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Paul_Johnson
Paul_Johnson
Level 4
April 19, 2016
Solved

Trigger When enters Smart List

  • April 19, 2016
  • 2 replies
  • 3917 views

Hello!

Is there anyway to create a trigger when a lead becomes a member of a smart list? I'm having a hard time triggering a campaign to be sent out because all the changes made to the lead happen before they enter the smart list. I hope this makes sense!

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Best answer by Grégoire_Miche2

Hi Paul,

Use the triggers:

  • Added to opportunity. Is will enable you to fire a campaign when the lead is first added to the opportunity
  • Opportunity is updated. It will fire when one of the opportunities a lead is attached to is updated (You will have to tell Marketo which opportunity field was updated. If you need more than 1 field, add this trigger many times).

You will be able to add the same constraints as you have above.

-Greg

2 replies

A
Anonymous
April 19, 2016

You can use the trigger program status has changed, and the new status is "X"

Grégoire_Miche2
Grégoire_Miche2
Level 10
April 19, 2016

Hi Paul,

In fact, no, you cannot trigger on the fact that a lead enters a smart list. But you can trigger on the activities that are the same as the one use to filter leads in your smart list.

If you copy a screen shot of your smart list filters, we may tell what triggers to use.

-Greg

Paul_Johnson
Paul_JohnsonAuthor
Level 4
April 19, 2016

Thank you!

The goal here is to send out an email when the opportunity is marked as one.....as long as either it doesn't need approval from a manager or it has been approved by a manager.

Grégoire_Miche2
Grégoire_Miche2Accepted solution
Level 10
April 19, 2016

Hi Paul,

Use the triggers:

  • Added to opportunity. Is will enable you to fire a campaign when the lead is first added to the opportunity
  • Opportunity is updated. It will fire when one of the opportunities a lead is attached to is updated (You will have to tell Marketo which opportunity field was updated. If you need more than 1 field, add this trigger many times).

You will be able to add the same constraints as you have above.

-Greg

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