Prior to building a campaign I had a trigger set up to add new views to a list: “Possible Leads” and an action so that any new website viewer submitting a form - would then have 5 points added
However, I decided to set up campaigns to have more comprehensive marketing automation so I turned the action and trigger off.
The campaigns I set up so that when a lead submits a form they get:
Welcome Email
50 points
Added to a specific list
Right now, they get the welcome email, get 5 points (NOT the 50! that they should) and they are not adding to a list.
It seems that the trigger and action that have been turned off and deleted may still be impacting current campaigns? Has this happened before? If we can’t amend and depend on campaigns to work, we’ll have to avoid Mautic till this issue is resolved.
Prior to building a campaign I had a trigger set up to add new views to a list: “Possible Leads” and an action so that any new website viewer submitting a form - would then have 5 points added
However, I decided to set up campaigns to have more comprehensive marketing automation so I turned the action and trigger off.
The campaigns I set up so that when a lead submits a form they get:
Welcome Email
50 points
Added to a specific list
Right now, they get the welcome email, get 5 points (NOT the 50! that they should) and they are not adding to a list.
It seems that the trigger and action that have been turned off and deleted may still be impacting current campaigns? Has this happened before? If we can’t amend and depend on campaigns to work, we’ll have to avoid Mautic till this issue is resolved.
I think this might be the problem, correct me if I’m wrong in the intrepreting the setup.
You have a form that adds the created lead to a lead list and that list is associated with the campaign (as lead sources). Then your campaign starts with the submits form decision. Right?
If that’s the case,then I think the problem is that for a campaign decision to be recognized, the lead has to already be a member of the campaign. At the time the form is submitted, the lead isn’t part of the campaign because that happens later down the process when the form’s action adds the lead to the associated list. So the form decision is not associated with the campaign for the lead and thus the dripflow is not triggered.
So there’s a couple options.
Remove the root submits form decision from your campaign and just start with the actions. Since it is your form that is indirectly adding the lead to the campaign, the submit form decision is assumed and thus not needed. This will move your leads down through the dripflow.
The second option is create a Campaign form instead of a Standalone form. With Campaign forms, you don’t setup the actions in the form itself. Instead you choose the form as a lead source when building the campaign then setup the campaign to handle the actions a Standalone form would (add the lead to a specific lead list, etc). Again for this one, don’t use a submits form decision as the root of your dripflow as it’s assumed since the form is chosen as the lead source.