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September 13, 2013
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Add a filter to exclude US leads from a smart list

  • September 13, 2013
  • 4 replies
  • 1992 views
Hello,
 
I have a smart list for all leads. I need to send a distribution to this list but I need to exclude all US companies. Is there a filter that you could recommend?
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Best answer by
Hi Christie,

You'll need to add a filter for country is not US to  exclude those lead records who belong in the US.

Hope this helps!

4 replies

September 17, 2013
Hi Christie,

There are two scenarios in this case

Scenario 1: For New leads (never sent email to this leads)

this is scenario you have to the country field filled and follow  Michelle F recommedation

Scenario 2: For existing leads (sent atleast one email)

this is scenario you can use the "Inferred Country" filter to create a smart list, as this field will prefill the filled by marketing
September 13, 2013
Also, I'd recommend adding in different variations (because list loads and forms unfortuanately aren't too consistent). Ex: US; U.S.; United States... etc
September 13, 2013
If you have a list of companies in the US, you might also want to create a filter that says 'Company is not [those companies]'. I have found that some companies might be in the US but have employees in other countries. Just another thought on this topic! :) 
Accepted solution
September 13, 2013
Hi Christie,

You'll need to add a filter for country is not US to  exclude those lead records who belong in the US.

Hope this helps!