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SaraRoulston
Level 2
July 9, 2021
Solved

Excluding Past Clients from Smart List

  • July 9, 2021
  • 1 reply
  • 2119 views

Hi Marketo Community,

 

Currently working on a new project where I'm setting up appointment confirmation emails to go out  based on our specialists' future appointments. The problem I keep encountering is that despite making a very specific smart list, past clients keep popping up in the "people" list. 

 

In the second picture attached you can see that we have "has opportunity" as false with constraints, closed lost/closed won and hibernating as we do not want to include those yet they're still on the "people" list. 

 

Is there anything I can add or change to only pull the list of future appointments? We currently quote our clients via email, call, and GTM which is why they're all included. For more detail, this is a smart list for one specialist and I have blocked out the specific email used for our company but it is on there.

 

Thank you!

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Best answer by SanfordWhiteman

You need to use Advanced filters to build the combination of AND and OR conditions.

 

Neither All (that’s all-AND) nor Any (that’s all-OR) will work here, only Advanced.

 

Yet even then you’ll have trouble when someone has both wanted and unwanted Opportunities simultaneously. Is it really true that if they have one Opportunity matching your unwanted condition, you want to exclude them?

1 reply

SanfordWhiteman
SanfordWhiteman
Level 10
July 9, 2021
In the second picture attached you can see that we have "has opportunity" as false with constraints, closed lost/closed won and hibernating as we do not want to include those yet they're still on the "people" list.

This is an ANY filter set.

 

Your Filter 6 — which amounts  to “Has No Opportunity with these Constraints” — is therefore an OR condition.

 

It’s like saying

 

  IF

    Condition A

  OR

    Condition B

  OR

    Has No Opportunity with these Constraints

 

One of your other conditions is

 

  IF Account Owner Email Address EQUALS <address@example.com>

 

and another is

 

  IF Person NOT IN <smart list>

 

So only one of those conditions need to be met for the person to qualify for the Smart List.

S
SaraRoulstonAuthor
Level 2
July 9, 2021

Hi Sanford,

 

Thank you for your response, what I'm understanding is that because it was filtered under All it was reading as 1 or 2 or 3 therefore if it met just one criteria it would be included but it wouldn't be taking all the criteria into consideration.

 

When I switched the filters to AND it ended up not pulling any names at all despite there being appointments. Is there something else I'm missing?

 

Thanks!

SanfordWhiteman
SanfordWhitemanAccepted solution
Level 10
July 9, 2021

You need to use Advanced filters to build the combination of AND and OR conditions.

 

Neither All (that’s all-AND) nor Any (that’s all-OR) will work here, only Advanced.

 

Yet even then you’ll have trouble when someone has both wanted and unwanted Opportunities simultaneously. Is it really true that if they have one Opportunity matching your unwanted condition, you want to exclude them?

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