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Update values from OLS to newly created field

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MyMarketoUser
Level 1

Update values from OLS to newly created field

A new field is created with the exact same picklist values as the previous one. 
 
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Darshil_Shah1
Level 10 - Community Advisor

Re: Update values from OLS to newly created field LSMS

You can use the Person is created trigger, with the following filter conditions - 

  1. Original Lead Source is Empty
  2. Lead Source Most Recent is not Empty
  3. Original Lead Source is not Empty
  4. Lead Source Most Recent is Empty

Filter Logic - (1 and 2) or (3 and 4)

In the flow, you'd want to pull 2 Change Data Value flow steps - 

 

Campaign Flow - 

Flow Step 1

Change Data Value - Choice Step 1

if Lead Source Most Recent is not empty, update Original Lead Source = {{lead.Lead Source Most Recent}}

Default Choice - Do nothing.

 

Flow Step 2

Change Data Value - Choice Step 1

if Original Lead Source is not empty, update Lead Source Most Recent = {{lead.Original Lead Source}}

Default Choice - Do nothing.

 

The SL of the campaign will only allow new people created having data in only one of the field, i.e., people with data in both the fields or no data in either fields will be filtered out by the campaign SL.

 

Before activating a data management trigger campaign, in most cases it is recommended to run a batch campaign to process/append data to the existing people, this is done via one time batch campaign.

 

Let us know if you have any questions.

Best,
Darshil

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3 REPLIES 3
Edward_Rumsey
Level 2

Re: Update values from OLS to newly created field LSMS

Hi,

I'll need more information to answer properly as your description is a bit confusing, what are you expecting in the smart list as filters and what in the flow? Did you want this to run once, or every time someone meets these criteria? Assuming it's the latter, try the 'data value changes' trigger and select your field and 'new value' as a constraint.

Let me know if that doesn't help.

Best,
Edward Rumsey
MyMarketoUser
Level 1

OLS

it should run every time

Darshil_Shah1
Level 10 - Community Advisor

Re: Update values from OLS to newly created field LSMS

You can use the Person is created trigger, with the following filter conditions - 

  1. Original Lead Source is Empty
  2. Lead Source Most Recent is not Empty
  3. Original Lead Source is not Empty
  4. Lead Source Most Recent is Empty

Filter Logic - (1 and 2) or (3 and 4)

In the flow, you'd want to pull 2 Change Data Value flow steps - 

 

Campaign Flow - 

Flow Step 1

Change Data Value - Choice Step 1

if Lead Source Most Recent is not empty, update Original Lead Source = {{lead.Lead Source Most Recent}}

Default Choice - Do nothing.

 

Flow Step 2

Change Data Value - Choice Step 1

if Original Lead Source is not empty, update Lead Source Most Recent = {{lead.Original Lead Source}}

Default Choice - Do nothing.

 

The SL of the campaign will only allow new people created having data in only one of the field, i.e., people with data in both the fields or no data in either fields will be filtered out by the campaign SL.

 

Before activating a data management trigger campaign, in most cases it is recommended to run a batch campaign to process/append data to the existing people, this is done via one time batch campaign.

 

Let us know if you have any questions.

Best,
Darshil