Smart List Triggers for New and Existing Leads | Community
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Traffic_Agency
Traffic_Agency
Level 2
August 22, 2018
Question

Smart List Triggers for New and Existing Leads

  • August 22, 2018
  • 1 reply
  • 2106 views

Hello,

I am looking for a way to set up a smart list to trigger a response email based on if someone already exists in Marketo or if they are new. The existing members will be prompted to update their profile and subscription preferences while the new members will be asked to complete their profile and enter their subscription preferences via email. I've seen a somewhat similar situation with a solution, but am not sure if it will work the same way.

Smart List trigger for initial field population

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1 reply

Jim_Thao7
Jim_Thao7
Level 8
August 22, 2018

If it's the same campaign, do the evaluation in the flow as a choice.  If "Person was Created" in past "30 minutes" <--- choose whatever you like here in terms of time, then send new user email.  Default is to send the existing lead email.

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