Exclusion activity question

[KristenCo4]

Hello,

I am trying to use an exclusion activity to exclude 1 population from the primary set based on 4 different sets of criteria:

indiv_key

hh_key

email

phone

When taking into account these rules, is the exclusion treating them as "ORs"?  For example, if a record doesn't match on indiv_key but matches on hh_key, will it still be removed or does the record need to match all of the rules?

Thanks!

[ParthaSarathy · Accepted solution]

Hi @KristenCo4 ,

The above will be treated as AND. Only if all 4 fields matches from the input sets, then only the population will get excluded.

[KristenCo4]

thank you so much!

[KristenCo4]

just to confirm- if we had 2 different incoming populations being checked for the exclusion-those would be checked individually?  For example below, first would remove any matching hh_key records in fork 1.  Then would remove any matching hh_key records in fork 2?

Fork 1 hh_key

Fork 2 Hh_key

[ParthaSarathy]

@KristenCo4 , If you have 2 transition as below, and select transition-1 as primary set, then the first row alone get excluded as it is same as transition-2. The output will have 2 records

Result: