Please give users an option to use regex and perhaps wildcard support in criteria used for lists and workflows.
You have equals and you have contains (along with the negative version of each of those). But neither of those work for patterns that are more complex or are more than just one term.
For example, imagine I want to set a critieria looking for Vice Presidents of Finance. There's not good way to use contains for that pattern when looking at a title field.
Instead I need a wildcard patterns like "V*P*Finance" OR "V*P*FP&A".
Personally I'd rather write this in RegEx like "V.*P.*F(inance|P&A)"
Non tech-savvy marketers can still use wildcards just fine. But give me the option for either. I can do a lot more with RexEx that wildcards alone can't do.
Google Analytics has had regex support from the beginning over 10 years ago. I think HubSpot can add RegEx and not overly complicate the product.
Me too! One instance where I've needed this is when trying to create a smart list of contacts who have ever had a negative lead score.
The system currently allows us to pull a list of contacts who have ever had a negative score, but you have to specify an exact score. We need a wildcard to be able to show any negative number.
I am looking for something like this enroll contacts in lists and workflows based on wildcard events. Each event starts with the same text "video started" or "video completed" but the video titles change.
Having a way to use a wildcard for enrollment would be a huge time saver.
Regex similar to GA implementation would be a dream.
The current regular expression implementation is close to useless for any advanced technical users or users working with large websites.
In addition to this dissapointment and limitation, Hubspot support is clueless when it comes to RegEx. "..this is an advanced functionality that HubSpot Support does not support, so it should only by implemented by users who are familiar with regular expressions." .. i'd barely call this advanced functionality with all its limitations.
wish there was a way to make a Reg Ex formula to pull in data from a url for our website campaigns so we can monitor it easier. This will make it easier than running a bunch of if-statements to hard code these values into a contact.
Yes please add a wildcard option on searches. Especially useful when we record structured reference codes. It seems strange this has been sitting here for 5 years - i imagine this to be a very useful functions
The first reply in 2024! I just missed this suggestion's 7th birthday. I'd take partial support for any feature suggested seven years ago.
On a serious note, using OP's job title example, I have 1615 unique "Job Titles" in my dataset, including "????" and "-". Within that absurdity, 109 rows contain the string "chief" -- 246 rows use "manager". I'm using job title as my only example data point. User-submitted data is dirty, especially so from the sales team. RegEx, or something similar in function, would help immensely.
To clarify my ask on the list part of "list and workflow criteria". I want to use RegEx within Advanced Filters either as an additional option (i.e., a RegEx radio button) or within the existing "contains exactly" and "doesn't contain exactly" options. I'd take "exactly" meaning exactly, and nothing else in the cell. As in, exactly "Manager", returning or excluding (depending on using "contains exactly" and "doesn't contain exactly" options) "Manager" only and not including/excluding "Operations Manager" and "Regional Manager". "contains exactly" "Manager" = excluding "Operations Manager"
Would love to be able to use regex for workflow criteria it'd be super useful. I'm trying to find phone numbers with a particular number of digits for area code so that I can format it accordingly. Happy 7th Birthday to this thread! 🍰
Adding some basic examples for wildcard patterns I'm looking to solve for. Very common use cases that anyone should be able to search for in text filters within workflows and list criteria.
For Job Titles related to IT/Technology, I need to look for * IT *, IT *, or * IT wildcards. With the Hubspot ‘contains IT’ filter, it pulls in contacts with titles like “writer”, “with”, and a myriad of other common words that aren't relevant.
A ‘contains COO’ filter pulls in things like “coordinator”, so I’d want a COO * wildcard that accounts for a space after COO.
A ‘contains CCO’ filter pulls in things that contain “accounting”, so I’d want a CCO * wildcard that accounts for a space after CCO.
We have customers that bookmark a particular category webpage but then go off to their actual intended page. If they do this a few times they will enroll into a workflow that they shouldn't be in.
Having that additional wildcard slug url layer—where the contact triggers on actual product pages views—would be a ideal and bottom funnel stuff to create tasks for the contact owner to call them.
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