Hi all,
I thought I'd put in a forum post about this, but I couldn't find one, so here goes. I want to understand how a list I'd put together is working.
These are inactivated in our system currently, as we're gearing up for an upgrade into v16.
The list I ended up with is this:
2. Is the above list asking what I'm trying to ask?
This returns 12,962 total constituents. My understanding is that the list works by asking "Who has all of the Primary Criteria or all of the Alternate Criteria".
Another question is this: when I remove a criteria from either the Primary or Alternate Criteria sets, the number of records returned goes down. Intuitively, I think that removing criteria (making the criteria less restrictive) would allow for more records to be pulled in, but that is not the case. For instance:
Removing 'No-Promote-Phone' from the Primary Criteria reduces the total count to 6036.
Removing 'No-Promote-Phone' from the Alternate Criteria reduces the total count to 12,667.
Please help! I don't seem to understand how to think this through. I thought I did, but my lack of understanding of the numbers is making me nervous. I was able to pull together a list of ~13000 people who do have some sort of contact restriction, but I want to make sure I have a list of everyone who has a contact restriction.
Nathanael Pearson said:I want to make sure I have a list of everyone who has a contact restriction.
I would do this in SQL (have you looked at "show query" for your criteria?), but doing it completely in List Manager, I think I'd make separate lists of each restriction, e.g. all of the values of "mail restriction", in one, etc., and then combine the lists. Would be easier to spot-check, imho.
I might use Extraction manager instead of list manager. When you start layering too many things I find List manager doesn't work so well.
Would it be something as simple as this?
The result (14,873) is ~2k off my list.
That look right to me, just make sure you aren't doing any household/affiliate substitution (shouldn't be default, right?) or implicit filtering in the Extraction Header.
I do have one bit of household swapping going on for each segment (see below)
All of our communications go out to the household level, so I thought it made sense to make that consistent across each segment.