how to remove by job title/function from a smart list | Community
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A
Anonymous
May 8, 2014
Question

how to remove by job title/function from a smart list

  • May 8, 2014
  • 9 replies
  • 3656 views
I'm trying to set up advanced filters to remove a job title and job function from a smart list. I still keep seeing job titles I have listed to remove. HELP!
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9 replies

Josh_Hill13
Josh_Hill13
Level 10
May 8, 2014
What do you mean remove?

Actually change the data?

Or modify the smart list filters?
A
Anonymous
May 8, 2014
I'm looking to modify the smart list filters, but I can't seem to get it correct.
Dory_Viscoglio
Dory_Viscoglio
Level 10
May 8, 2014
Can you post a screenshot of the filters you're using and what it isn't eliminating? Hard to troubleshoot without all the details.
A
Anonymous
May 8, 2014

I'm trying to remove any technician or installer job titles, and/or the job function of technician/installer.
Priyank_Joshi3
Priyank_Joshi3
Level 5
December 16, 2015

Hi Nichole,

Create a separate Exclude smart list which holds your leads with filter Job Title is xyz OR Job function is xyz. Then create a new smart list using AND filter which would be Member of List AND Member of list NOT in EXCLUDE smart list, this way you would be able to track leads which you wish to exclude.

Hope this workaround works.

Thanks

Priyank

Dory_Viscoglio
Dory_Viscoglio
Level 10
May 8, 2014
Not knowing the names that are slipping through, I'd probably start by saying "not contains" instead of "is not" in case the data is not consistent. You could probably even minimize it to not contains tech or install. Hope that helps!
A
Anonymous
May 8, 2014
I've already tried "not contains" and "is not" in the filter and these job titles are still coming through.
A
Anonymous
May 8, 2014
you might want to try removing the third filter - Job function (do not forget to edit advanced filter) and see if it will help bring you closer to the filter results you define. Also from the screenshot it looks like you have 22 titles defined in the Job title list, try reducing it to the three you mentioned and see if it provides accurate results . If it does not it might give us some clue for next steps
A
Anonymous
December 16, 2015

I have the same issue. I am trying to filter a list by job title and have excluded certain words, and yet they still pop up in my smartlist. I cannot figure out why this is happening.

A
Anonymous
December 16, 2015

Can you please paste the smart list criteria here.

Rajesh

A
Anonymous
December 16, 2015

I have Job title contains:

Chief

"CIO"

"CEO"

"CTO"

"CFO"

"COO"

"CMO"

"CISO"

But this fails to pick up many leads with job titles that contain these terms. I have the same problem with a list for VPs. It pulls some leads but not all of them.

Dory_Viscoglio
Dory_Viscoglio
Level 10
December 17, 2015

As Rajesh suggested, could you take a screenshot of the smart list (Including the logic), so that we can try to figure out if maybe something is set up incorrectly there? Also an example of records not being caught is helpful.

A
Anonymous
December 17, 2015

Hi All,

Here are the screenshots (smartlist logic and then leads that were not included in the smartlist). The logic worked on SOME leads, but not ALL leads matching the criteria.

Any help is appreciated!

A
Anonymous
December 17, 2015

I recreated this smartlist on my dev server and I did not find any issues with the leads and job titles it returned.

Is the column you shown indeed 'Job Title'. Sorry just want to confirm.

There does not seem to be any issue with the smartlist.

To further debug, I would need to play with your smart list on your instance. But you might want to check with Marketo support.

Rajesh

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