Lists, Lead Scoring & Workflows

LangMagic
Participant

List Filters

SOLVE

Hello all!

 

I created a list and a filter that excludes all the contacts whose names contain "Russian", but the list still generates the contacts that contain this value. 

 

Is the filtering done wrong? I would love your input. 

 

Thank you)

Screenshot 2024-10-02 at 20.32.46.png

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

List Filters

SOLVE

@LangMagic yes, you can create lists and reuse them within other lists, either excluding or including them. When you add a new list filter, simply search the filter options for "List membership".

 

This makes especially sense if you're planning on using an exclusion in multiple places or repeatedly. You then don't have to recreate it every time.

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

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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

List Filters

SOLVE

Hi @LangMagic,

 

Have you saved the filters and waited for the list to populate and finish?

 

Previews are often incorrect.

 

Also keep in mind that the AND in your filters means that both criteria must be met. Only contacts who have a specified first name and who at the same time meet the job title criteria will end up on the list.

 

If you want contacts with either matching names or a specific job title, add a filter using OR (one of the two must be true for a contact to enter the list).

 

Best regards

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

Beratungstermin mit Karsten vereinbaren

 

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LangMagic
Participant

List Filters

SOLVE

Thank you so much for your reply! 

 

I need both of these criteria. I created the list yesterday, and at first also thought that the preview might be inaccurate. But then I researched "Russian" in the made list, and it was still there. 

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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

List Filters

SOLVE

@LangMagic did you change the list operator from AND to OR, see my previous reply?

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

Beratungstermin mit Karsten vereinbaren

 

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LangMagic
Participant

List Filters

SOLVE

You say that "AND in your filters means that both criteria must be met", but that's what I need. 

Contacts that exclude "Russian" in the name, and contain "YouTube Creator" in the Job title. 

 

Am I not understanding something?)

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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

List Filters

SOLVE

@LangMagic okay, thanks for confirming. In the left sidebar of the list, you can click "Test contact". What do you see when you select one of the Russian contacts on the list?

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

Beratungstermin mit Karsten vereinbaren

 

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LangMagic
Participant

List Filters

SOLVE

@karstenkoehler I think I have to maybe write out the naming criteria separately 

Screenshot 2024-10-03 at 16.56.24.png

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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

List Filters

SOLVE

@LangMagic correct, either that or build another list that contains all contacts where first name contains any of [...], then exclude contacts from that list in your main list.

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

Beratungstermin mit Karsten vereinbaren

 

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LangMagic
Participant

List Filters

SOLVE

@karstenkoehler Thank you, will try it. And is it possible to list as a criteria for filters in a new list?

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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

List Filters

SOLVE

@LangMagic I'm not sure I understand, could you rephrase?

 

If you mean filtering for list membership, then yes. Simply add a new filter and "List membership" will appear below "Contact properties".

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

Beratungstermin mit Karsten vereinbaren

 

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LangMagic
Participant

List Filters

SOLVE

@karstenkoehler Sorry for that. I will re-phrase. 

So, let's say I create a list, called Red Names, with a filter that states to show all names that have "Red" in them. 

 

Then, I create another list, but in filter creation, I want to take data from Red Names and use it as part of filtering in my new list. For example, create a list of all contacts excluding all contacts from "Red Names" list. 

 

Because, if going back to my case, I need to create a list that doesn't contain multiple variables - "Russian", "Spanish" and so on. But, you recommended I create a separate list just to exclude "Russian". So if I do so, can I use this data to create a list with a bunch of different variables including "Russian"? My main goal is to have la ist excluding multiple variables one of them being "Russian". 

 

Hope this makes sense. 

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

List Filters

SOLVE

@LangMagic yes, you can create lists and reuse them within other lists, either excluding or including them. When you add a new list filter, simply search the filter options for "List membership".

 

This makes especially sense if you're planning on using an exclusion in multiple places or repeatedly. You then don't have to recreate it every time.

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