Choices:
      • If difference <0 -> do something
      • If Difference >0 -> do something else
      • Default -> do nothing (There is no difference)

Tested, it works.

-Greg

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Anonymous
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Re: Trigger: Data Value Increases/Decreases

Thanks for all of the suggestions. I voted on all of the linked ideas, I think they will be really helpful in the future.

I ended up finding an object that we had created in Salesforce that stamps whether the transaction was a deposit or withdrawl and used that as a filter with the data value change trigger.