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Nancy_Rosentha4
Nancy_Rosentha4
Level 2
May 22, 2020
Solved

Smart Campaign Logic with "NOT" filters

  • May 22, 2020
  • 1 reply
  • 2732 views

I am creating a campaign to exclude leads created in the past 6 months and any leads with engagement in the past 2 years, i.e.

1 and (2 or 3 or 4 or 5 or 6) and 7

1. Not created in past 6 months

2. Not Filled out form in past 2 years

3. Not clicked email in past 2 years

4. Not program status was changed; success = true in past 2 years

5. Not visited web page in past 2 years (excluding unsubscribe)

6. Not pushed to Marketo in past 2 years

7. Not SFDC Type = Contact

 

Should the above "or" logic actually be "and"?  thanks.

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Best answer by SanfordWhiteman
Should it be:

(1 or 2 or 3 or 4 or 5 or 6) and 7

Mmm I don't think so, not as originally written out by Nancy.

 

If the idea is they haven't done Action A AND they haven't done Action B, that's, well... an AND!

 

Also, you can't filter on Not Visited Web Page in the past 2 years, b/c those VWP activities will have aged out. That's why it's a good idea to have a DateTime field that stores their Last Web Touch. This can be done in a monthly batch, so it only has monthly granularity, but obviously that's a lot better than no data!

1 reply

BenjaminJacquet
BenjaminJacquet
Level 2
May 22, 2020

Should it be:

(1 or 2 or 3 or 4 or 5 or 6) and 7

So to exclude both Leads created in the past 6 months and Leads created more than 6 months ago but having done any of these interactions in the past 2 years? 

I would also use filter SFDC Type is Lead to build your audience (just in case you have records in your Database that have SFDC is empty)

 

As it can get confusing using "not" filters, you may want to create a Smart List of people who match the criteria (i.e. was created in the past 2 years), and then exclude this List from your actual audience (Not member of Smart List)

 

SanfordWhiteman
SanfordWhitemanAccepted solution
Level 10
May 22, 2020
Should it be:

(1 or 2 or 3 or 4 or 5 or 6) and 7

Mmm I don't think so, not as originally written out by Nancy.

 

If the idea is they haven't done Action A AND they haven't done Action B, that's, well... an AND!

 

Also, you can't filter on Not Visited Web Page in the past 2 years, b/c those VWP activities will have aged out. That's why it's a good idea to have a DateTime field that stores their Last Web Touch. This can be done in a monthly batch, so it only has monthly granularity, but obviously that's a lot better than no data!

BenjaminJacquet
BenjaminJacquet
Level 2
May 22, 2020

My bad I might have misunderstood the question indeed 

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