We would like to filter a view for the lead entity based on the related contact (parent contact) that is a member of a certain segment. However, the resulting query is always 0.
Filtering Lead View based on related contact segments
My test: 1.In contact, these two queries will return different results: (1) contacts who 'segmentmember'' column is this segment will be returned.
(2) only when the contact has been added as a member of a segment, they will be returned regardless of whether their 'segmentmember' column has a value.
Filtering Lead View based on related contact segments
Hi Partner, As you said: So it seems like there is a difference between the normal Contacts and the Parent Contact for lead (Contact)??? It's crazy that everything does work out as you say
Filtering Lead View based on related contact segments
Thanks again for taking the time and responding!
However, I am still confused.
So I checked again and the "Leads -> Parent Contact for lead (Contact)" is definetely correct and spills out a result if I query this.
On the contact entity, if I view the SegmentMember or Segment-ID column, I do not see any values whatsoever. However, what i really do find weird, is that if I filter Contact -> SegmentMember[equals "Value_XX"] it works just as expected:
So it seems like there is a difference between the normal Contacts and the Parent Contact for lead (Contact)???
Filtering Lead View based on related contact segments
Hi Partner,
You mentioned: everything seems to work perfectly fine: Contact -> SegmentMember[equals "Value_XX"]
So the SegmentMember lookup field is not null in contact entity?
If so, it may be due to a problem with the chosen relationship between the contact and the leader.
You selected 'Parent Contact for lead (Contact)' when query records, so you need ensure that the 'Existing contact' field must be filled if you want to some leads will be returned.
For example:
I populated segmentmember onto one contact maually:
Filtering Lead View based on related contact segments
Hi Partner,
By 'segment' do you mean segment in Marketing?
If so, you can't filter records you want through 'Segmentid' or 'Segmentmember' lookup fields on the contact entity.
Segments do not have a many to many relationship with Contacts.
There is some kind of many to one relationships from Contact to Segment as there is some strange ‘Segment’ lookup field on the contact but that doesn’t many any sense because a Contact can belong to many many segments.
You can check that both fields are empty, even if you have added the contact to a segment.
That's why your result queries are always 0: to make irrelevant fields conditional.
I hope you can verify my answer if it helps you! If you have any questions, please feel free to contact me.
Regards,
Leah
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