SOLVED

Fields by State

Go to solution
Anonymous
Not applicable
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?

Tags (1)
1 ACCEPTED SOLUTION
Anonymous
Not applicable
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.

View solution in original post

2 REPLIES 2
Anonymous
Not applicable
Hi Michelle,  Yes - I have a formula field set up exactly the same way and it works great.
Anonymous
Not applicable
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.