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Danielle_Wong
Danielle_Wong
Community Manager
March 24, 2016
Solved

Excluding leads in currently running programs

  • March 24, 2016
  • 2 replies
  • 2307 views

What is the best way to exclude those who are currently in a scheduled program?

I am running program A and B, and am going to be creating program C. But I want to make sure that anyone who's currently in either A and B are not included in program C.

Thanks and hope the above makes sense.

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Best answer by Dan_Stevens_

After giving some further thought to this, the filter I provided will still let leads through that are members of one program; and not members of another (since the values in the program field are evaluated as "OR").  So you will need a filter for each program in your instance (that you want to use in this exclusion filter):

What would be needed here for your desired approach is a "NOT Member of Program" filter.  But that doesn't exist.

2 replies

Danielle_Wong
Danielle_WongAuthor
Community Manager
March 24, 2016

Thanks Dan!

What if i changed "is" to "is any"? This way if I happen to skip one of the programs that is currently running, that'll cover me?

OR is there way to generate a list of programs that a lead is currently a part of? Then I can quickly see which programs I need to exclude from the filter?

Thanks

Dan_Stevens_
Dan_Stevens_Accepted solution
New Participant
March 24, 2016

After giving some further thought to this, the filter I provided will still let leads through that are members of one program; and not members of another (since the values in the program field are evaluated as "OR").  So you will need a filter for each program in your instance (that you want to use in this exclusion filter):

What would be needed here for your desired approach is a "NOT Member of Program" filter.  But that doesn't exist.

Danielle_Wong
Danielle_WongAuthor
Community Manager
March 24, 2016

Okay, understood. Thanks Dan!

Dan_Stevens_
Dan_Stevens_
New Participant
March 24, 2016

CORRECTION: See other reply below...

Include this filter along with your other filters:

This filter by itself will qualify ANYONE who is not a member of either program A or program B.  So be sure to include additional filters (e.g., member of list, etc.).

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