Using "Opened/Clicked Email - Email is Any" with a "Min Number of Times" Constraint

Issue

You are trying to identify your most active leads and set up a Smart List with an "Opened Email" or "Clicked Email" filter using "Email 'Is Any'" and a "Min number of Times" constraint, but are not sure if results are based on individual emails or 'all' emails in the 'Date of Activity' range.

 

 


Solution


These filters read from the Activity log so the min number of times constraint is based on all emails for a given record

For instance, consider a record that has received Email 1 twice and Email 2 once. To meet the minimum qualifying threshold of three, the record qualifies since it has a total of three email send activities (two from Email 1 and one from Email 2). The same criterion applies to click activities.

Note: An open activity is recorded only once per email per record. For further details, you can read more here .

 

 


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