Don't understand why the person is not running through the (very simple) flow

[Andrew_Seidman]

Here is my smart list:

Here is my flow:

Here is my test:

My questions:

1) Why would "New Person" not trigger the "Person is Created" trigger in the smart list?

2) Why would "Change Data Value - Changed Country from [null] to "Sweden" not trigger the "Changed Data Value" Trigger?

3) How do I fix this?

Thanks,

Andrew

[Chris_Wilcox]

Hi Andrew,

Can you post the screenshot of the Smart List? I don't see it populating in your post, that'll help diagnose the issue.

Thanks!

[Andrew_Seidman]

Oh no, sorry! I don't know why it didn't post. Here's the smart list:

[Dan_Stevens_ · Accepted solution]

The filter in the smart list indicates that in order to qualify for the campaign, the person would have had to have filled out a form in the past day - as long as it wasn't the "email unsubscribe form".  Looking at the activity log, I see no form submit - and therefore the person didn't qualify.

Try this filter instead:

[Grégoire_Miche2]

Hi Dan,

I would start to remove all filters and check the test leads qualifiy. Once this works, you can add filters. I was under the impression that the "filled out form" filter was here to control that the changes are coming from a form fillout.

-Greg

[Dan_Stevens_]

Agree, Greg.  I was simply providing the reason why the "test" person didn't qualify.  And it's because of this filter.

[Grégoire_Miche2]

Hi Andrew

If the filter is about the form you expect the people to fill out and trigger the "fills out form" trigger, then that cannot work, because the "filled out form" filter requeries the underlying database to quickly and before the informaiton is posted to it.

Do remove the filter. Also, do not have the "person is created" and the "fills out form" triggers together, because you risk the trigger to fire twice. So either you use the "fills out form" trigger or you use the "data value changes" together with the "person is created".

If you use the "fills out form" se the constraint to "is not Email Unsubscribe form" to compensate for the absence of filter. If you use the "person is created", add a "form" contraint.

Greg

[Grégoire_Miche2]

@ Sanford Whiteman​,

Have you ever wrote a blog article about how Marketo captures and post data to the database and requeries it (or does not in case of triggers) ? And also about the impact of the architecture on trigger + filters smart lists, the role of waits, ...

I feel that 1/ that would be very helpful and 2/ you are better qualified than I am to put the right terms on it.

-Greg

[SanfordWhiteman]

Nope, haven't published anything on these topics... although people you and me have a head start, much of it is still fuzzy and hard to test without a range of instances, traffic/volume differences, and willing admins! Maybe a mega-post including the great findings by Denise Greenberg​ is called for. Let me think about it...

[Chris_Wilcox]

Here are my thoughts:

1. I'm not entirely sure why Person is Created isn't firing your trigger.
2. The "Change Data Value" flow step is changing the "DF Company Country" attribute from [null] to "Sweden", NOT the "Country" attribute; so that's the issue on that one.

Do you have any other filters on your Smart list? Looking at your file names, it seems like this smart list is once a known lead source is populated in the Database (Lead Source -> Web Direct and Blank Lead Source -> Web)?  So, I see there's a change data value of the "Country" attribute as a flow step in that first program, and THAT activity is triggering your smart campaign listed here. You can tell because there's a 5 minute delay before the remove from flow step of the second campaign is executed. 1:21 - Change Data Value of Country to a valid trigger value, 1:26 - Remove from Flow (because your flow step choice is "Not Contains")

Any more info you can provide on how this program fits into the others, or if there are other filters on the smart campaign?

[Andrew_Seidman]

1. Me neither

2. It's doing both, if you look at it. There are both being changed in the activity log.

No other filters on smart list.

This campaigns doesn't fit with or coordinate with any other campaigns. It should just look at the country value and run itself correctly.

Those other campaigns you're viewing are on the activity log of the new person, not relevant to this workflow.

Thanks,

Andrew

[Chris_Wilcox]

Wait... what is the name of the campaign in question?

Lead Source -> Web Direct -or-  Blank Lead Source -> Web

[Chris_Wilcox]

I think it's Blank Lead Source -> Web.

Knowing that, it honestly might just be the way Marketo prioritizes trigger campaigns? The person exited the trigger flow 11 minutes after they were created, which includes your 5 minute wait step, so a 6 minute delay total. Marketo might be able to give you more info if you submit a ticket.

If it's the other campaign (I don't think it is), that's only a 6 minute delay after the contact was created, again including your 5 minute wait step, so almost spot on. The question is why the 6 minute delay if it's the other campaign (Blank Lead Source -> Web).

[Grégoire_Miche2]

Are you using workspaces and partitions ?

If so, check you are not using a lead that is in a partition that cannot be accessed by the workspace in which the smart campaign is.

-Greg

[Andrew_Seidman]

I am not using workspaces and partitions.

The name of this workflow is NOT in the person's activity history, this is the problem i'm trying to solve. The other workflows in the activity history are not relevant.

Andrew

[Grégoire_Miche2]

If the name is not in the history, it means the person simply does not qualify.

Check the qualifications rules. If set to "only once" or "only once in a month", it can explain why the person does not qualify. Otherwise, see my answer below.

-Greg