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stacenic
New Participant
October 26, 2020
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identifying unengaged records in database

  • October 26, 2020
  • 1 reply
  • 4026 views

Hi All!

 

I am having some trouble creating a smart list of all of the unengaged records in our database. The primary filter I am using is this one: 

The issue, is that when I do a deep dive into some of my programs, I am noticing that if a person was not marked as "responded" for at least 1 program, they are eligible for my smart list, meaning they could've been marked as responded for 10 out of 11 campaign, but that 1 campaign puts them in my list. I want to look at records who have been in all of our campaigns, but have not be marked as "responded" for all of them. Meaning no matter which campaign we have put them in, they haven't engaged with us. Anything I am missing with my filtering? Thanks in advance! 

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Best answer by Katja_Keesom

This filter will give you all people who are "unengaged" in at least one program rather than in all programs. I do believe it should work if you reverse the logic, so:

  • Member of Program equals false
  • Program is any
  • Program status is (rather than is not) your success statuses

This translates into all the people that have not "responded" to any program they are member of.

1 reply

Katja_Keesom
Katja_KeesomAccepted solution
Community Manager
October 27, 2020

This filter will give you all people who are "unengaged" in at least one program rather than in all programs. I do believe it should work if you reverse the logic, so:

  • Member of Program equals false
  • Program is any
  • Program status is (rather than is not) your success statuses

This translates into all the people that have not "responded" to any program they are member of.

    S
    stacenicAuthor
    New Participant
    October 27, 2020

    Hi! Thanks for the input! 

     

    How does the reverse logic work if the smart list will now look for people NOT in the program if they are in fact members but just did not reach our "success" statuses? I'm not seeing how this will work 

    Katja_Keesom
    Katja_Keesom
    Community Manager
    October 27, 2020

    The filter is they are NOT in the program WITH a success status, so they can be in the program WITHOUT a success status. So your outcome will give all people who are not in any program at all or are in programs where they did not reach success. If you only want the people who are actually a member of at least one program but did not engage, you can add that as a second filter simply stating Member of Program is true (any program).

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