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J
Jarron
New Participant
July 29, 2021
Solved

Boolean field values not working as smart campaign triggers

  • July 29, 2021
  • 2 replies
  • 3526 views

Hi,

 

I'm using a custom boolean field with the 'checked' option on our forms so people can opt-in into receiving our marketing emails. 

 

However, no matter what triggers I use, the smart campaign doesn't work using these values below (FYI, I'm using the 'any' filter rule): 

 

 

I think it's because the submitted values are defaulting to the string value of "1" or "0" rather than "true" or "false".

 

What is a workaround for this? 

 

Thanks!

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Best answer by SanfordWhiteman

Boolean fields are represented using true or false keywords in Smart Lists.

 

In other contexts, they are exported as the strings “yes” and “no” or the strings “1” and ““ (the empty string). But in a Smart List — there’s only one way to check and that’s against the dropdown true/false. So something else must be going on, it’s not the value.

 

What trigger are you using here? (Those are filters.) If you build a standalone Smart List with the filter on true, can you show a lead with the value checked in the Marketo UI that doesn’t qualify for the SL?

2 replies

Oz_Platero
Oz_Platero
New Participant
July 29, 2021

Hello @jarron ,

You mentioned triggers in your post, but show pictures of filters in your post.

 

If  you want to trigger off it maybe use something like

  • Trigger: Fills out form X (or whatever you need like form name contains, etc)
  • Filter: Email Subscription opt-in = True

 

Side note:

  • A net new record that fills out a form and gets created as a result of filling out the form and selects True for that field or any form fields you have will not register a Data Value change (since there was not a value in that field before because the record is brand new).

Thanks,

oz

    J
    JarronAuthor
    New Participant
    August 2, 2021

    Thanks - it now works using triggers rather than filters!

    Oz_Platero
    Oz_Platero
    New Participant
    August 2, 2021

    Great. Glad my suggestion for triggers  solved it.

    SanfordWhiteman
    SanfordWhitemanAccepted solution
    New Participant
    July 29, 2021

    Boolean fields are represented using true or false keywords in Smart Lists.

     

    In other contexts, they are exported as the strings “yes” and “no” or the strings “1” and ““ (the empty string). But in a Smart List — there’s only one way to check and that’s against the dropdown true/false. So something else must be going on, it’s not the value.

     

    What trigger are you using here? (Those are filters.) If you build a standalone Smart List with the filter on true, can you show a lead with the value checked in the Marketo UI that doesn’t qualify for the SL?

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