Tips on capturing downloads from form fillouts AND visiting a success url

[Caitlin_McCorm3]

Hi! We are hoping to update our asset download workflow. Once we capture lead information, we don't want forms to appear anymore. We've figured that out on the engineering side (cookie'ing leads so we know that they don't need to see a form). But I need to determine the best way to set it up in the smart campaign associated with the asset. Currently I have this, but it's not working:

The flow step that follows is: Program Status is Content>Downloaded.

How can I correct this? Thanks!

[SanfordWhiteman]

We've figured that out on the engineering side (cookie'ing leads so we know that they don't need to see a form).

You probably didn't need to engineer anything, because forms already have the Known Lead HTML feature that allows you to skip displaying the form fields if the lead has already filled out a form w/that browser.

Anyway, I'm not clear on what you're trying to capture here.  Right now, you have "Lead has a certain URL in their their Visited Web Page history at the time they register a Fills Out Form activity."

[Kenny_Elkington]

Could you clarify what conditions you want this campaign to trigger for?  Do they need to have filled out a form and then have visited the page or...?

[Caitlin_McCorm3]

Kenny Elkington​ nope - it would be one or the other.

[Caitlin_McCorm3]

Meaning if they either  fill out the form OR they land on the page, their program status will change and an auto-response email will send.

[Kenny_Elkington]

You would want the triggers for both of these events then.  So Fills out form and Visits Web Page in your smart lists, instead of the Visited Web Page filter.

[Caitlin_McCorm3]

Kenny Elkington​ thanks for the tip. Unfortunately, it doesn't seem to be working as I'd hoped. It should trigger an email and a change in lead status, but it's not. I'm wondering now if it's related to the url itself. When I check the activity on the lead I tested, it doesn't show that the test touched that page and I'm wondering if it's because the url has ?success=1 after it.

Also, I thought we weren't supposed to have two triggers in a smart campaign (happy to do so, though).

[Caitlin_McCorm3 · Accepted solution]

Figured it out - had to use a querystring.

[SanfordWhiteman]

OK, but since this will trigger on either event (OR), you maybe should change the discussion title from AND to OR.

[Caitlin_McCorm3]

Yes - that's what it's set to. Thanks!

[SanfordWhiteman]

The discussion says AND but your answer doesn't do AND, it does OR logic.

[Caitlin_McCorm3]

Where do you see that? The screenshot I sent over doesn't show the logic.

[SanfordWhiteman]

Your screenshot which you marked as Correct Answer does OR logic, but your original discussion title refers to AND logic.

I'm just saying this would be confusing for someone later expecting a correct answer for AND.