How can I find individuals who have had certain interesting moments and no others? | Community
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Jonathan_Ng2
Jonathan_Ng2
Level 2
July 16, 2015
Question

How can I find individuals who have had certain interesting moments and no others?

  • July 16, 2015
  • 1 reply
  • 1788 views

Hi There,

Trying to find individuals in the database that have only had Opens Email Interesting Moments and no other Interesting Moments.  Is that possible?  I'm using a combination of Had Interesting Moment and Not Had Interesting Moments and the logic is having me running in circles.

Thanks!

Jonathan

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1 reply

Elliott_Lowe1
Elliott_Lowe1
Level 7
July 16, 2015

If you want to include leads that have only Opens Email Interesting Moments and no others you would use the following filters.

  • Had Interesting Moment
    • Type is 'Email'
    • Description contains 'Opens Email'

  • Not Had Interesting Moment
    • Type is 'Email'
    • Description not contains 'Opens Email'

  • Not Had Interesting Moment
    • Type is 'Web'; 'Milestone'
Jonathan_Ng2
Jonathan_Ng2Author
Level 2
July 17, 2015

Thanks that did the trick!  How does the second bullet work?  Doesn't that contradict the first Had Interesting Moment?

Elliott_Lowe1
Elliott_Lowe1
Level 7
July 17, 2015

The Not Had Interesting Moment uses 'not contains' as the operator, which translates to don't select any leads that had an Interesting Moment whose Type is email and the Description contains something other than 'Opens Email'

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