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Anonymous
February 12, 2018
Question

Consent to process logic

  • February 12, 2018
  • 2 replies
  • 2769 views

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

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2 replies

keithnyberg
keithnyberg
Level 7
February 12, 2018

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

SuccessFlow_Acc
SuccessFlow_Acc
Level 1
February 13, 2018

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 -

Thank you

Gabby

Dan_Stevens_
Dan_Stevens_
Level 10
February 13, 2018

"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?:

Josh_Hill13
Josh_Hill13
Level 10
February 12, 2018

What does the log say?

Are these leads existing?

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