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Segment question

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Posted on by 40

I am needing to create a segment for an email which contains those in the Contacts who have not yet invested segment PLUS Primary contacts of organisations who have not yet invested segment and EXCLUDE the Current applicants segment.

I thought the below would work but it gives me just those in the Primary contacts of organisations who have not yet invested EXLUDING the Current applicants.

I have also tried with OR between the first 2 segments and that gives me the Contacts who have not yet invested EXCLUDING the Current applicants.

pastedimage1623900682058v1.png

Help?!

Thanks

Sarah

  • Suggested answer
    Nya Profile Picture
    Nya 29,058 on at
    RE: Segment question

    Hi Sarah,

    The segment in the following screenshot is what you need.

     pastedimage1623908419814v1.png

    S Seg 01 = Contacts who have not yet invested

    S Seg 02 = Primary contacts of organisations who have not yet invested

    S Seg 03 = Current applicants

    It allows to filter out the Contacts (in 01 and not in 03) or (in 02 and not in 03).

     

    If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.

    Best Regards,

    Nya

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