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Some field filters are not avaiulable for segmentation

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Anonymous
Not applicable

Some field filters are not avaiulable for segmentation

Hi All,

I am having an issue with filters, I am not able to find a few attribute filter while creating segmentation while those are available in Smart List filters. Can anyone please let me know how I can make those available for segmentation as well?

Thanks for your help!

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Anonymous
Not applicable

Re: Some field filters are not avaiulable for segmentation

The following fields are not available in Segmentation:

  • No Activity Filters
  • Random Sample
  • Member of Smart List
  • Member of Smart Campaign
  • Total Opty Amount
  • Total Opty Expected Revenue
  • Number of Optys
  • Duplicate Fields

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8 REPLIES 8
Anonymous
Not applicable

Re: Some field filters are not avaiulable for segmentation

Anurag KhemkaAnurag Khemka​ FYI. I moved your post to the Products and Support​ section.

Also, I see you have two accounts on the Community. Which is your primary one? Can you add the word "Primary" next to your title. See how I did it. Thanks

Justin_Norris1
Level 10 - Champion Alumni

Re: Some field filters are not avaiulable for segmentation

Anurag Khemka​ not all smart list filters are available in segmentations unfortunately.

Specifically, behavioural filters will not be accessible.

What filters are you missing?

Dory_Viscoglio
Level 10

Re: Some field filters are not avaiulable for segmentation

Anurag Khemka​ one workaround that I use for unavailable filters is to have a smart campaign that will add someone to a static list if they meet the criteria that I'm looking for. You can also have that smart campaign remove them from the list after a certain amount of time if it makes sense depending on the filter. Then, when their membership in the list is updated they are either added to or removed from the segment.

Justin_Norris1
Level 10 - Champion Alumni

Re: Some field filters are not avaiulable for segmentation

Dory Viscogliosi​ that is a good work-around. I've done that too.

Anonymous
Not applicable

Re: Some field filters are not avaiulable for segmentation

Wow what timing on this thread. I just ran into this today. Ended up creating a custom field and workflow to populate data which is now visible for segmentation.

Anonymous
Not applicable

Re: Some field filters are not avaiulable for segmentation

The following fields are not available in Segmentation:

  • No Activity Filters
  • Random Sample
  • Member of Smart List
  • Member of Smart Campaign
  • Total Opty Amount
  • Total Opty Expected Revenue
  • Number of Optys
  • Duplicate Fields
Anonymous
Not applicable

Re: Some field filters are not avaiulable for segmentation

Hi Cheryl,

Is there a reason that Member of Smart List is not included? Is there a possibility of this being added in the future?

Thanks!

Dory_Viscoglio
Level 10

Re: Some field filters are not avaiulable for segmentation

I'd have to assume that it has something to do with processing speeds, and the fact that nested smart lists can really slow down processing of your instance. Luckily there are some workarounds to this using static lists, as well as other filters.