Form fill out - triggered campaign based on answer on one of the questions | Community
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Jennifer_Bisho1
Jennifer_Bisho1
New Participant
August 22, 2017
Solved

Form fill out - triggered campaign based on answer on one of the questions

  • August 22, 2017
  • 1 reply
  • 7216 views

I have created a survey using a Marketo form.  We have a question in there that asks if the user wants to receive future emails from our company for legal purposes.  I would like to create triggered campaigns based on if they select YES or NO.  Ideally if they click no, I want to change their status to unsubscribed.  Is there anyway to do this based on an answer selected in a form?

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Best answer by Devraj_Grewal

Jennifer,

You can use the trigger "fills out form" along with the filter of this specific field value being "NO". Note that this does not necessarily mean the field value was from the form fillout itself. As of now there is no functionality for a field value as a constraint for a form fill out trigger/filter.

1 reply

Devraj_Grewal
Devraj_GrewalAccepted solution
New Participant
August 22, 2017

Jennifer,

You can use the trigger "fills out form" along with the filter of this specific field value being "NO". Note that this does not necessarily mean the field value was from the form fillout itself. As of now there is no functionality for a field value as a constraint for a form fill out trigger/filter.

    Jennifer_Bisho1
    Jennifer_Bisho1Author
    New Participant
    August 22, 2017

    Thanks, Devraj.  I'm surprised that's not a feature in Marketo.  How exactly would I set this up in the campaign (smart list and flow steps)?

    Dan_Stevens_
    Dan_Stevens_
    New Participant
    August 22, 2017

    You might be able to get this to work using DVC trigger/filter (you need to use both since you need both a "person is created" trigger and "DVC trigger" as DVC triggers don't work for new leads (only for existing leads):

    For new leads, trigger #1 and filter #2 would qualify those leads; and for existing leads, trigger #2 and filter #1 would qualify those leads that select NO (or false):

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