Trigger When enters Smart List

[Paul_Johnson]

Hello!

Is there anyway to create a trigger when a lead becomes a member of a smart list? I'm having a hard time triggering a campaign to be sent out because all the changes made to the lead happen before they enter the smart list. I hope this makes sense!

[Grégoire_Miche2]

Hi Paul,

In fact, no, you cannot trigger on the fact that a lead enters a smart list. But you can trigger on the activities that are the same as the one use to filter leads in your smart list.

If you copy a screen shot of your smart list filters, we may tell what triggers to use.

-Greg

[Paul_Johnson]

Right now this is what i'm using to trigger the campaign. However, only about 1/3 of the people in the smart list are being sent the email. That being said, I image it's because it's only being sent to people who's opportunity is updated after they are already in the smartlist. Correct?

[Josh_Hill13]

You need to do two things as Greg said:

• Added to Opp
• Opp is Updated with Stage=XYZ
• AND
  • Member of Smart List=X (this is a constraint so if they are not members, they will not go through)

From your screenshot, I do not think you need the smart list. Just make sure your triggers are the same filter constraints.

[Paul_Johnson]

Thanks for the help! Like this? Or do I still need to add Added to Opp?

[Grégoire_Miche2]

Hi Paul,

In fact, you may want to add all the contraints ("approved by manager", "approval needed" ...) directly into the trigger. And you will need the same trigger twice to cover the 2 cases (with and without approval).

-Greg

[Paul_Johnson]

How does this look?

[Grégoire_Miche2]

Hi again Paul,

Add the deal type and the team as contraints to the triggers as well and remove the filter. Otherwise, the filter might be about another opportunity.

-Greg

[Paul_Johnson]

Thank you!

The goal here is to send out an email when the opportunity is marked as one.....as long as either it doesn't need approval from a manager or it has been approved by a manager.

[Grégoire_Miche2 · Accepted solution]

Hi Paul,

Use the triggers:

• Added to opportunity. Is will enable you to fire a campaign when the lead is first added to the opportunity
• Opportunity is updated. It will fire when one of the opportunities a lead is attached to is updated (You will have to tell Marketo which opportunity field was updated. If you need more than 1 field, add this trigger many times).

You will be able to add the same constraints as you have above.

-Greg

[Anonymous]

You can use the trigger program status has changed, and the new status is "X"