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Risako
Level 2
January 15, 2025
Question

Smart list Settings

  • January 15, 2025
  • 2 replies
  • 863 views

Hi, I'd like to know Smart list Settings.

 

The following settings did not move the flow even though the conditions were met. Is it possible to set the filter and trigger at the same time?

 

Also, the following settings made the flow work even if the conditions were not met.
This one is set up with AND conditions. In the case of a trigger, does it change to an OR condition?

 

Thank you!

2 replies

Balkar_Singh
Community Advisor and Adobe Champion
Balkar_SinghCommunity Advisor and Adobe Champion
Community Advisor and Adobe Champion
January 15, 2025

The first snapshot means that the person will qualify when a change in value occurs for the field "Department" AND if the person has filled out the defined form in the defined past duration.

The second snapshot means that the person will qualify if the person fills out the defined form, or the department changes, based on the condition listed.

There could also be smart campaign settings to qualify people every time, once a day, once a week etc. If it's not set to qualify every time, the person will not qualify for the smart campaign if the person has already qualified once, even if they meet the criteria.

The logics AND/ALL/Advanced only apply to filters. Triggers qualify people as they happen.

Does this help clarify?

    R
    rahul-8
    Level 1
    January 17, 2025

    Hi  @risako 

    Triggers and Filters: The Interaction

    1. Triggers always act as an OR condition in relation to each other within the same flow step

    2. Filters within a Smart List or flow step act as AND conditions by default.

    3. The combination of a trigger and filters is essentially an AND operation.

     

    Why your flow might be behaving unexpectedly:

    Confusing Triggers as AND: You might be expecting both triggers to be required, but they are OR. If you need both actions to occur, you would need to create a more complex flow, potentially using wait steps or other logic.
    Filter Logic Errors: Double-check your filter logic. A small typo or incorrect operator (e.g., using "is not" when you meant "contains") can cause unexpected results.
    Data Issues: The data in your system might be incorrect or incomplete. If someone's Job Title is missing, they won't meet the "Job Title contains 'Director'" filter, even if they should.
    Overall: Triggers are OR to each other, filters are AND to each other, and the combination of a trigger and filters is an AND. Understanding this is key to building effective Smart Lists and automation flows.

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