Using Match All

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and Advanced

For advanced users, Lead Liaison provides an option to use a combination of AND and/or OR logic between each criteria. 

• Match All = Uses AND between each criteria. 
• Match Any = Uses OR between each criteria. 
• Advanced = Use AND or OR in a formula to match criteria. 

For Advanced, enter in a formula in the text field as shown below:

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Formulas use the criteria numbers as shown below:

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Here are a few examples of valid formulas:

• 1 AND 2 
• 1 OR 2
• 1 AND (2 OR 3 OR 4)
• (1 AND (2 OR 3 OR 4) AND 5) AND 6

Here are a few examples of invalid formulas:

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1 AND 2 OR 3

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1 AND 2 (3 OR 4)

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1 AND OR 2

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1 XYZ 2

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1 AND 2 AND (2 OR 3) OR 4

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1 AND 3

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When the “Advanced” option is selected, the following two green boxes are shown:

1. The first one is “Match Prospects that meet ALL of these conditions”. This box must contain “Known=true” filter.

2. The second box is “And meet ANY of these conditions”.
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Note:

1. Known (Has Email) filter must be used in the top section.

2. At least two criteria must be used in the bottom section.

3. No more than three criteria may be used in the bottom section.

Helpful Tips

Here's a few tips when working with Step 1 of Automations or Segmentation:

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