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Condition: If a field value equals other field

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Eben_Saputra
Level 3

Condition: If a field value equals other field

Hey guys,

I want to create an appointment reminder where it can show multiple appointments in one email

Let' say a client is going for treatment at these clinics, in one same day

Appt 1: Place A

Appt 2: Place A

Appt 3: Place B

And we want to show clinic info, for different places they will go to

The catch is, we don't want to show duplicate info. In this case, we only want to show "Place A" info once in the email

How can I achieve this?

I have been looking at smart list condition, but the don't have anything close to "if fields 1 equal to ANY fields 2 or 3"

There are 150+ clinics btw, so typing "if fields 1 equal to <clinic name>" one by one is out of the question.

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Accepted Solutions
Josh_Hill13
Level 10 - Champion Alumni

Re: Condition: If a field value equals other field

No, you cannot do that matching in Marketo.

You can create a webhook or other process to do that data for you. Openprise maybe?

Velocity scripting may work better to handle this situation.

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2 REPLIES 2
Josh_Hill13
Level 10 - Champion Alumni

Re: Condition: If a field value equals other field

No, you cannot do that matching in Marketo.

You can create a webhook or other process to do that data for you. Openprise maybe?

Velocity scripting may work better to handle this situation.

View solution in original post

SanfordWhiteman
Level 10 - Community Moderator

Re: Condition: If a field value equals other field

No need to do it at the qualification (Smart List) level, like Josh says this is easy-peasy in Velocity as you have access to all the appts before you output anything.