Smart Campaign triggers question

Question

I need to trigger a welcome email for all EXISTING leads for whom "platform user" value is changed to TRUE.

However, I also need to trigger this email for all NEW leads for whom I import with "platform user" value as TRUE. The data value changed to will not apply to these folks as their platform user value will be set to TRUE from the get-go and not changed to TRUE. Also, I can't send this email to all new leads as they are all not platform users.

I'm picturing this:

Data Value Changes

Attribute: Platform User

New value: true

OR

Lead is Created

AND

Platform user = true

So this would be 1 or (2 and 3)

However, the advanced filters option remains inactive (grayed out). How can I accomplish my goal?

Anonymous · Accepted Answer

Advanced filters only apply to filters (the green ones). They don't apply to triggers (the orange ones). Triggers are always OR by default.

In the scenario you describe, what you're actually saying with two triggers and the one filter is "Data Value Changes (Platform User is True) and Platform User is True" or "Lead is Created and Platform User is True".

You can leave this on ALL filters. Although the filter won't actually have any impact on the Data Value Changes trigger, since that's already included in the constraint, you need it for the second one, and it doesn't cause any real harm by being there.

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