Adding trigger for "Source Detail" for smart campaign

Anonymous
Not applicable

Adding trigger for "Source Detail" for smart campaign

Hi there, Im creating a smart campaign with both filters and triggers in the smart list. For the trigger, I need to pull in any leads that have downloaded specific gated content.

1 Trigger: "Lead source" is "gated content" AND

2. Trigger: "Source Detail" is "x"

I am able to set-up #1 Lead Source trigger okay, but I cannot find #2 Source Detail trigger option. "Source detail" is a custom SFDC field for us. I only see Source Detail as a filter, not a trigger.

Am I able to add custom SFDC triggers in the field management or elsewhere to pull in Source Detail Trigger into this campaign somewhere? Please advise.

6 REPLIES 6
Jenn_DiMaria2
Level 10 - Champion

Re: Adding trigger for "Source Detail" for smart campaign

If you need a trigger, you can try the "Data Value Changes" trigger, where the Attribute is "Source Detail" and the Constraint is "New Value EQUALS X". To filter, you can try "Data Value Changed" with the same Attribute and Constraint as the trigger.

If you're still unable to pull the field, it could be read/write issue between SFDC and Marketo that your SFDC admin can fix.

Anonymous
Not applicable

Re: Adding trigger for "Source Detail" for smart campaign

Hi Evelyn,

If I am understanding this question correctly, you have a smart campaign you want to fire off when someone has a data value change for the Lead Source field and the new value is Gated Content?  As an additional filter, they would also have to have the Source Detail defined?

If this is the case, only number 1 above needs to be a trigger.  #2 can be a filter for Source Detail is "x".

How the smart list works inside of a smart campaign is that the trigger pulls someone in and then to qualify for the smart campaign, they must meet all additional filter criteria.  If you look at the logic for the smart list, you actually can't define when the trigger should be applied.  The campaign smart list is ANY trigger step occurs AND logic to define how filters apply.  So if you had both 1 and 2 as triggers, either trigger step occurring would result in someone running through the smart campaign.

Let me know if this doesn't answer your question.

Thank you,

Courtney

Jenn_DiMaria2
Level 10 - Champion

Re: Adding trigger for "Source Detail" for smart campaign

Ah, yes, I misunderstood. What Courtney Marshall​ wrote above is correct. If you add two triggers, Marketo will read that as an OR statement and qualify leads that meet either condition. You are better off keeping one as a filter.

Dory_Viscoglio
Level 10

Re: Adding trigger for "Source Detail" for smart campaign

Evelyn Bozak​ one thing to keep in mind, similar to what Jennifer mentioned is that a trigger is an action. So the Lead Source would need to be changed (Data value change) or the record created with a lead source value of "gated content". Also, Triggers are always OR statements, so by having multiple triggers you're saying that either of the two things above could occur and your campaign would fire as long as the filters are met.

It might be better set up this way:

Trigger: Data value changes: Lead Source is Gated Content OR

Trigger: Lead is created OR

[Trigger: Data value changes: Source Detail] < I would only add this if you want the campaign to fire if someone's Source Detail changes but their Lead Source might not necessarily change. Depends on if that field is set each time or just on their first interaction

Filter: Lead Source is Gated Content AND

Filter: Source Detail is X

Hope this helps!

Dory_Viscoglio
Level 10

Re: Adding trigger for "Source Detail" for smart campaign

Haha, sorry for the duplicate response

Josh_Hill13
Level 10 - Champion Alumni

Re: Adding trigger for "Source Detail" for smart campaign

You need to bring in #2 as a green filter Source Detail=X


Triggers are OR only between them anyway and their Constraints are limited.