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Mikes_Jones
Mikes_Jones
New Participant
November 4, 2015
Solved

Using Filter & Trigger in Smart List

  • November 4, 2015
  • 2 replies
  • 6088 views

Just wanted to confirm,

Is it okay to use a Filter & Trigger in a Smart List?

I'm setting up a new set of Lead Scoring currently, and for the current smart campaign I want:

Trigger - Fills Out Form - Form is Any

Filter - Member of SFDC Campaign is _______

Essentially, I want to be able to filter for anyone who fills out a form BUT is also a part of a specific SFDC campaign, since they will be receiving a different type of lead score, separate from the default Marketo scoring.

Thanks!

EDIT: I'm pretty sure this is okay, I just want to make sure Marketo takes both those requirements into consideration and not just one or the other.

EDIT 2: Also, kind of unrelated but .... can you score someone based on whether or not they click on a PDF link? I'm not sure since I know PDF don't hold Munchkin ID.

Thanks again.

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Best answer by Grégoire_Miche2

Hi Malik,

Yes, this is OK.

In this case, the trigger will only fire if the filters are validated for the lead.

So it will exactly do what you want to do with your fills out form trigger together with a member of campaign filter.

By the way, if you have more than 1 filter, the smart list rule logic will only apply to the filters. For the triggers, whatever rule logic you set, the OR will be applied.

-Greg

2 replies

J
JohnCl9
Employee
November 4, 2015

Hi Malik,

As Greg said, Yes, this will work for you.  I wanted to also clarify a couple points.

The trigger in your smart list will always fire first, and the leads will then be qualified based on the filters you have set.  Also, like he said, the triggers are always independent of one another.  If you have three triggers then a lead could fire any one of them, but they would still have to qualify for the filters and logic you have set up.

John

Mikes_Jones
Mikes_JonesAuthor
New Participant
November 4, 2015

Thanks John, can you clarify that last part?

@@Grégoire Michel said "For the triggers, whatever rule logic you set, the OR will be applied."

And from I take from your last point, are you saying that you can still use the "AND" logic when using multiple triggers, or did I read that wrong?

Grégoire_Miche2
Grégoire_Miche2
New Participant
November 4, 2015

Hi again Malik,

John's point is that the triggers are independent, meaning you cannot have and AND between triggers, as if 2 triggers had to fire together.

-Greg

Grégoire_Miche2
Grégoire_Miche2Accepted solution
New Participant
November 4, 2015

Hi Malik,

Yes, this is OK.

In this case, the trigger will only fire if the filters are validated for the lead.

So it will exactly do what you want to do with your fills out form trigger together with a member of campaign filter.

By the way, if you have more than 1 filter, the smart list rule logic will only apply to the filters. For the triggers, whatever rule logic you set, the OR will be applied.

-Greg

    Mikes_Jones
    Mikes_JonesAuthor
    New Participant
    November 4, 2015

    Aha! Thanks for clarifying the difference between Triggers and Filters when it comes to Smart List and Rule Logic, I knew there was something I was forgetting.

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