Lead partition not changing- HELP PLEASE!

Anonymous
Not applicable

Hi,

We have multiple lead partitions and work spaces set up. We have leads coming in from Facebook into the Default workspace, which then are added to a shared list under the default partition. Once the lead is added to the list (shared with NZ workspace), we have a campaign under default workspace to trigger the change of partition to NZ, this seemed to be working initially but it has stopped working now.

I tried running a batch campaign to change the partition, but that didn't work either. Does anyone know what the issue is or what we are doing wrong, or a way we can set this up that would work?

Thanks a bunch!

Tash

17 REPLIES 17
Anonymous
Not applicable

I am experiencing the same issue.

I'm trying to move leads that are sitting in the Global partition to the US partition from a smart campaign in the Global workspace. The Global WS can see all partitions.

No activity at all shows up in the activity log of leads that should be pulled into the SC.

The only flow step in my SC was 'change lead partition'.

Dan_Stevens_
Level 10 - Champion Alumni

We're experiencing the same issues.  Just happened today.  See my post here: Did you have Marketo ABM turned on?  If so, is lead partition routing working for you?  Not for us.

Anonymous
Not applicable

All,

This problem is not related to ABM! Infact has no relationship with ABM. Lead partition and ABM are not related!

It’s a different problem that caused this issue. Incidentally the time that we enabled ABM was same as the time this issue happened.  I checked with the development team who is responsible to fix it and they confirmed the patch is going out soon which will fix this problem.

Thanks,

MJ

Anonymous
Not applicable

Nope, have already checked that. Seems like all partition assignment campaigns have stopped working, so I think we will just see what support has to say.

Thanks for all your help and suggestions. I will update you when I hear back from support.

Thanks,

Tash

Grégoire_Miche2
Level 10

Give a last try:

Select one of the 285 leads and right click it, then manually trigger the partition change. Then look at the activity log and see what pops up.

-Greg

Anonymous
Not applicable

Tried that too, stays Default for whatever reason. Results show no actibity found, activity log doesn't show anything either.

Grégoire_Miche2
Level 10

Then is is definitely a case for support.

-Greg

Anonymous
Not applicable

Yes it was, many people experienced it, but it was resolved last night between 7pm to 8pm New Zealand time.

Anonymous
Not applicable

Thanks for your help on this, Gre!

Cheers!

Tash

Dan_Stevens_
Level 10 - Champion Alumni

Tash, while we're now once again able to route leads to other partitions, we're still experiencing a major bug.  We have one lead partition that is hidden from every workspace (it's where we keep our purposeful duplicates - that originate from CRM contacts - after a duplicate lead is created and routed to the country workspace).  When looking at some of the leads in the country lead partitions, it now includes those leads that are also in the Duplicate Contacts partition.  So all of our country lead partitions can see some of the duplicates in the "hidden" duplicate partitions.  This is hampering our workflows and confusing those smart campaigns that should be using the new lead record in the country partition.  Currently working with Support on this.

Anonymous
Not applicable

Hi,

Thanks for your response Greg, the smart campaign is in the Default workspace and the leads are sitting in the default partition as well (shared with NZ workspace).

As you can see it says this is set to affect 286 leads but once I run the batch campaign, nothing happens. Smartlist.png

Screen Shot 2016-10-04 at 10.39.19 AM.png

Screen Shot 2016-10-04 at 10.38.53 AM.png

Partitions -  the blurred list is shared with the NZ workspace.

partitions.png

Grégoire_Miche2
Level 10

Hi Tash,

The fact that the list is shared with the NZ workspace has no Impact and is in fact not relevant to your issue.

Are the leads you are monitoring part of the 285 that will be member of the SC?

In your case, you write that the default parition is shared between the workspaces, but the way we usually set this up is the opposite: we have a "global" workspace that "sees" all partitions. and I run lead assignment rules in this workspace.

-Greg

Anonymous
Not applicable

Yes the leads that I am trying to move to the the NZ workspace are the 285 from the SC. The SC is sitting in the Global workspace, so technically it should see all workspaces and have no problem changing the partition to the Nz workspace, right? But this is not what's happening.

Jim_Thao7
Level 9

Is this a queue issue?  Marketing Activities>Marketing Queue.

Grégoire_Miche2
Level 10

It could be, but normally, for 285 leads, that should not be a problem, unless many other things are happening in your instance.

-Greg

Grégoire_Miche2
Level 10

You need to look into the activity log of the leads to see what happens.

-Greg

Grégoire_Miche2
Level 10

Hi Tash,

Remember one key rules of partition/workspaces: a smart campaign located in a given workspace can only process leads accessible from that workspace. In other words, if the leads are no longer in a partition that can be accessed from the default workspace, the smart campaign will not process that lead.

This being said, I am not sure this is the problem with you. Please provide some screenshots of your workspace / partition setup and of the smart campaign, so that we can investigate further

-Greg