UPDATE 1: Reading over my question, it boils down to this: How can a "lead is created" trigger with a "created date: between 09/1/2016-09/30/2016" have triggered for a lead on October 4th? The lead in question was Unknown in September but became Known in October.
UPDATE 2: The lead was not previously merged.
UPDATE 3: A filter for "lead was created" in October returns the lead in question
ORIGINAL QUESTION:
i have a series of programs which record the source of new leads from my various marketing channels. They are organised by month eg:
| September | October |
|---|---|
| 201609 - Adwords | 201610 - Adwords |
| 201609 - Facebook | 201610 - Facebook |
I have an unknown lead with a first touch via adwords in September (201609) who then returns via Facebook in October (201610) where he becomes known.
The lead has '201609 - Facebook' set to it's acquisition program using the rule:
| ALL filters apply | (1 and 2 and 3 ...) |
| Trigger - Lead is Created | Created Date between '2016-09-01' - '2016-09-30' |
| Filter 1 - utm Source MKTO | utm Source is 'facebook' |
This is his activity log:
| 04/10/2016 05:04 | New Lead | Lead name: "example name", source: Web form fillout | |
| 04/10/2016 05:03 | Change Program Status | Skipped Cannot add an anonymous lead to a program | |
| 04/10/2016 05:03 | Visit Web Page | domain.com/resources/the-resource-url/ | (source is facebook - the date is oct) |
| 12/09/2016 22:48 | Visit Web Page | domain.com | (source is adwords - the date is sept) |
Here's a summary of my questions and thoughts:
- FYI This is not a question about which acquisition channel is 'correct' as you see it. It's a technical question about Marketo triggers and filters. Please don't tell me I should be setting awords as the acquisition program under a first touch model
- Marketo started recording the lead in september as an anonymous lead visiting a webpage. Does this count as a lead being created? Would the "Lead is Created" trigger activate for this?
- The smart list in the '201609 - Facebook' program I outlined above did trigger in October for this lead.
- The field "utm Source" with the value as 'facebook' would only have been set in October when the lead visited the site via facebook. The date on the trigger is for a lead created in september. How could these smart list rules have been satisfied?
Thanks for any help
Sean
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