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A
Anonymous
June 30, 2015
Solved

Smart List Logic

  • June 30, 2015
  • 3 replies
  • 1500 views

I am hoping someone can check my work.......I want to send an email to the marketable leads in my Email Blast-All list, but I want the email to exclude people who registered or attended my webinar.  Is this set up correctly? THANK YOU!

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Best answer by

Lisa Heay​ looks good! I would actually keep the filter logic to ALL, if you want to reach out to other members of the program that are not registered/attended to the webinar.

Be sure you confirm that the webinar partner (if you're using one), is synced up before sending! For our GTM sometimes it takes a few hours until we see that leads have changed to an Attended status!

Also, to be extra safe, I *always* set up a smart list within the program of leads I want to omit. Then in the Smart Campain, I say "Member of Smart List Not In List". It just gives me piece of mind, and I don't have to think about the double negative grammar, and logic..

let me know if this helps!

3 replies

A
Anonymous
June 30, 2015

FYI. I moved this post to the Products and Support​ section where you will get this product related question answered faster.

A
Anonymous
June 30, 2015

Hi Lisa

it seems 3 conditions in your Smart List

1. The marketable leads

2. In my Email Blast-All list

3. but I want the email to exclude people who registered or attended my webinar.

Now your Smart List is (1 and 2 and 3).

If you want to send (1 and 2) or 3, change "Use ALL filters" to "Use Advanced filters" and set "(1 and 2) or 3".

A
Anonymous
Accepted solution
June 30, 2015

Lisa Heay​ looks good! I would actually keep the filter logic to ALL, if you want to reach out to other members of the program that are not registered/attended to the webinar.

Be sure you confirm that the webinar partner (if you're using one), is synced up before sending! For our GTM sometimes it takes a few hours until we see that leads have changed to an Attended status!

Also, to be extra safe, I *always* set up a smart list within the program of leads I want to omit. Then in the Smart Campain, I say "Member of Smart List Not In List". It just gives me piece of mind, and I don't have to think about the double negative grammar, and logic..

let me know if this helps!

A
Anonymous
June 30, 2015

Thank you!

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