Using a trigger with a constraint filter plus (OR) three other filters | Community
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Hoppers13
New Participant
August 29, 2023
Question

Using a trigger with a constraint filter plus (OR) three other filters

  • August 29, 2023
  • 2 replies
  • 3477 views

hi all, i'm probably way in over my head here, and its a really silly one.

 

but basically i'm trying to do the following:

Enquiry is updated & timescale is set to within 6 months or as soon as possible (& has reservation=false) = send email

OR (because i've used advanced filters (1 and 2 and 3, but trigger is always an or statement):

Has reservation=false & customer is loyalty member & they’ve not visited the page on co.uk = send  email.

 

i am unable to add the bracketed (has reservation false) onto the trigger.

i know its probably really stupid or i've set it up completely wrong:

 

 thanks in advance!

 

Mike 🙂

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2 replies

Jo_Pitts1
Jo_Pitts1
Community Manager
August 29, 2023

@hoppers13 ,

If I'm reading this right, you want all three of the filters to be AND correct?

If so, you don't need advanced filters.  Just set the whole thing to ALL filters.

 

Triggers (if you have multiple) are always an implied OR however, triggers and filters are always an implied and. i.e. If the trigger happens AND (my filters are met) then do the flow steps.  I prefer to view them as independent however (i.e. the trigger happens, now evaluate my filters).

 

If you consider your one trigger and three other filters and assume you've got them set to ALL filters, it'd be like saying

Did this trigger happen? Trigger: Enquiry is Updated and has the constraint met.  

That happened so now evaluate the filters

Has Reservation is False AND CustomerIsMyRedrowMember is True AND Not Visted the redrow page in past 30 days

Did all get met?  If so, now do flow steps

 

 

 

    Darshil_Shah1
    Darshil_Shah1
    Community Manager
    August 29, 2023

    Triggers aren't really an implied OR (as per your and @darshil_shah1's statement).  if anything they are an implied AND.  i.e. If the trigger happens AND (my filters are met) then do the flow steps.  I prefer to view them as independent however (i.e. the trigger happens, now evaluate my filters).

     

     

    Yep, I meant triggers themselves (i.e., in case of multiple triggers) work in OR, and if used with filters, they (filters) are applied to people who get an activity logged in the act log such that it is aligned with the trigger the campaign is listening for.

      Jo_Pitts1
      Jo_Pitts1
      Community Manager
      August 29, 2023

      @darshil_shah1 , while you were typing in your reply I was editing my post.  We've both arrived at the same point of clarity 🙂

        Darshil_Shah1
        Darshil_Shah1
        Community Manager
        August 29, 2023

        Well, you cannot add constraints meant for another activity/criteria/CO in a trigger listening for a certain different activity (applies to filter constraints too) in the smart list. e.g., you cannot add email-related constraints/conditions in the Person is Created trigger. If you wish to add further conditions to filter people based on an activity the campaign is listening to, e.g., membership (campaign, smart list, etc.), field values, etc., you'd have to add those as additional filters below your trigger.

         

        Looking at your setup, it appears that you want to trigger off your campaign on the Enquiry custom object record's EnquirySalesTimescale field updates such that it is set to within 6 months or as soon as possible, and since Reservation is a different custom object (and it isn't a field on the Enquiry custom object), you'd not be able to add it as trigger constraint, and instead you'd have to add it is a filter.

         

        Also, triggers and filters cannot qualify people independently, filters are only applied to people who meet the triggering conditions the campaign is listening for in the first place. You have a trigger for your first set of criteria for when people should be sent email (i.e., Enquiry is updated trigger), but you don't have any trigger for your 2nd set of criteria (i.e., Has reservation=false & customer is loyalty member & they’ve not visited the page on co.uk = send email), with as is setup, the 2nd criteria would just act as filter for people who have their Enquir CO record gets updated as set in the trigger.

          H
          Hoppers13Author
          New Participant
          August 29, 2023

          thanks as always Darshil, but i do have advanced filters chosen, which would surely mean: enquiry is updated to enquiry timescale, asap or 1-6mnths time OR has res = false, member = true, has not visited page.

          its not how i want it setup but this is how i expected this to work as currently setup

          ta

          Mike

          Darshil_Shah1
          Darshil_Shah1
          Community Manager
          August 29, 2023

          I think you're mixing triggers and filters here; the filtering logic (and, any, advanced) applies to just filters, they don't have meaning/thing to do with the triggers you have above the filters. Triggers themselves are always in OR, and people would be filtered against the filters as soon as they have an activity logged in their activity log that matches with the trigger the campaign is listening for. You first determine what your campaign should be listening for (set that as trigger(s)), and then what filtering conditions those people who qualify for the set trigger should be filtered against (set that as filter(s) with apt logic).

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