5 Replies Latest reply on May 19, 2015 1:59 PM by Justin Norris

    Smart Campaign triggers question

      I need to trigger a welcome email for all EXISTING leads for whom "platform user" value is changed to TRUE.

       

      However, I also need to trigger this email for all NEW leads for whom I import with "platform user" value as TRUE. The data value changed to will not apply to these folks as their platform user value will be set to TRUE from the get-go and not changed to TRUE. Also, I can't send this email to all new leads as they are all not platform users.

       

      I'm picturing this:

       

      Data Value Changes

      Attribute: Platform User

      New value: true

       

      OR

       

      Lead is Created

       

      AND

       

      Platform user = true

       

      So this would be 1 or (2 and 3)

       

      However, the advanced filters option remains inactive (grayed out). How can I accomplish my goal?