Using a trigger with a constraint filter plus (OR) three other filters

[Hoppers13]

hi all, i'm probably way in over my head here, and its a really silly one.

but basically i'm trying to do the following:

Enquiry is updated & timescale is set to within 6 months or as soon as possible (& has reservation=false) = send email

OR (because i've used advanced filters (1 and 2 and 3, but trigger is always an or statement):

Has reservation=false & customer is loyalty member & they’ve not visited the page on co.uk = send  email.

i am unable to add the bracketed (has reservation false) onto the trigger.

i know its probably really stupid or i've set it up completely wrong:

 thanks in advance!

Mike 🙂

[Darshil_Shah1]

Well, you cannot add constraints meant for another activity/criteria/CO in a trigger listening for a certain different activity (applies to filter constraints too) in the smart list. e.g., you cannot add email-related constraints/conditions in the Person is Created trigger. If you wish to add further conditions to filter people based on an activity the campaign is listening to, e.g., membership (campaign, smart list, etc.), field values, etc., you'd have to add those as additional filters below your trigger.

Looking at your setup, it appears that you want to trigger off your campaign on the Enquiry custom object record's EnquirySalesTimescale field updates such that it is set to within 6 months or as soon as possible, and since Reservation is a different custom object (and it isn't a field on the Enquiry custom object), you'd not be able to add it as trigger constraint, and instead you'd have to add it is a filter.

Also, triggers and filters cannot qualify people independently, filters are only applied to people who meet the triggering conditions the campaign is listening for in the first place. You have a trigger for your first set of criteria for when people should be sent email (i.e., Enquiry is updated trigger), but you don't have any trigger for your 2nd set of criteria (i.e., Has reservation=false & customer is loyalty member & they’ve not visited the page on co.uk = send email), with as is setup, the 2nd criteria would just act as filter for people who have their Enquir CO record gets updated as set in the trigger.

[Hoppers13]

thanks as always Darshil, but i do have advanced filters chosen, which would surely mean: enquiry is updated to enquiry timescale, asap or 1-6mnths time OR has res = false, member = true, has not visited page.

its not how i want it setup but this is how i expected this to work as currently setup

ta

Mike

[Darshil_Shah1]

I think you're mixing triggers and filters here; the filtering logic (and, any, advanced) applies to just filters, they don't have meaning/thing to do with the triggers you have above the filters. Triggers themselves are always in OR, and people would be filtered against the filters as soon as they have an activity logged in their activity log that matches with the trigger the campaign is listening for. You first determine what your campaign should be listening for (set that as trigger(s)), and then what filtering conditions those people who qualify for the set trigger should be filtered against (set that as filter(s) with apt logic).

[Jo_Pitts1]

@Hoppers13 ,

If I'm reading this right, you want all three of the filters to be AND correct?

If so, you don't need advanced filters.  Just set the whole thing to ALL filters.

Triggers (if you have multiple) are always an implied OR however, triggers and filters are always an implied and. i.e. If the trigger happens AND (my filters are met) then do the flow steps.  I prefer to view them as independent however (i.e. the trigger happens, now evaluate my filters).

If you consider your one trigger and three other filters and assume you've got them set to ALL filters, it'd be like saying

Did this trigger happen? Trigger: Enquiry is Updated and has the constraint met.  

That happened so now evaluate the filters

Has Reservation is False AND CustomerIsMyRedrowMember is True AND Not Visted the redrow page in past 30 days

Did all get met?  If so, now do flow steps

[Darshil_Shah1]

---

Triggers aren't really an implied OR (as per your and @Darshil_Shah1's statement).  if anything they are an implied AND.  i.e. If the trigger happens AND (my filters are met) then do the flow steps.  I prefer to view them as independent however (i.e. the trigger happens, now evaluate my filters).

---

Yep, I meant triggers themselves (i.e., in case of multiple triggers) work in OR, and if used with filters, they (filters) are applied to people who get an activity logged in the act log such that it is aligned with the trigger the campaign is listening for.

[Jo_Pitts1]

@Darshil_Shah1 , while you were typing in your reply I was editing my post.  We've both arrived at the same point of clarity 🙂

[Darshil_Shah1]

Thank you, @Jo_Pitts1! So glad we're aligned. 🙂

Hopefully, @Hoppers13 has got some idea/clarification he's been looking for.

[Hoppers13]

okay, so, latest update after I discussed this with my team...

we switched up to the above trigger (added new value as the constraint), but now, our Custom object triggers aren't available to select in that dropdown. I wanted to choose two variables as before, either, or. 

[Darshil_Shah1]

Well, as long as the CO update activity in the person's activity log matches with what you have your tigger, i.e., CO record's EnquirySalesTimescales field gets updated and new value is what you have in your trigger's New Value constraint, the campaign would get fired and the person would flow through the campaign flow given that they also meet the rest of the fitlering criteria in the campaign's smart list.

We have a trigger campaign listening for CO update with the New Value constraint in one of our instances, and I don't see the values showing up in the New Value drop down either, but the campaign works fine (Marketo likely isn't able to look-up the different values the CO records have on them, at least as of this writing). I'd recommend you set the New Value constraint, activate the campaign, and test it to validate this on your end too. 🙂