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Data Value Change trigger vs. net new lead

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JD_Nelson
Level 10 - Community Advisor

Data Value Change trigger vs. net new lead

I have a trigger to run every time a field is changed, but I'm wondering if when the initial lead is created if that's not triggering because it didn't "change" it just "was".  If so, how do you recommend I set my triggers to capture both a 'data value change' as well as a data value set?

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Anonymous
Not applicable

Re: Data Value Change trigger vs. net new lead

Hi JD,

For the lead scoring campaigns I have set up as triggers, I normally listen for data value changes OR new lead is created.  When you have two triggers in the smart list of a campaign, they act as or statements.  This should capture net new leads and existing leads where data changes.

Thank you,

Courtney

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Anonymous
Not applicable

Re: Data Value Change trigger vs. net new lead

Hi JD,

For the lead scoring campaigns I have set up as triggers, I normally listen for data value changes OR new lead is created.  When you have two triggers in the smart list of a campaign, they act as or statements.  This should capture net new leads and existing leads where data changes.

Thank you,

Courtney

JD_Nelson
Level 10 - Community Advisor

Re: Data Value Change trigger vs. net new lead

if you do 'lead is created' how would you limit it to a certain field? I'm

trying to track UTMs and not every lead will have them, so it would be

overload if we ran it through the UTM track knowing there weren't any

values...

JD Nelson //

MindjetDemand Generation Manager // office 415.229.4236 <415.229.4228>

1160 Battery Street East, 4th Floor, San Francisco, CA 94111

LinkedIn <https://www.linkedin.com/pub/jeff-jd-nelson/10/379/823>

On Tue, Jul 21, 2015 at 3:12 PM, Courtney Marshall <

Kenny_Elkington
Marketo Employee

Re: Data Value Change trigger vs. net new lead

Hi JD,

You'll want to apply both triggers a Courtney noted, and then add the attribute filter for the field you're looking for to filter only to new leads which have the desired value for that field.

JD_Nelson
Level 10 - Community Advisor

Re: Data Value Change trigger vs. net new lead

will this work?

Screen Shot 2015-07-21 at 3.52.23 PM.png

Elliott_Lowe1
Level 9 - Champion Alumni

Re: Data Value Change trigger vs. net new lead

Those triggers/filters will work.

Josh_Hill13
Level 10 - Champion Alumni

Re: Data Value Change trigger vs. net new lead

Just remember that when a Lead is Created, the system does not register the new field data as a Change Data Value, so those two triggers are needed in this case.