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Mikes_Jones
Mikes_Jones
Level 7
October 3, 2017
Question

{{lead.Form Fill Out:default=edit me}}

  • October 3, 2017
  • 1 reply
  • 4077 views

What does this token actually do? I though it would populate the last form a lead filled out, but after testing it about a dozen times it keeps bringing up an older form - so does this token populate the first form a lead has filled out?

I'm trying to create a master lead assignment campaign that sends out a master alert with a subject line of "New Lead: {{lead.Form Fill Out:default=edit me}}" unfortunately it's not working how I imagined - perhaps there's another token that could help?

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1 reply

SanfordWhiteman
SanfordWhiteman
Level 10
October 3, 2017

This token populates when you populate it, i.e. with the {{Trigger.Name}} token in a Fills Out Form trigger.

Mikes_Jones
Mikes_JonesAuthor
Level 7
October 4, 2017

Here's my setup @Sanford Whiteman​

Smart List: Fills Out Form is ANY

Flow: Sync Person to SFDC

  • If State is ABC sync to LeadOwner1
  • If State is XYZ sync to LeadOwner2

Right now we're doing lead assignment campaigns at a per-program level, which was fine in the beginning when we didn't have as many programs but now it's starting to become a real problem. For Example, if the State's are remapped, I have to go back to every single active program and modify each campaign, or if LeadOwner2 leaves and LeadOwner3 comes in, I have to go back and remap that as well.

What's the best way to set up a Master Lead Assignment smart campaign?

SanfordWhiteman
SanfordWhiteman
Level 10
October 4, 2017

This sounds like it should be a new thread.

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