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Re: Can I run 2 trigger campaigns for the same form?

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GroovesMcFly
Level 1

I have a form in which I am collecting first name, last name, and email address. I have a trigger campaign that syncs with our CRM. I have a second trigger campaign that sends an email after a 5 minute wait. Is this OK or should I combine these two trigger campaigns?

2 ACCEPTED SOLUTIONS
SanfordWhiteman
Level 10 - Community Moderator

...the Wait Step, and assuming you're including it to allow the CRM step time to finish😀

You don’t need it for this purpose either, because Sync to SFDC runs synchronously. You don’t need to wait for it, any more than you need to wait for Change Data Value.

 

Now if you need to wait for a subsequent sync to happen, i.e. after some async routing stuff happens within SFDC, that’s a another question.

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SanfordWhiteman
Level 10 - Community Moderator

But you don’t need to wait for the sync to happen, it’s synchronous. And of course waiting can’t tell you if it succeeded (there could’ve been a validation error, for example).

 

So if you really want to know if it ran and succeeded, you need to trigger on Person is Synced to SFDC, which won’t fire if it there’s an exception during the attempted sync.

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Michael_Florin
Level 10

1. Let me play Sanford for once and say: @GroovesMcFly, please come back to your thread.

2. No, in general I would say it's rather not okay to create two Smart Campaigns with the same trigger. In most cases it's better to run a multitude of flow steps from one trigger. And in your specific case, it seems reasonable to first run the sync and then send the email (an alert probably?) after a 5 mins wait. If that wait is supposed to make sure that the sync has actually happened.

 

SanfordWhiteman
Level 10 - Community Moderator

But you don’t need to wait for the sync to happen, it’s synchronous. And of course waiting can’t tell you if it succeeded (there could’ve been a validation error, for example).

 

So if you really want to know if it ran and succeeded, you need to trigger on Person is Synced to SFDC, which won’t fire if it there’s an exception during the attempted sync.

michellechopin
Level 8 - Community Advisor

You can include the email send in the same smart campaign as your CRM sync trigger (make it the step after) to streamline and minimize the number of smart campaigns you have.

 

Following/alongside @SanfordWhiteman's question about the Wait Step, and assuming you're including it to allow the CRM step time to finish, you don't really need it because a follow up email isn't usually dependent on the person being in your CRM first. If there's another reason for the Wait Step, you'd probably be better off continuing to use the second trigger campaign but recreating it as an Executable campaign (you can't make an existing Smart Campaign executable unfortunately).

 

Hope that helps and let us know how you go 😀

SanfordWhiteman
Level 10 - Community Moderator

...the Wait Step, and assuming you're including it to allow the CRM step time to finish😀

You don’t need it for this purpose either, because Sync to SFDC runs synchronously. You don’t need to wait for it, any more than you need to wait for Change Data Value.

 

Now if you need to wait for a subsequent sync to happen, i.e. after some async routing stuff happens within SFDC, that’s a another question.

SanfordWhiteman
Level 10 - Community Moderator

What (please be precise) is the Wait step for?