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J
Jay00031987-2
New Participant
June 25, 2020
Solved

Comparing two field in Marketo

  • June 25, 2020
  • 4 replies
  • 6696 views

Business need is to compare two fields and based on that update the lead score. Both fields are integer types and if both value are same that time need to update the lead score. Both field value are being updated from REST API call. 

What would be simplest way in Marketo to compare those fields and update the score?

 

Best answer by SanfordWhiteman

You need to use a webhook-based service to compare Integer/Score fields in Marketo (in general, fields are not comparable to each other within a Smart Campaign — as opposed to comparing a field with a known static value).

4 replies

Yaron_Meiner
Yaron_Meiner
New Participant
October 22, 2021

Guys, forgive me for being snarky here, not every day i get to challenge @sanfordwhiteman 's solution. i deserve a marketo award for this.

 

There is a way to compare fields with two smart Campaigns if the result here is to make sure two fields are not equal.

 

Let be field named XXX

Let there be two fields we want to compare: YYY,ZZZ

Smart Campaign #1

- trigger by data value changed to YYY,ZZZ and lead is created.

- Filter by criteria of your choice.

- Workflow: 

-- Change data value of XXX by the content of YYY

-- Wait 2 seconds.

-- Change data value of XXX by the content of ZZZ

Smart Campaign 2

- Trigger: Data value changed for XXX twice in the past minute.

- Filters: campaign #1 was requested

- Workflow - whatever you want to do if the fields are not equal

 

You can do the same thing with testing if fields are equal by adding a third campaign that is triggered by the first campaign after 10-15 seconds to make sure the lead is not a member of the second campaign but this is a bit convoluted and i didn't need it.

Jo_Pitts1
Jo_Pitts1
Community Manager
June 28, 2020

Jay,

I know @SanfordWhiteman hasn't mentioned a specific service, but FlowBoost is a fantastic service to use for the type of stuff you want to do (flowboost.tk/).   I'm guessing the reason he didn't mention it is because FlowBoost is his baby and I think the ToS stops him from mentioning his own work :).

Cheers

Jo

 

 

    BenjaminJacquet
    BenjaminJacquet
    New Participant
    June 26, 2020

    You may be able to do this in the flow of a Smart Campaign using a choice. 

     

    Say you have something like

     

    SL:

    - Trigger Data Value changes (Field A) 

    - or Trigger Data Value changes (Field B)

    Flow:

    Changes Score:

    - Choice 1 if (Field A) is {{lead.Field B}}, change the score

    - Else, do nothing

     

    I don't have Integer fields that I can readily edit to test but it works fine with Strings and given you're looking for "equal" value, I can't imagine it would be very different.

    Otherwise you could consider storing the value into String fields but that's not a very "elegant" solution 😕😕

    SanfordWhiteman
    SanfordWhiteman
    New Participant
    June 26, 2020

    I think you need to test this again, Benjamin. 🙂 

     

    Unless something has drastically changed, it doesn't work the way you describe.

    SanfordWhiteman
    SanfordWhitemanAccepted solution
    New Participant
    June 25, 2020

    You need to use a webhook-based service to compare Integer/Score fields in Marketo (in general, fields are not comparable to each other within a Smart Campaign — as opposed to comparing a field with a known static value).

    J
    Jay00031987-2Author
    New Participant
    June 25, 2020

    Hi Sanford,

     

    Is it possible to store the result using VTL in Marketo?  If Yes, then I would like to set the value as boolean and based on that update the score. 

    Else, I will go with the approach as suggested Webhook-based service.

     

    Jay
    SanfordWhiteman
    SanfordWhiteman
    New Participant
    June 25, 2020

    Is it possible to store the result using VTL in Marketo?  If Yes, then I would like to set the value as boolean and based on that update the score. 

    Store, no. Velocity can certainly compare any fields you want, any way you want. But it can only output email content based on conditions, it can't update the fields in the database.

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