6 Replies Latest reply on Jun 10, 2015 3:09 PM by Josh Hill

    Adding trigger for "Source Detail" for smart campaign

    Evelyn Bozak

      Hi there, Im creating a smart campaign with both filters and triggers in the smart list. For the trigger, I need to pull in any leads that have downloaded specific gated content.

       

      1 Trigger: "Lead source" is "gated content" AND

      2. Trigger: "Source Detail" is "x"

       

      I am able to set-up #1 Lead Source trigger okay, but I cannot find #2 Source Detail trigger option. "Source detail" is a custom SFDC field for us. I only see Source Detail as a filter, not a trigger.

       

      Am I able to add custom SFDC triggers in the field management or elsewhere to pull in Source Detail Trigger into this campaign somewhere? Please advise.

        • Re: Adding trigger for "Source Detail" for smart campaign
          Jenn DiMaria

          If you need a trigger, you can try the "Data Value Changes" trigger, where the Attribute is "Source Detail" and the Constraint is "New Value EQUALS X". To filter, you can try "Data Value Changed" with the same Attribute and Constraint as the trigger.

           

          If you're still unable to pull the field, it could be read/write issue between SFDC and Marketo that your SFDC admin can fix.

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          • Re: Adding trigger for "Source Detail" for smart campaign
            Courtney Thomas (Marshall)

            Hi Evelyn,

            If I am understanding this question correctly, you have a smart campaign you want to fire off when someone has a data value change for the Lead Source field and the new value is Gated Content?  As an additional filter, they would also have to have the Source Detail defined?

             

            If this is the case, only number 1 above needs to be a trigger.  #2 can be a filter for Source Detail is "x".

             

            How the smart list works inside of a smart campaign is that the trigger pulls someone in and then to qualify for the smart campaign, they must meet all additional filter criteria.  If you look at the logic for the smart list, you actually can't define when the trigger should be applied.  The campaign smart list is ANY trigger step occurs AND logic to define how filters apply.  So if you had both 1 and 2 as triggers, either trigger step occurring would result in someone running through the smart campaign.

             

            Let me know if this doesn't answer your question.

             

            Thank you,

            Courtney

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            • Re: Adding trigger for "Source Detail" for smart campaign
              Jenn DiMaria

              Ah, yes, I misunderstood. What Courtney Thomas (Marshall) wrote above is correct. If you add two triggers, Marketo will read that as an OR statement and qualify leads that meet either condition. You are better off keeping one as a filter.

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              • Re: Adding trigger for "Source Detail" for smart campaign
                Dory Viscogliosi

                Evelyn Bozak one thing to keep in mind, similar to what Jennifer mentioned is that a trigger is an action. So the Lead Source would need to be changed (Data value change) or the record created with a lead source value of "gated content". Also, Triggers are always OR statements, so by having multiple triggers you're saying that either of the two things above could occur and your campaign would fire as long as the filters are met.

                 

                It might be better set up this way:

                 

                Trigger: Data value changes: Lead Source is Gated Content OR

                Trigger: Lead is created OR

                [Trigger: Data value changes: Source Detail] < I would only add this if you want the campaign to fire if someone's Source Detail changes but their Lead Source might not necessarily change. Depends on if that field is set each time or just on their first interaction

                Filter: Lead Source is Gated Content AND

                Filter: Source Detail is X

                 

                Hope this helps!

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                • Re: Adding trigger for "Source Detail" for smart campaign
                  Josh Hill

                  You need to bring in #2 as a green filter Source Detail=X


                  Triggers are OR only between them anyway and their Constraints are limited.

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