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RonWithTwoAs
Member

If there are 2 conflicting smart rules from a contact being on 2 lists, how does that work?

SOLVE

It's an odd situation, but here's the trouble:

 

John@whoevertheheck.com is a contact in list A and List B.

 

List A contains 1000 contacts, List B contains 100 contacts that are also on List A in case we want a more targetted email.

 

There's an email that goes out to several lists, and one of the modules has smart content. That content has a default generic vesion, a version for List A, and a version for List B.

 

However, All the contacts in List B are also contained in List A.

 

Does Hubspot determine that List B, being the smaller, more targetted list, overrides the rule in List A?

 

Thanks for the help. 🙂

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

If there are 2 conflicting smart rules from a contact being on 2 lists, how does that work?

SOLVE

Hi @RonWithTwoAs,

 

Usually HubSpot checks rules (in any tool) one after the other, following the order that they were set up in. First list, second list, if none apply show the default.

 

My recommendation would be to set up lists to be mutually exclusive to have full control over this situation. In your case, you would have to decide which variation is more important, I assume version B as it's smaller. You would then have to create another list that contains all A contacts minus the B contacts.

 

Hope this helps!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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

If there are 2 conflicting smart rules from a contact being on 2 lists, how does that work?

SOLVE

Hi @RonWithTwoAs,

 

Usually HubSpot checks rules (in any tool) one after the other, following the order that they were set up in. First list, second list, if none apply show the default.

 

My recommendation would be to set up lists to be mutually exclusive to have full control over this situation. In your case, you would have to decide which variation is more important, I assume version B as it's smaller. You would then have to create another list that contains all A contacts minus the B contacts.

 

Hope this helps!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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

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RonWithTwoAs
Member

If there are 2 conflicting smart rules from a contact being on 2 lists, how does that work?

SOLVE

Ahh ok that makes sense.

 

Just another question for the sake of understanding how it works: If it reads the rules from first to last, does it choose the first or the last as the go-to? I won't rely on this method in general, but it'd help with explaining things to some of my co-workers if an email is sent and there are conflicting rules that were missed.

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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

If there are 2 conflicting smart rules from a contact being on 2 lists, how does that work?

SOLVE

Hi @RonWithTwoAs,

 

Just tested this in my own portal to confirm, it is as I wrote above: First list, second list, third list and so on, if none apply show the default.

 

Best regards!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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

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RonWithTwoAs
Member

If there are 2 conflicting smart rules from a contact being on 2 lists, how does that work?

SOLVE

Ok thanks! 🙂

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