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haliddelkic
Level 3
June 20, 2017
Solved

Activate trigger campaign based on data value change to a specific form field

  • June 20, 2017
  • 2 replies
  • 7618 views

Hi there,

I’m looking for a way to activate a trigger campaign based on a data value change, to a single field, as a result of a form submission.

Here is a scenario to clarify what I’m looking for in a possible solution. Any advice or real-world examples are welcome.

Known lead completes Form A, and populates Field A with Option A.

n.b. Field A is a standard Contact Me field which appears on live forms across multiple campaign landing pages at any one time.

On their next response the same lead submits Form B, but populates Field A with Option B.

I want to be able to set up a trigger campaign to identify, in real time, when this change happens in order to trigger a flow task.

I tried combining Data Value Changes trigger (e.g. Field A New Value = options A, B or C) with Filled Out Form filter = Form B.

This doesn’t quite work as Field A new value may be updated from a different form altogether that is not in this equation but would still meet the above criteria.

Ideal solution (at least in this instance) would be in a Smart Campaign to select Form B in a Fills Out Form trigger and have an option under Add Constraint to specify which changes to listen out for, before progressing the lead into the Flow section.

Or even if it was possible to set the criteria for a lead to meet both Data Value Changes and Fills Out Forms triggers before continuing.

As it stands these options don’t exist.

Any thoughts?

Thanks in advance,
Halid

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Best answer by Grégoire_Miche2

Hi @Halid Delkic ,

Use a "data value changes trigger", using the following constraints:

  • Attribute: Field A
  • new value is option B
  • Source is Web form fillout
  • Reason contains [URL of the landing page containing the form]

Works also with filters. Ex :

-Greg

2 replies

Josh_Hill13
Level 10
June 20, 2017

Why can't you do


Fills Out Form X

Field X=A OR B

if A, then do X

if B then do Z

haliddelkic
Level 3
July 3, 2017

This wouldn't work as field X may already be populated by an A or B value from a previous form submission.

Grégoire_Miche2
Grégoire_Miche2Accepted solution
Level 10
June 20, 2017

Hi @Halid Delkic ,

Use a "data value changes trigger", using the following constraints:

  • Attribute: Field A
  • new value is option B
  • Source is Web form fillout
  • Reason contains [URL of the landing page containing the form]

Works also with filters. Ex :

-Greg

haliddelkic
Level 3
July 3, 2017

Perfect, many thanks Greg. This is exactly what I was looking for.