Lists, Lead Scoring & Workflows

SBattuello
Member

AND OR Logic

SOLVE

Hello,
I am trying to set an active lists.. i would like to set the following filters:

Group 1:

 

Lifecycle stage is any of Marketing Qualified Lead, Sales Qualified Lead

and

List membership is member of “Intersolar 2025 Leads”

and

Marketing contact status is Marketing contact

and

Lead status is none of Customer

 

AND

 

Group 2:

 

Last email open date is more than 30 days ago

 

OR Last email open date is unknown

 

OR Last activity date is more than 30 days ago

 

OR Last activity date is unknown


Is it possibile? I can see that the 'OR' is set by default..but like this it's Group 1 OR Group 2 right??
How can i set as I have explained above? 

Screenshot 2025-05-19 101152.png

0 Upvotes
1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

AND OR Logic

SOLVE

Hi @SBattuello,

 

You'll have to split out your filter criteria across more filter groups. If I read your criteria correctly, it would have to look like this:

 

[Group 1]

Lifecycle stage is any of Marketing Qualified Lead, Sales Qualified Lead

AND List membership is member of “Intersolar 2025 Leads”

AND Marketing contact status is Marketing contact

AND Lead status is none of Customer

AND Last email open date is more than 30 days ago

 

OR

 

[Group 2]

Lifecycle stage is any of Marketing Qualified Lead, Sales Qualified Lead

AND List membership is member of “Intersolar 2025 Leads”

AND Marketing contact status is Marketing contact

AND Lead status is none of Customer

AND AND Last email open date is unknown

 

OR

 

[Group 3]

Lifecycle stage is any of Marketing Qualified Lead, Sales Qualified Lead

AND List membership is member of “Intersolar 2025 Leads”

AND Marketing contact status is Marketing contact

AND Lead status is none of Customer

AND Last activity date is more than 30 days ago

 

OR

 

[Group 4]

Lifecycle stage is any of Marketing Qualified Lead, Sales Qualified Lead

AND List membership is member of “Intersolar 2025 Leads”

AND Marketing contact status is Marketing contact

AND Lead status is none of Customer

AND Last email open date is more than 30 days ago

AND Last activity date is unknown

 

There is currently no way to force a different combination of AND and OR in list filters. You have to follow HubSpot's groups where each group only contains AND and groups are connected via OR.

 

Alternatively, creae a separate list that contains all contacts where

 

Last email open date is more than 30 days ago

OR Last email open date is unknown

OR Last activity date is more than 30 days ago

OR Last activity date is unknown

 

... then, going back to your original list, simply filter for:

 

Lifecycle stage is any of Marketing Qualified Lead, Sales Qualified Lead

AND List membership is member of “Intersolar 2025 Leads”

AND Marketing contact status is Marketing contact

AND Lead status is none of Customer

AND List membership is member of [new list]

 

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

1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

AND OR Logic

SOLVE

Hi @SBattuello,

 

You'll have to split out your filter criteria across more filter groups. If I read your criteria correctly, it would have to look like this:

 

[Group 1]

Lifecycle stage is any of Marketing Qualified Lead, Sales Qualified Lead

AND List membership is member of “Intersolar 2025 Leads”

AND Marketing contact status is Marketing contact

AND Lead status is none of Customer

AND Last email open date is more than 30 days ago

 

OR

 

[Group 2]

Lifecycle stage is any of Marketing Qualified Lead, Sales Qualified Lead

AND List membership is member of “Intersolar 2025 Leads”

AND Marketing contact status is Marketing contact

AND Lead status is none of Customer

AND AND Last email open date is unknown

 

OR

 

[Group 3]

Lifecycle stage is any of Marketing Qualified Lead, Sales Qualified Lead

AND List membership is member of “Intersolar 2025 Leads”

AND Marketing contact status is Marketing contact

AND Lead status is none of Customer

AND Last activity date is more than 30 days ago

 

OR

 

[Group 4]

Lifecycle stage is any of Marketing Qualified Lead, Sales Qualified Lead

AND List membership is member of “Intersolar 2025 Leads”

AND Marketing contact status is Marketing contact

AND Lead status is none of Customer

AND Last email open date is more than 30 days ago

AND Last activity date is unknown

 

There is currently no way to force a different combination of AND and OR in list filters. You have to follow HubSpot's groups where each group only contains AND and groups are connected via OR.

 

Alternatively, creae a separate list that contains all contacts where

 

Last email open date is more than 30 days ago

OR Last email open date is unknown

OR Last activity date is more than 30 days ago

OR Last activity date is unknown

 

... then, going back to your original list, simply filter for:

 

Lifecycle stage is any of Marketing Qualified Lead, Sales Qualified Lead

AND List membership is member of “Intersolar 2025 Leads”

AND Marketing contact status is Marketing contact

AND Lead status is none of Customer

AND List membership is member of [new list]

 

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.