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"Any Triggers" + 1 Filter

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Anonymous
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"Any Triggers" + 1 Filter

I'm trying to create an advanced filter rule (1 or 2) AND 3 for the below smart list.

Screen Shot 2018-08-27 at 1.18.05 PM.png

However, when I try to set it to "Advanced Filter Rules," the option is greyed out for this specific setup.

Screen Shot 2018-08-27 at 1.18.13 PM.png

Can someone explain why and help me understand how I can get it to work the way I want it to?

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Level 10 - Champion Alumni

Re: "Any Triggers" + 1 Filter

Filter logic can only be applied to FILTERS - not TRIGGERS.  Your first two are triggers.  Triggers are always "or" logic - meaning if either are true, it will continue and evaluate the trigger(s) you've defined.  So in essence, your smart list will execute as you intended it to.

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Level 10 - Champion Alumni

Re: "Any Triggers" + 1 Filter

Filter logic can only be applied to FILTERS - not TRIGGERS.  Your first two are triggers.  Triggers are always "or" logic - meaning if either are true, it will continue and evaluate the trigger(s) you've defined.  So in essence, your smart list will execute as you intended it to.

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Anonymous
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Re: "Any Triggers" + 1 Filter

Hi Dan,

Thanks for responding. So just to be clear, whether I applied "Apply ALL filters" or "Apply ANY filters", the smart list would still execute as intended?

I personally don't understand why their can't be advanced rules for both triggers and filters.

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Level 10 - Community Moderator

Re: "Any Triggers" + 1 Filter

I personally don't understand why their can't be advanced rules for both triggers and filters.

Because a given trigger fires in response to a single activity, as reflected in the Activity Log.

You can't require that the same single activity is both a Filled Out Form and a Person is Created activity at the same time. They have an implicit OR condition.

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Anonymous
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Re: "Any Triggers" + 1 Filter

Thank you Sanford, that makes sense.

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Level 10 - Champion Alumni

Re: "Any Triggers" + 1 Filter

In addition to Sanford's response, you need 2 or more filters to apply ANY/ALL filter logic; and 3 or more filters to apply ADVANCED filter logic.  You only have one filter here - so filter logic will not be used here.  Either of the triggers must first execute (as a result of real-time activity) and then the lone filter must be true in order for people to qualify in this specific smart campaign.

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Anonymous
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Re: "Any Triggers" + 1 Filter

Got it, thanks Dan.

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Re: "Any Triggers" + 1 Filter

@Dan_Stevens_ / All,

 

Can you clarify/confirm the below conditions? How triggers and filters both are working in smart campaign. 

 

Ex: 1

Smart List: Trigger: Fill Out Form, 1. Filter: SFDC Type is Lead, 2 Filter: Sales Owner First Name is not Marketo, 3: Filter: Email is xxxx

Smart List rule logic: use All filters.

 

Ex: 2

Smart List: Trigger: Fill Out Form, 1. Filter: SFDC Type is Lead, 2 Filter: Sales Owner First Name is not Marketo, 3: Filter: Email is xxxx

Smart List rule logic: use Any filters.

 

Ex: 3

Smart List: Trigger: Fill Out Form, (1 or (2 and 3)) and 4)

1. Filter: SFDC Type is Contact 2. Filter: SFDC Type is Lead, 3 Filter: Sales Owner First Name is not Marketo, 4: Filter: Email is xxxx

Smart List rule logic: use Advanced filters.

 

Please explain these combinations and how these conditions are behaving?

Thanks,