CRM

HayleyHolli
メンバー

List membership Filters Not Working As Expected

解決

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 いいね!
2件の承認済みベストアンサー
karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

List membership Filters Not Working As Expected

解決

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.

元の投稿で解決策を見る

0 いいね!
HayleyHolli
解決策
メンバー

List membership Filters Not Working As Expected

解決

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

元の投稿で解決策を見る

0 いいね!
2件の返信
karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

List membership Filters Not Working As Expected

解決

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 いいね!
HayleyHolli
解決策
メンバー

List membership Filters Not Working As Expected

解決

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

0 いいね!