CRM

HayleyHolli
Member

List membership Filters Not Working As Expected

SOLVE

I've created a few base lists that include all of our customers and prospects (two separate lists). I have then created separate lists to use as filters that contain our more complex logic that define our segments -- like business size (SMB, Mid Market and Enterprise). But when I go to build a new list using the logic:

 

 
List membership
is member of MTKG - BASE LIST - Prospects 
is member of MKTG - FILTER - Segment - Business 
is member of MKTG - FILTER - Company Size - Mid Market 
 
It doesn't give me the output I am expecting. Any ideas?
0 Upvotes
2 Accepted solutions
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

List membership Filters Not Working As Expected

SOLVE

Hi @HayleyHolli,

 

Can you share a bit more context? In your final list, do you want only contacts who are in all three lists? If that's what you're expecting, what is happening instead? Can you please share a screenshot of the filters of the final list?

 

Just to confirm, if you want only contacts who are members in all three lists, have you used the AND operator? (is member of MTKG - BASE LIST - Prospects AND is member of...)

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post

0 Upvotes
HayleyHolli
Solution
Member

List membership Filters Not Working As Expected

SOLVE

I figured it out. 😅 I changed my list name and was using the wrong one. I appreciate you taking the time to reply. 🙂 

View solution in original post

0 Upvotes
2 Replies 2
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

List membership Filters Not Working As Expected

SOLVE

Hi @HayleyHolli,

 

Can you share a bit more context? In your final list, do you want only contacts who are in all three lists? If that's what you're expecting, what is happening instead? Can you please share a screenshot of the filters of the final list?

 

Just to confirm, if you want only contacts who are members in all three lists, have you used the AND operator? (is member of MTKG - BASE LIST - Prospects AND is member of...)

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes
HayleyHolli
Solution
Member

List membership Filters Not Working As Expected

SOLVE

I figured it out. 😅 I changed my list name and was using the wrong one. I appreciate you taking the time to reply. 🙂 

0 Upvotes