Using Match All, Match Any, 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:
Formulas use the criteria numbers as shown below:
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:
| Formula | Reason |
|---|---|
1 AND 2 OR 3 | Cannot have AND or OR at the same level without including them in brackets |
1 AND 2 (3 OR 4) | Missing operator between 2 and grouped 3 and 4 criteria |
1 AND OR 2 | AND and OR are grouped together and not followed by a criteria |
1 XYZ 2 | Invalid text |
1 AND 2 AND (2 OR 3) OR 4 | Cannot have AND or OR at the same level |
1 AND 3 | Missing the 2nd criteria |
Helpful Tips
Here's a few tips when working with Step 1 of Automations or Segmentation:
"Does Not..."
There are four operators that have "does not" ("does not equals", "does not contain", "does not start with" and "does not end with"). Each value in any of these conditions is an OR value. For example, consider this scenario, you have Lead Source values of A, B, C, D and E. You setup only one filter for Lead Source that "does not equals" (3) A, B, C.
Outcome: D and E would be selected since:
• D is NOT equal to A, B or C
• E is NOT equal to A, B or C
Multiple Value Chooser
Clicking the green plus icon on any criteria or action brings up the Multiple Value Chooser window. In this window the user can enter more than one value. For select criteria (State for example) the drop down will be pre-populated. If values are not pre-populated you can enter more values by typing them in the drop down on the left and clicking the "+Add" button or by entering them in (copy/paste works as well) line by line under the "Selected Values" box on the right side. The number shown in the text field on the criteria equals the number of values entered into the Selected Values box on the right.
When the "Add New Value" drop down has a select list (Automations, Campaigns, Web Pages, etc.) then values cannot be typed into the "Selected Values" box to the right. The user has to type the value (URL, etc.) in the drop down box and click the "+Add" button.
