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Dynamic groups, Selecting Based on Multiple And / Or in Different Fields

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New Member
Posts: 8
Country: Australia
Accepted Solution

Dynamic groups, Selecting Based on Multiple And / Or in Different Fields

Hi,

 

I am trying to create a group with the following criteria;

 

Mass Email = Yes (A custom field with selection from a Drop Down List I created)

Job Category = 1GM Large OR 2GM Small OR Engineer etc (A customer field with selection from a Drop Down List I created)

 

I can create a list where Mass Email = Yes AND Job Category = 1GM Large

 

I cannot figure out how to have multiple Job Categories.

 

I did advanced query

 

Line 1 - Mass Email = YES AND

Line 2 - Job Category = 1 GM Large OR

Line 3 - Job Category = 2 GM Small OR

etc.

 

Result was Contacts where Job Category was 1 GM Large  AND Mass Email = Yes PLUS all other nominated Job Categories irrespective of the Mass Email field data. 

 

I tried to do;

Line 1 - Mass Email = Yes

Line 2 - Job Category Contains (1 GM Large) OR (2 GM Small) etc 

 

I couldn't save it.  I am thinking it's related to the fact that I have set the field up to select from Drop Down.  I have no ideas if I was on the right track but I really do NOT want to take away the need to select from the Drop Down.

 

I want one group as I will use it to select to send Bulk Emails using ACT! eMarketing.

 

Other option is a way to send an ACT! eMarketing template to more than one group at once - that would solve it but I don't think that's possible.

 

Thanks in advance.


Accepted Solutions
Solution
Accepted by topic author Naomi3
‎03-28-2016 10:04 PM
Platinum Elite Contributor
Posts: 6,653
Country: USA

Re: Dynamic groups, Selecting Based on Multiple And / Or in Different Fields

Improper grouping with parenthesis. Try 

Line 1 - Mass Email = YES AND

Line 2 - (Job Category = 1 GM Large OR

Line 3 - Job Category = 2 GM Small)

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129

View solution in original post


All Replies
Solution
Accepted by topic author Naomi3
‎03-28-2016 10:04 PM
Platinum Elite Contributor
Posts: 6,653
Country: USA

Re: Dynamic groups, Selecting Based on Multiple And / Or in Different Fields

Improper grouping with parenthesis. Try 

Line 1 - Mass Email = YES AND

Line 2 - (Job Category = 1 GM Large OR

Line 3 - Job Category = 2 GM Small)

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 8
Country: Australia

Re: Dynamic groups, Selecting Based on Multiple And / Or in Different Fields

Thank you so much Roy.  So easy but it eluded me!