Triggers and Filters: Which to Use When | Community
Skip to main content
A
Anonymous
August 1, 2013
Solved

Triggers and Filters: Which to Use When

  • August 1, 2013
  • 4 replies
  • 2476 views
Hi,

I am creating a smart campaign for form submissions for a promo I am running.  I was just curious about the difference between using a filter vs a trigger for the action "fills out form."

Which should I use and when? Does it make a difference?


Thanks!
This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.
Best answer by
If you want flow steps to execute immediately at the time a form is completed, you should use a trigger. If you want the flow to execute after-the-fact to leads who previously completed the form, use a filter.

4 replies

A
Anonymous
Accepted solution
August 1, 2013
If you want flow steps to execute immediately at the time a form is completed, you should use a trigger. If you want the flow to execute after-the-fact to leads who previously completed the form, use a filter.
Michelle_Tizian
Michelle_Tizian
Level 10
August 1, 2013
I use the trigger for form fill, that way I get to see who fills out the form right away.  The other way is batched schedule.  The only reason why I'd do the latter is for our data associate so she can keep up with the flow of new leads and having to reformat the entries. 
A
Anonymous
August 2, 2013
The filter will have to run as a batch; you might check every hour, for example, for new form submissions and then run your workflow.  The trigger will listen and act immediately.

Filters are somewhat easier on your system load, so better to use when convenient.
A
Anonymous
August 2, 2013
Thank you all so much for your responses to my question!  I now understand the difference.

Best,

Jen
Terms & ConditionsAccessibility statement

Loading footer...