I have setup a smart campaign. If a user fills out a form AND also visits another distinct web page then I want to send them an email. The form is working fine and munchkin is recording visits correctly to this page.
However, the web page visit is being ignored by the Smart Campaign and the email is being sent to people who do not visit the other page. This is what it looks like:
Would be grateful for any help or advice!
In this case,two triggers will not be happen at same time.
- If you want to send an email after filled out form trigger,you would change 'Visit Web Page'(Orange) to 'Visited Web Page'(Green).
- If you want to send an email after visit web page trigger,you would change 'Fills Out Form'(Orange) to 'Filled Out Form'(Green).
But I don't know why marketo ignores second trigger without any warning in this case.
Triggers are by default OR. With your current structure if any lead fills out form or visits webpage your lead will qualify to execute defined flow step.
You can create a smart campaign -
Fills out form = Free Video Form
(Add Constraint) Webpage: Define the webpage on which form is sitting
If you need to consider both the parameters i.e. if lead fills out form AND visits webpage then create a recurring batch campaign. To keep track of all the leads you can also create smart list which would say filled out form is Free Video Form AND Visited Web Page = XYZ
The way I would do it is have both of the triggers he has right now and also add filters for Filled Out Form and Visited Web Page. That way, it'll work regardless of the order the activities are logged.
I've noticed sometimes activities that happen within seconds of each other are not logged in the correct order, so this is more for that.
Of course, if you want to check for activity in a particular order (form fill THEN web page visit), you set the trigger for the second activity and the filter for the first.
I was thinking the same thing, I wasn't sure if both should be used as triggers and filters, but a good way to cover all bases.
You need to have a trigger and a filter - I'd have the form fill as the trigger and then the web page visit as the filter. Triggers are always 'OR'. But a trigger and a filter is AND, and then the additional filters can be chosen how you like if you want to add more than one filter.
Hope this helps?
As folks on this thread have already described, it depends on what order of operations you're looking for. A trigger is an individual event that will cause the campaign to execute. As mentioned already, if you have more than one, it is an OR situation.
So, here's your choices:
So, based on what you described, my guess is you want the first option.
Actually none of these solutions will work well because it sounds like you want them to Fill Out the Form and THEN hit the Success page.
First, why is this necessary? Is the page supposed to display after the Form Fill? There is no need to have a secondary filter or trigger in this case.
Second, your Visits Web Page may need to use "CONTAINS" to capture the page, but this isn't really the issue.
Third, you should almost always use Fills Out Form X on Page Y otherwise you risk setting off the trigger if this form is used elsewhere. Maybe not always the case here, but it could be.
Fourth, the solution with Fills Out Form AND Visited Web Page X means that these things have to BOTH be true at that moment, which they may not be. Your trigger won't be guaranteed.
Here's what I think you are really looking for:
Try that out if this is truly the order of events you want to use.
Why can't he set the trigger for "Visits Page" and have a filter for "Filled Out Form X (on Page Y if applicable) in past 5 minutes"? The way I see it, that would do exactly what he's trying to do without needing to request a second smart campaign with a wait step.
If you wanted to have logic to do the following,
"If a user fills out a form AND also visits another distinct web page then I want to send them an email."
Then, the smart list criteria you have shown here is 'incorrect'.
These 'orange' blocks are 'Triggers' and not 'filters'.
If you notice at the top, it says 'Use all FILTERS". It does not say 'Use all TRIGGERS'. What I mean to point out is that as several people already said above, Triggers are 'always' OR. ANY trigger specified, triggers the smart campaign.
Trigger on one of these criteria and use filter for other.
For a normal workflow a lead will go through, what is the order in which she will go through?
Will she fill the form and then visit the web page?
she will visit the web page and then 'click some thing' and go to form and fill it?
What trigger happens last among these 2?
Use the action that will happen 'later' as 'Trigger' and the other as 'filter'.
And that will work.
If you do other way, it might not work as you expect.
Hope this helps