Condition: If a field value equals other field | Community
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Eben_Saputra
Eben_Saputra
New Participant
July 27, 2018
Solved

Condition: If a field value equals other field

  • July 27, 2018
  • 2 replies
  • 3420 views

Hey guys,

I want to create an appointment reminder where it can show multiple appointments in one email

Let' say a client is going for treatment at these clinics, in one same day

Appt 1: Place A

Appt 2: Place A

Appt 3: Place B

And we want to show clinic info, for different places they will go to

The catch is, we don't want to show duplicate info. In this case, we only want to show "Place A" info once in the email

How can I achieve this?

I have been looking at smart list condition, but the don't have anything close to "if fields 1 equal to ANY fields 2 or 3"

There are 150+ clinics btw, so typing "if fields 1 equal to <clinic name>" one by one is out of the question.

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Best answer by Josh_Hill13

No, you cannot do that matching in Marketo.

You can create a webhook or other process to do that data for you. Openprise maybe?

Velocity scripting may work better to handle this situation.

2 replies

SanfordWhiteman
SanfordWhiteman
New Participant
July 27, 2018

No need to do it at the qualification (Smart List) level, like Josh says this is easy-peasy in Velocity as you have access to all the appts before you output anything.

    J
    Julietmc
    New Participant
    June 16, 2022

    Hi Sanford,

     

    I am trying to work with similar logic but for the sake of a smart list to qualify program members. We have a SFDC data issue that is causing outsider contacts to be added under accounts improperly, and we are tending to this but are unsure if it will be resolved by the time we need my program to deploy. I am trying to make sure that the smart list only qualifies records whos email domain matches the email domain listed on the account record. So what I am trying to say is:
    Email Domain is equal to Email Domain (A)

    (First field at person level and second one at account level)

     

    Is this only possible through the webhook function?

     

     

    Darshil_Shah1
    Darshil_Shah1
    Community Manager
    June 16, 2022

    You'd need a webhook to compare the values in both the fields, you can write the result (values are same or not) in a seperate field  (i.e., map the webhook response with the result field) and go about using the contents of this result field in your SL to identify the people for whom the values match/doesn't match.

     

      Josh_Hill13
      Josh_Hill13Accepted solution
      New Participant
      July 27, 2018

      No, you cannot do that matching in Marketo.

      You can create a webhook or other process to do that data for you. Openprise maybe?

      Velocity scripting may work better to handle this situation.

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