6 Replies Latest reply on Jul 21, 2017 3:25 PM by Laura Kimball

    Help w/ Advanced Filters Logic

    Laura Kimball

      Hello Community,

       

      I can't seem to get a hang of the Advanced Filters. My goals is for the first 8 filters to definitely apply. However, where it gets tricky is with the last two "Has Certificates" filter. I discovered that in some cases there will be people that will not have Certificates, thus "Has Certificates = False." However, there are people who have Certificates, thus "Has Certificates = True," but their certificate status is Expired, Cancelled, etc. and, thus, it's as if they don't really have them.

       

      Am I using the right logic here by saying 1 and 2 and 3 and 4 and 5 and 6 and 7 and 8 and (9 or 10)? Or should it be set up differently? Also, what would it mean if I set it up like this: 1 and 2 and 3 and 4 and 5 and 6 and 7 and 8 and 9 (or 10)? Would that then make either the first 8 filters apply or the last filter?

       

       

      Thank you so much!

       

      Laura Kimball

        • Re: Help w/ Advanced Filters Logic
          Darrell Alfonso

          Hey Laura,

           

          Those are different. I was actually just helping out another member with this.

           

          For the 1 and 2 and 3 and 4 and 5 and 6 and 7 and 8 and 9 (or 10) - that will apply the OR operator at the end. It is basically saying

          (1 and 2 and 3 and 4 and 5 and 6 and 7 and 8 and 9) OR 10.

           

          Here is an example that I use to communicate this.

           

          US AND MALE OR DOG OWNER

          In this example, you may get people outside of the US. It executes US AND MALE first, and then it looks at the rest of the database for DOG OWNER, including non-US records.

           

          US AND (MALE OR DOG OWNER)

          In the example, everyone must be in the US. It reads, show me people that are in the US and are either a male or dog owner.

           

          Hope that helps.

            • Re: Help w/ Advanced Filters Logic
              Laura Kimball

              Hi Darrell! Thanks for your insights

               

              Just a couple of questions:

               

              1. For your first example, I don't think that Marketo allows for combing And + Or filters without parentheses, so your example would then be set up like this: (US and MALE) or DOG OWNER OR (1 and 2) or 3, correct? And this would be incorrect as it applies to my stated goal, correct?

               

              2. For the correct example, the second one, it would be 1 and (2 or 3), and as it applies to my question, then, is it fair to say that for my purposes the following format is correct?  1 and 2 and 3 and 4 and 5 and 6 and 7 and 8 and (9 or 10), wherein I want EVERYONE who qualifies for the first 8 filters PLUS they either have No Certificates OR their certificate status is one of several options.

               

              3. Can you provide insight into the below filter setup? My goal is for people whose balance is either EMPTY or "0" to qualify to receive an email PLUS  they either have Certificates that are not activated or pending or they have No Certificates:

               

              Thanks again!

               

              Laura