Task Generation Issue - Negative Score

[Anonymous]

Hello everyone,

We are having an issue with a campaign we run to generate a task for our sales team.

We create a task for our reps to follow up with a lead when they hit a score threshold of 15. But we also have a campaign that runs for inactivity after 90 days, they get a -10 to their lead score. But what's happening is say a lead has a score of 27, and receive a -10 for inactivity, their new score is still above the threshold and generates a task, which we don't want.

As you can see, we have the "Change is not -10" constraint, but it's still generating tasks when the score ends up being above the threshold of 15. Any thoughts?

Thanks,

Alec

[Grégoire_Miche2 · Accepted solution]

Hi Alec,

Use a Data Value Changes trigger instead, you will be able to set previous value < 15 and new value >= 15.

And vote

-Greg

[Anonymous]

Hi Greg,

Thanks for the input. So the setup should look like this then and I'll be getting the same result minus the unwanted tasks?

And I'll be able to remove the previous "Score is Changed" trigger from the flow step?

Thanks,

Alec

[Grégoire_Miche2]

Yes, this is it. It will only fire when some crosses the 15 threshold going up.

-Greg