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Coonic_Agency
Coonic_Agency
Level 2
January 10, 2018
Question

Using Filter & Trigger in Smart List, how it works?

  • January 10, 2018
  • 1 reply
  • 6052 views

Hey everyone!

Im new in Marketo and I have a doubt about using filters and triggers in a smart list to make a smart campaign!

I want to set up the smart list  and  the current smart campaign like that:

Trigger - Fills Out Form - Form is - PyraCloud Contact Form

Filter - Not fill out Form - is - Request Demo Form

My idea is to send an email for those Leads who fill the PyraCloud Contact form and made the download of the ebook, but they didnt finish the flow and they didnt go on to the CTA of the ebook that is redirecting to the Request Demo Form. That is why I pretend to send an email with the CTA of Request demo Form for those Leads.

I dont know if I have to set up the smart campaign with other filters or triggers like "visits web page" or "not clicked link on web page".

If anyone can help me I would appreciate it so much!

Thaaanks!

    1 reply

    J
    Julz_James
    Level 8
    January 10, 2018

    Hi,

    You have to remember first off that if you're using Triggers and Filters in a smart campaign the logic is always AND between the Trigger and Filter.

    So you're logic says 'Filled out PyraCloud Contact Form' AND 'NOT Filled out Request Demo Form'.  Is that what you're trying to track?  The problem with this is that if you're triggering off the PyraCloud Contact Form and unless they've filled out the Request Demo Form before they filled out the PyraCloud Contact form it will always trigger because its an instant trigger. 

    You might be better using a Filter of 'Not Clicked link' if you are saying the flow is that they have to click the CTA on the go to the Demo Request form.

    It might also make sense to write the flow between the two forms out more clearly, I might be able to help more.

    Thanks

    Juli

      Coonic_Agency
      Coonic_AgencyAuthor
      Level 2
      January 10, 2018

      Thank you sooo much Juli!

      I only have a problem with that, when I try to put the link of the web page, appears an erro, like that:

      Do you know how to fix it?

      Thanks a loooot!

      Maria

      J
      Community Advisor
      JDNelson1Community Advisor
      Community Advisor
      January 10, 2018

      is this a live/published/public page that has munchkin? Not sure if this is the far left of the url, but can you confirm there is no as well?

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