Smart List Is including Leads That Should Be Excluded

Description description

You have a Smart List that should exclude a group of leads from a campaign, but they still show up in the Qualified Leads list

Resolution resolution

Check the filter logic for your Smart Lampaign. β€œOr” logic allows leads that only qualify for some but not all of the filters to be included in the membership. For example, you could have a Smart List with the following filters.

  1. SFDC Type = Contacts
  2. Unsubscribed = False (You are trying to exclude unsubscribed leads)
  3. Visited Webpage - http://www.company.com/products

If you use the following Advanced logic - β€œ(1 or 2) and 3” - you will still have unsubscribed leads showing up in the list because they are Contacts, and the logic says they can be either Contacts or Unsubscribed = False. They only need to satisfy one of the two filters to qualify, and an unsubscribed Contact would go through.

There is a blog post that goes into more detail on this. Smart List Logic - How many people do you want in your club?

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