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A
Anonymous
April 25, 2013
Solved

Would like to use two triggers in a campaign

  • April 25, 2013
  • 8 replies
  • 3056 views
We are attempting a marketing preference center as an alternative to a full opt out. We have a subscription form where clients/prospects select a check box from a form to select that mailing as a preference AND in doing so sets a specific Mkto field to true from the form which then changes the data value in Salesforce. What I am finding is that I can not use two triggers in the campaign; Marketo seems to view these as OR. Wondering if anyone has any other suggestions?
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Best answer by
You can have two triggers work as "AND", rather than "OR" by adding their corresonding filters to the smart list and using the "Use ALL filters" option.  If either trigger fires, then the filters will ensure that only those leads that have both filters evaluated to true will progress to the flow steps.

8 replies

Amy_Lepre
Amy_Lepre
Level 6
April 25, 2013
What are the two triggers in your campaign? I'm onlly reading one. Maybe post a screen shot of your workflow here to make it easier for others to help you.
A
Anonymous
Accepted solution
April 25, 2013
You can have two triggers work as "AND", rather than "OR" by adding their corresonding filters to the smart list and using the "Use ALL filters" option.  If either trigger fires, then the filters will ensure that only those leads that have both filters evaluated to true will progress to the flow steps.
    A
    Anonymous
    April 25, 2013
    Thank you, Amy. This is what I have currently and is not working because triggers I have learned are read as "OR" and not "AND" as I would like. How else might this be written to achieve the AND result?
    A
    Anonymous
    April 25, 2013
    Since I am trying to narrow this down to when Macro Investing Insights becomes true when the form is filled out (two things happening at the same time), would the following work to limit this to a single trigger?


    Amy_Lepre
    Amy_Lepre
    Level 6
    April 25, 2013
    That would work. But overall, I'm wondering about your logic here. If that attribute (Macro Investing Insights) is mapped to SFDC then the value will already be true in both Marketo & SFDC. What else do you need to happen after someone fills out that form and selects that value? 
    A
    Anonymous
    April 25, 2013
    I wanted to update text in a field in Salesforce that tells users that this was "Subscribed by Contact."  I am making a distinction from a user making a selection.

    Amy_Lepre
    Amy_Lepre
    Level 6
    April 25, 2013
    That makes sense. :-)  Is it working for you now?
    A
    Anonymous
    May 2, 2013
    Thank you all for your help. It wasgreatly appreciated!
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