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Fields by State

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Anonymous
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Fields by State

I am sending out an email where I have custom fields being filled by state. For Example: If state = NY, RAM Name = Ken.

This gets a little tricky with some states.  NY for example has 2 sales reps.  So, I have it set up: if Postal Code = XXXXX, XXXXX, then RAM = Al. So, I have in my flow set up like below:
     If Postal Code is XXXXX, XXXXX, then RAM = Al
     If state = NY, RAM Name = Ken

Is it true that whatever hits first in the flow will occur first? So if a lead comes in from NY, BUT has a postal code of XXXXX, then the RAM name will be AL since that is the first filter?

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Anonymous
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Re: Fields by State

Hi Michelle. Yes, the filters are used based on chronological order. Here's an article for more information: http://community.marketo.com/MarketoArticle?id=kA050000000Kyu0&src=. I would also recommend putting it a default name just in case there's a missing zip code that isn't assigned to a RAM.

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Anonymous
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Re: Fields by State

Hi Michelle. Yes, the filters are used based on chronological order. Here's an article for more information: http://community.marketo.com/MarketoArticle?id=kA050000000Kyu0&src=. I would also recommend putting it a default name just in case there's a missing zip code that isn't assigned to a RAM.
Anonymous
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Re: Fields by State

Hi Michelle,  Yes - I have a formula field set up exactly the same way and it works great.