9 Replies Latest reply on Dec 11, 2015 12:21 PM by Malik Zafar

    Using Filter & Trigger in Smart List

    Malik Zafar

      Just wanted to confirm,

       

      Is it okay to use a Filter & Trigger in a Smart List?

       

      I'm setting up a new set of Lead Scoring currently, and for the current smart campaign I want:

       

      Trigger - Fills Out Form - Form is Any

      Filter - Member of SFDC Campaign is _______

       

       

      Essentially, I want to be able to filter for anyone who fills out a form BUT is also a part of a specific SFDC campaign, since they will be receiving a different type of lead score, separate from the default Marketo scoring.

       

      Thanks!

       

      EDIT: I'm pretty sure this is okay, I just want to make sure Marketo takes both those requirements into consideration and not just one or the other.

       

      EDIT 2: Also, kind of unrelated but .... can you score someone based on whether or not they click on a PDF link? I'm not sure since I know PDF don't hold Munchkin ID.

       

      Thanks again.

        • Re: Using Filter & Trigger in Smart List
          Grégoire Michel

          Hi Malik,

           

          Yes, this is OK.

           

          In this case, the trigger will only fire if the filters are validated for the lead.

           

          So it will exactly do what you want to do with your fills out form trigger together with a member of campaign filter.

           

          By the way, if you have more than 1 filter, the smart list rule logic will only apply to the filters. For the triggers, whatever rule logic you set, the OR will be applied.

           

          -Greg

          2 of 2 people found this helpful
          • Re: Using Filter & Trigger in Smart List
            John Clark

            Hi Malik,

             

            As Greg said, Yes, this will work for you.  I wanted to also clarify a couple points.

            The trigger in your smart list will always fire first, and the leads will then be qualified based on the filters you have set.  Also, like he said, the triggers are always independent of one another.  If you have three triggers then a lead could fire any one of them, but they would still have to qualify for the filters and logic you have set up.

             

            John

            2 of 2 people found this helpful
              • Re: Using Filter & Trigger in Smart List
                Malik Zafar

                Thanks John, can you clarify that last part?

                 

                @ said "For the triggers, whatever rule logic you set, the OR will be applied."

                 

                And from I take from your last point, are you saying that you can still use the "AND" logic when using multiple triggers, or did I read that wrong?

                  • Re: Using Filter & Trigger in Smart List
                    Grégoire Michel

                    Hi again Malik,

                     

                    John's point is that the triggers are independent, meaning you cannot have and AND between triggers, as if 2 triggers had to fire together.

                     

                    -Greg

                      • Re: Using Filter & Trigger in Smart List
                        Malik Zafar

                        Hello,

                         

                        What is the logic behind using a filter and trigger in a smart campaign?

                         

                        I set up a smart campaign:

                        Trigger:Owner Changes is not _____
                        Filter: Filled out form is ______

                         

                        However, it looks like multiple campaigns were triggered when I assigned a lead a new lead owner, so I'm guessing that this does not work. Can you confirm?

                          • Re: Using Filter & Trigger in Smart List
                            Grégoire Michel

                            Hi Malik,

                             

                            This will trigger for any lead which owner just changed except if the new owner is the value you set in the trigger. But the flow will run only iof this lead has filled out the forms listed in the filter.

                             

                            Now, I do ont know what you are trying to do, so I cannot tell if this is the right way to do it

                             

                            -Greg

                              • Re: Using Filter & Trigger in Smart List
                                Malik Zafar

                                So here's the issue.

                                 

                                We have 5 different contact forms on our website - one main, and 4 for each office location.

                                 

                                Each form has a smart campaign that triggers when that specific form is field out, this is working fine.

                                 

                                We also have a "lead transfer" smart campaign for each form. The issue is, I have the smart campaign set up as:

                                 

                                Capture2.PNG

                                 

                                The problem is, when I transfer a lead, it also triggers this smart campaign:

                                 

                                Capture3.PNG

                                 

                                I am testing this with a test lead. The test lead has also filled out the second form in the past, so I'm guessing it's triggering it again. Is there a way to restrain the other smart campaigns so that when a lead is transferred, it only fires for the particular form they filled out instead of firing for every form they've filled out? I hope that makes sense.

                                 

                                EDIT: Also, just to add in, the lead transfer smart campaigns are set so each lead can run through it more than once.

                                 

                                EDIT 2: It looks like adding the below restraint helps a bit:

                                 

                                Capture4.PNG

                                 

                                I added the constraint to the rest of the lead transfer smart campaigns as well. However, in the case that a lead fills out more than one form on a particular day, it will trigger each of those smart campaigns when a lead is transferred. Still wondering if there's a better solution - we could use just filters and not triggers, but that does cause a bit of delay when communicating to sales.