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An operator is a part of the smart list that helps you get specific. It lets you describe your filter or trigger in straightforward language. The available operators are different for each type of field. 

Here's a glossary describing each set of operators.

Date Fields

When you choose an operator, the right side will change dynamically.

OperatorRight SideDescription
isSingle DateExact date match
is notSingle DateAny date EXCEPT the one specified
betweenTwo Date FieldsAny date including and between two specified dates
in pastNatural Language Input*See diagram below
in past beforeNatural Language Input*See diagram below
in futureNatural Language Input*See diagram below
in future afterNatural Language Input*See diagram below
in time framePresets (last quarter, yesterday etc)Defined in picklist
afterSingle DateAll records after the specified date
beforeSingle DateAll records before the specified one
on or afterSingle DateSame as "after" but inclusive
on or beforeSingle DateSame as "before" but inclusive
is emptyNoneAll records without a date
is not emptyNoneAll records with any date

 * Natural language input is cool. Here are some of the patterns you can enter:

  • 1 hour
  • 82 days
  • 3 weeks
  • 14 months
  • 1 year

Just type the number and unit together and it'll work!

Note

In past does include the day (up until the time, not after) you create your smart list.

Caution

When you create a smart list using a date field filter (e.g., Date of Birth, SFDC Created Date) and use the before or on or before constraints, the smart list will also include people who have no value in said date field.

 

Use the following diagram to understand the difference between the date operators.

 

Example

Date fields can get tricky when you're working with past and future events. Here are a couple of examples.

In past before

For your new promotion, use this operator to send emails only to people who have not subscribed to or renewed your service within one year or have never been subscribers.

In future after

Say you want to see customers who are up for renewal in 90 days. You would use two separate filters. First use "In Future After 90 days," and second, "In Future 91 Days." That would capture whomever has a date 90 days from now.

String Fields

OperatorDescription
isExact match (not case sensitive)
is notAnything EXCEPT exact match
starts withFirst letters of string match
not starts withFirst letters of string DO NOT match
containsAny letters together in the string match (example: california, fortune, therefor)
not containsNo letters together in the string match. (reverse of "contains")
is emptyRecords that have no value (NULL)
is not emptyRecords with ANY value

Tip

Use positive over negative operators. "Is not" filters have to search the entire data set in your instance, which can be extremely time-consuming. Positive "is" filters can leverage more effective search algorithms.

Integer Fields

Operator

Description

isExact number match ( = 0 will return both leads with 0 and NULL)
is notAnything EXCEPT exact number match
betweenDefine two value to find everyone in between (inclusive)
greater thanAbove the specified
less thanLess than the specified
at leastAbove the specified (inclusive)
at mostLess than the specified (inclusive)
is emptyRecords that have no value (NULL) - zero is a number, it is not NULL
is not emptyRecords with ANY value (including zero)

As you can see, these operators make it easy to speak Marketo-ese with fluency!