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A
Anonymous
November 27, 2015
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Two Data Value Changes in Smart List Rule

  • November 27, 2015
  • 1 reply
  • 2557 views

Hi All,

We have a scenario wherein an email needs to be sent out to leads only if both, their Last Names and their Company Names values change.

To achieve this, I created a smart campaign. Set two Data Value Changes Trigger Filter :

First : Data Value Changes with Attribute - Last Name

Second : Data Value Changes with Attribute - Company Name

I also have the filtering mode set to - Use ALL Filters.

However, while testing ; it seems leads receive email even when only the Last Names change and not when both of them happen together.

Could you guys help me out with what am I doing wrong here? What will be right Smart List rule to set up in such a scenario to achieve the desired result ?

Thank You all !

Prabash Rath.

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Best answer by Grégoire_Miche2

Hi Prabash Rath,

Add 2 triggers

  • data value changes, field = last name
  • data value chages, field = company name

and 2 filters :

  • data value changed, field = last name, time frame = past 10 minutes
  • data value changed, field = company name, time frame = past 10 minutes

Then make sure you have a "All filters" selected in you smart rule logic.

-Greg

1 reply

A
Anonymous
November 27, 2015

Try using a trigger for the first field and filters for all of the other fields you want to change as well.

A
Anonymous
November 27, 2015

Hi,

I set a trigger for Data Value Changes for 'Last Name' and then Filter type : Data Value changed for 'Company Name' in my Smart List rule.

It does not send the email when only the Company Name is changed. However, it sending out the email in Flow when only the Last Name is changing while the Company Name remains the same.

What am I doing wrong here ?

Thanks !

Prabash Rath.

Grégoire_Miche2
Grégoire_Miche2Accepted solution
Level 10
November 27, 2015

Hi Prabash Rath,

Add 2 triggers

  • data value changes, field = last name
  • data value chages, field = company name

and 2 filters :

  • data value changed, field = last name, time frame = past 10 minutes
  • data value changed, field = company name, time frame = past 10 minutes

Then make sure you have a "All filters" selected in you smart rule logic.

-Greg

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