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Exclusion activity question

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Level 2

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?

 

KristenCo4_0-1743082959923.png

 

Thanks!

 

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4 Replies

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Community Advisor

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.

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Level 2

thank you so much!

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Level 2

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

 

 

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Community Advisor

@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

ParthaSarathy_0-1743188041613.png

Result:

ParthaSarathy_1-1743188117598.png