Trigger campaign when company name changes | Community
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A
Anonymous
September 18, 2013
Question

Trigger campaign when company name changes

  • September 18, 2013
  • 15 replies
  • 1921 views
I'm struggling to get a trigger to work. Basically I want the smart campaign to trigger when a contact is added to a certain company so I can run a flow to put that lead on marketing suspend. Right now I have it set up this way to catch leads when they are created for this account or when a contact is moved to this account from a different one:


This works when a new lead is created, but I cant get it to run the flow when I change the contact to this company in Salesforce.com. 

Any ideas?
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15 replies

A
Anonymous
September 18, 2013
Clone it and set up a new campaign removing the first step - lead is created.
A
Anonymous
September 18, 2013
@Angela I'm still not having any luck...
A
Anonymous
September 18, 2013
My first thought is if a lead is created and is new, the data value is not going to change so get rid of this trigger. I had this same issue and this worked for me. Also make sure you put the email may contain @blah blah company so do the company = blah OR email contains blah company. 

A
Anonymous
September 18, 2013
@ChristinaPappas Right, but I'd like to trigger the flow in both cases - any lead added to this account needs to have Marketing Suspend set to "true". 
A
Anonymous
September 19, 2013
So clone it and have 1 with Trigger lead created and company or email is blah. Then the 2nd smart campaign triggers when data value changes (again either company name or email). Try that. Since you cant do logic for triggers, you need to have separate smart campaigns.
A
Anonymous
September 26, 2013
I've tried to separate it so I have only the trigger for "Data Value Changes when the new value is xxx". This still doesn't seem to work. I'm working with support. Will report on what I find out. 
A
Anonymous
October 7, 2013
I am having the same issue as well.

Christina, you mentioned "My first thought is if a lead is created and is new, the data value is not going to change so get rid of this trigger"

Is this true? Will this trigger only work correctly for leads already in the system?
A
Anonymous
October 7, 2013
When a lead comes in, it comes in with data values in place. Nothing is 'changing' if you consider it that way. Make sense?
A
Anonymous
October 7, 2013
That makes sense, Christina!

So if i would want to trigger leads, both new and old, based on a value change what would my smart filter look like?

Thank you in advance!
A
Anonymous
October 7, 2013
Hey All, 

Here is the response I got from Marketo Support. Hope it helps:

--

With a contact, the Account is just a "lookup" and not an actual field associated with the contact. Because of this, there is never a company changed activity in the activity log. 

However, if you change the company name of a lead in Salesforce, that will trigger. 

One workaround would be to do this: 
Create a custom Boolean(true of false) field. 
Create a workflow in Salesfroce that triggers that field when the account is changed. 
Add a trigger that looks for that change in Marketo to your campaign. 
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