How to search for leads by the source of a specific field value | Community
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Becky_CW
New Participant
January 31, 2022
Solved

How to search for leads by the source of a specific field value

  • January 31, 2022
  • 1 reply
  • 2134 views

Hi all

I'm trying to categorise leads based on where a field value came from. We have a field for Marketing Opt In = True, that was populated by various sources - form fill, import etc.

 

I can look in the Activity Log and see the detail of fields selected in a Fill Out Form activity stamp - I just can't find a way to accurately reverse this to create a Smart List to group by 'Marketing Opt-In field Source is Form Fillout'?

 

I know how to use a smart campaign to categorise as future updates happen, but is there a way to search backwards in time? 

Thanks

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Best answer by SanfordWhiteman

Yes, in the case of Person was Created you also filter on the field value.

1 reply

SanfordWhiteman
SanfordWhiteman
New Participant
January 31, 2022

There are 2 cases here.

 

1. The value was set at the same time the lead was created.

2. The value was changed after the lead was created.

 

You have to use 2 different filter types for this.

 

The first is covered by Person was Created with a constraint (click Add Constraint). The second is Data Value Changed with a constraint.

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    Becky_CWAuthor
    New Participant
    February 1, 2022

    Thank you for the reply.  I can't see how to use the constraint options to limit to a specific field being populated at the point of creation. Do I have to include the field as a separate filter, and infer that that's when it was created, or is there a better way to link the person creation source and a specific field value?

    SanfordWhiteman
    SanfordWhitemanAccepted solution
    New Participant
    February 1, 2022

    Yes, in the case of Person was Created you also filter on the field value.

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