6 Replies Latest reply on Jun 1, 2016 10:31 AM by 266419c8bfde63d9bea71ef1a852d9636eaa647d

    Can you trigger on score changes 24 hours ago without a wait step?

    Jon Wu

      I currently have a smart campaign to send emails 1 day after a score field on a lead changes.

       

      It looks like this:

      • Trigger on score change and filter out some leads
      • Wait 1 day
      • Remove leads from the campaign that shouldn't qualify (again, in case they now meet the filter)
      • Send email

       

      Instead of waiting a day, can I trigger on score changes that happened 24 hours in the past (or 24-25 hours in the past)? The issue with the wait step is that if I only allow people to enter the campaign once or every ___ days, I have a bunch of people who enter the campaign, then get removed from it before I send them any email. If I can avoid the initial wait step, I'll guarantee that everybody in the drip campaign gets at least the first email.

       

      I've seen that you can trigger on score change and have a date range, but this isn't working for me:

       

      TRIGGER: Score is Changed

      Score Name Is AllScore

      Change is +1

      Date of Activity in past 25 hours

       

      FILTER: Not Score was changed

      Score Name is AllScore

      Date of Activity in past 24 hours

       

      The intent is to find people where AllScore was incremented 24-25 hours ago, but to exclude people who have had their score increased in the past day. Should this work?

       

      It's also not quite ideal to to use the above logic even if it did work because if somebody had constant activity and score changes, we wouldn't let them into the campaign. Therefore is there another way to solve the overall issue where we let people into a campaign, then exclude them, then they can never get the email that was tied to the campaign?

        • Re: Can you trigger on score changes 24 hours ago without a wait step?
          Grégoire Michel

          Hi Jon,

           

          Use a "score was changed" filter with a "not score was changed" one:

           

           

          Set the lead so that they cannot enter it more than once or more than once a day.

           

          Run is every hour. I used a 24-26 hours interval to make sure that you do not miss any lead even if the campaign starts a few minutes late.

           

          -Greg

            • Re: Can you trigger on score changes 24 hours ago without a wait step?
              Jon Wu

              Thanks Greg. This makes sense and i think that would work.

              I was intrigued that I could define a trigger like this, but from a technical / backend perspective it doesn't make a lot of sense to be able to trigger on events in the past:

              Screen Shot 2016-05-26 at 9.05.44 AM.png

              Does this just not work in general?

               

              I'm an engineer and I've been reviewing our campaigns set up by marketing in the past few days. I saw that we use smart campaigns in the way I've described to send a small number of drip emails.

               

              Are we missing out by not using engagement programs? It feels like the programs offer some flexibility of cadence, pausing, and periodic scheduling at a given time, however it seems like most of this is possible with a smart campaign - maybe with a little more work. On the flip side, it seems like a potential downside of engagement programs is the fixed schedule. If I trigger a smart campaign from an event the user did, I can email them again around the time of their activity - a time that individual might like to shop at. I don't think you can do this in an engagement program.

               

              Does that understanding seem right?

               

              Thanks for your help!

                • Re: Can you trigger on score changes 24 hours ago without a wait step?
                  Grégoire Michel

                  Hi Jon,

                   

                  In fact, by design, a trigger cannot be in the past, it has to fire immediately, or it is no longer a trigger

                   

                  With regards to EP's vs regular campaigns this is a completely different topic, and you should probably open it in a different post to maximize the answers you will get.

                   

                  Basically, you get it right. another advantage of EP streams, is that it is very easy to add/remove content without to have to take a risk with wait steps and doing tricky things to control whether or not a lead has already received a content.

                   

                  -Greg

                  1 of 1 people found this helpful
                • Re: Can you trigger on score changes 24 hours ago without a wait step?

                  Can you actually run this every hour? When trying to set this up, I saw you could only schedule daily at most.

                   

                  We could make 24 separate campaigns, but then exclusion wouldn't work (and that would suck).

                • Re: Can you trigger on score changes 24 hours ago without a wait step?
                  Josh Hill

                  Why can't you just use a daily batch or hourly as Greg suggests?

                   

                  Score Was Changed: Lead Score Change=+1 in Past 24 hours

                  Filters

                  Send Email

                   

                   

                  btw, Data Value Changes is a better trigger, even for Lead Score in most cases.

                    • Re: Can you trigger on score changes 24 hours ago without a wait step?
                      Jon Wu

                      Greg's suggestion was good. I think trying to trigger on stuff in the past just doesn't work and really shouldn't be an option. The thought of "triggering" based on past things doesn't make much architectural sense anyways.

                       

                      Curious why is data value changes a better trigger? For us, the limitation is that we automatically decrease the lead score that I'm watching to track recency. We need to ensure that only positive changes kick campaigns off. We'd really like to say trigger on positive score change, but we currently only increment by +1 so change = +1 works fine for now.

                       

                      Also if you have any tips or insight about my engagement question above I'd love to hear it. It's more thinking, now that I know how to do what I was trying to do, am I actually using the right tool for the job?