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Victor_Arieta
Victor_Arieta
Level 2
June 30, 2020
Solved

Score is Changed Trigger

  • June 30, 2020
  • 2 replies
  • 3800 views

Hi all, 

 

I'm trying to build a smart campaign to alert our Customer Success team when the person score experiences a change of either 20 or more OR -20 or less in a period of a week. Is the setup below correct or does the 'Change' constraint only considers score changes of 20 exactly? If the latter, how would I accomplish my goal with this campaign? Thanks!! 🙂 

 

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Best answer by Jay_Jiang

Because you're measuring over a period of a week, you need a new custom field, something like "Weekly score".

Create 2 new smart campaigns:

1: A batch campaign to write lead score to the weekly score field and schedule this to run weekly

2: A trigger campaign using Data value changes (don't use score is changed) with the weekly score field using logic "at least" to send out your alerts

2 replies

P
PhillipWi1
Level 9
June 30, 2020

This might be tricky. I believe as you have it, it will trigger based off a change of exactly +20. 

 

You could also use multiple triggers in the same smart campaign - as in, duplicate that filter, and change it to +30 (or the smallest increment a person could have). Then do that until you have it all the way up to your "top score", or whatever is reasonable.

 

I'm not sure how else you could do this without an external service. 

Jay_Jiang
Jay_JiangAccepted solution
Level 10
June 30, 2020

Because you're measuring over a period of a week, you need a new custom field, something like "Weekly score".

Create 2 new smart campaigns:

1: A batch campaign to write lead score to the weekly score field and schedule this to run weekly

2: A trigger campaign using Data value changes (don't use score is changed) with the weekly score field using logic "at least" to send out your alerts

    GerardoH26
    GerardoH26
    Level 2
    May 30, 2024

    Hi there, the problem with this solution is that if someone reaches the +20 in one day, it will only notify when the first batch campaign runs.

    SanfordWhiteman
    SanfordWhiteman
    Level 10
    June 2, 2024

    Answered in your other thread. In future, please don’t cross-post, thanks.

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