Re: How can I find individuals who have had certain interesting moments and no others?

Jonathan_Ng2
Level 3

How can I find individuals who have had certain interesting moments and no others?

Hi There,

Trying to find individuals in the database that have only had Opens Email Interesting Moments and no other Interesting Moments.  Is that possible?  I'm using a combination of Had Interesting Moment and Not Had Interesting Moments and the logic is having me running in circles.

Thanks!

Jonathan

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3 REPLIES 3
Elliott_Lowe1
Level 9 - Champion Alumni

Re: How can I find individuals who have had certain interesting moments and no others?

If you want to include leads that have only Opens Email Interesting Moments and no others you would use the following filters.

  • Had Interesting Moment
    • Type is 'Email'
    • Description contains 'Opens Email'

  • Not Had Interesting Moment
    • Type is 'Email'
    • Description not contains 'Opens Email'

  • Not Had Interesting Moment
    • Type is 'Web'; 'Milestone'
Jonathan_Ng2
Level 3

Re: How can I find individuals who have had certain interesting moments and no others?

Thanks that did the trick!  How does the second bullet work?  Doesn't that contradict the first Had Interesting Moment?

Elliott_Lowe1
Level 9 - Champion Alumni

Re: How can I find individuals who have had certain interesting moments and no others?

The Not Had Interesting Moment uses 'not contains' as the operator, which translates to don't select any leads that had an Interesting Moment whose Type is email and the Description contains something other than 'Opens Email'