Data Value Change does not apply to new leads | Community
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Jason_Scott
Level 4
March 24, 2016
Question

Data Value Change does not apply to new leads

  • March 24, 2016
  • 2 replies
  • 5358 views

I've noticed when a new lead fills out a form the data on the form is not considered a data value change.  Which means I can not run smart campaigns or smart lists with "data value change" for these leads.

For example a new lead fills out a form and they select "yes" for 'widget a'.  We then trigger an email when 'widget a' data value changes to "true".  The trigger is only working when the lead is existing, not new.  Does Marketo not see the data value change with existing leads?  Have you experienced this?

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2 replies

Grégoire_Miche2
Level 10
March 24, 2016

Hi Jason,

You are correct, data value changes are only for field updates that occur after change.

Use 2 triggers and 1 filter:

  1. Trigger: Data value changes. Attribute = widget a
  2. Trigger: lead is created
  3. Filter: widget a = Yes

This will fire both on lead creation and field update, when the field is set to Yes.

-Greg

Jason_Scott
Level 4
March 25, 2016

We'll give this a try.  Thank you!

Robb_Barrett
Level 10
March 26, 2016

I like "Fills Out Form" better than "Lead is Created" or "Data Change." It registers a few seconds after the lead is created, and sometimes it needs those few seconds to recognize the initially populated values.

Robb Barrett
Lynn_Ray_Pardo
Level 4
September 26, 2018

Thank you sooo much!! Robb! This is also huge aha!

I am so grateful for all of you!

Lynn