4 Replies Latest reply on Feb 13, 2018 4:31 AM by Dan Stevens

    Consent to process logic

    Gabby Fajfer

      Hi All,

       

      When Marketo support doesn't come back with solution you know its time to bring it to Community...

       

      I created 3 fields to gather consent:

      consent to process (Boolean field)

      consent data and time (datetime field)

      consent note (text field)

       

       

      Logic is :

      Trigger - data value change consent to process -true

       

      Flow action : change data value for consent date time With {{system.dateTime}}

                           change data value :if form fill out is any consent note update with {{lead.Registration Source Info}}

       

      I created form including consent to process field, but it doesn't work. Form also contain marketing opt in field and same logic as consent. None of the fields which have those tokens updates fields consent date time consent note.

       

      Weird thing is that I have preference centre running on the same logic and it does work for preference centre but not for consent or marketing opt in.

       

      Do you guys have any advices ? maybe you have better logic to gather consents on your forms?

      Gabby

        • Re: Consent to process logic
          Keith Nyberg

          Hey Gabby,

          Can you clarify the issue that you are seeing? Is it that your smart campaign is not being triggered by the boolean data value change? Or is the boolean token not working with you try to add to consent notes?

          Please elaborate so we can help ya. Also double check the schedule cadence to ensure the record can run through the campaign multiple times as opposed to once... if you're testing with the same record, that campaign restriction could be what is causing problems....

          Sincerely,

          Keith Nyberg

            • Re: Consent to process logic
              SuccessFlow Account

              Hi Keith,

              Thank you for your comment.

              Its smart campaign  not being triggered by the boolean data value change. Basically the form submission will trigger consent to processing field but not fields update in Flow section.

               

              thats the logic -

               

              Screen Shot 2018-02-13 at 10.19.16.png

              Screen Shot 2018-02-13 at 10.20.36.png

              Screen Shot 2018-02-13 at 10.20.48.png

              Screen Shot 2018-02-13 at 10.20.58.png

               

              Thank you

              Gabby

               

                • Re: Consent to process logic
                  Dan Stevens

                  "Data Value Changes" triggers do not work for new leads - only existing ones.  If you want to take this approach, you'll need to include a "lead is created" trigger, coupled with a DVC filter:

                   

                   

                  Or, why not just trigger this behavior whenever someone provides their consent as a result of submitting a form?:

                   

                  1 of 1 people found this helpful
              • Re: Consent to process logic
                Josh Hill

                What does the log say?

                 

                Are these leads existing?