Using Advanced Smart List Rule Logic using-advanced-smart-list-rule-logic
You can find the exact people you need by applying Smart List rule logic to multiple filters within a Smart List. Here’s how.
Add Logic to a Smart List add-logic-to-a-smart-list
By default, your Smart List will find the people that match ALL filters (filters 1 and 2 and 3). You can change the rule logic to find people that match ANY of the defined filters (filters 1 or 2 or 3), or use advanced filters (filters 1 and 2 or 3).
In this example, let’s say you want to find people in California and with a score of at least 50 points or with a status of “Sales Qualified.”
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Select Use Advanced filters from the drop-down.
note note NOTE Using Advanced filters reduces the need to create Smart Lists with the Member of Smart List filter. This helps optimize performance. -
The Advanced filters text box will display “and” as the default value between all your filters.
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Type a pair of parentheses around “2 and 3.”
note caution CAUTION You must use “and” before “or” when entering rule logic. -
Change the “and” between “2 and 3” to “or.”
Use Parentheses When Mixing “And” and "Or use-parentheses-when-mixing-and-and-or
Mixing “and” and “or” logic requires parentheses to make your intention clear.
Use Nested Parentheses for Four or More Filters if Needed use-nested-parentheses-for-four-or-more-filters-if-needed
Depending on your intention, you may need to add nested parentheses when using four or more filters.
