Tips, Tricks & Best Practices

elaineyang
Membro

Type of Contact Filters

resolver

Hi everyone! I would like to filter out a group of contacts which is not of my team's interest. We basically would like to filter out the contacts that have been imported by our Marketing team and has grouped them under 'EDM Mailing List'.

 

Screenshot 2024-09-20 at 4.26.23 PM.png

 

I tried to do the Advance Filter however not sure not it works but this group still shows up on my list!

 

Screenshot 2024-09-20 at 4.29.35 PM.png

 

Thank you for your advice in advance.

0 Avaliação positiva
1 Solução aceita
karstenkoehler
Solução
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Type of Contact Filters

resolver

@elaineyang I just tested this in my portal and it worked fine. Could you double check, refresh your tab, try again? Could you share another screenshot of the filter?

 

If not, can you find these contacts in a regular contact list, by filtering through "List membership"? It's a bit uncommon to filter for marketing contact status source – and while it's possible, filtering for list membership might be faster.

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.

Exibir solução no post original

4 Respostas 4
karstenkoehler
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Type of Contact Filters

resolver

Hi @elaineyang,

 

You need to use the filter "doesn't contain exactly EDM" or "is not equal to any of EDM Mailing List". The "is equal" filter requires the value to be exactly the same.

 

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 Avaliação positiva
elaineyang
Membro

Type of Contact Filters

resolver
Hihi, I've tried that but unfortunately it does not work, the contacts
under EDM Mailing List still show up 😞
0 Avaliação positiva
karstenkoehler
Solução
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Type of Contact Filters

resolver

@elaineyang I just tested this in my portal and it worked fine. Could you double check, refresh your tab, try again? Could you share another screenshot of the filter?

 

If not, can you find these contacts in a regular contact list, by filtering through "List membership"? It's a bit uncommon to filter for marketing contact status source – and while it's possible, filtering for list membership might be faster.

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.

elaineyang
Membro

Type of Contact Filters

resolver
The list membership suggestion works, thank you so much!