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Difference between AND vs OR logic in segments, workflows, and reports

Last updated: September 3, 2025

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There are two types of logic for multiple segment filters, workflow enrollment triggers, and report filters

AND logic

To identify objects that meet all criteria within a set of segment filters, report filters, or workflow enrollment triggers, use AND logic. When filtering records in a segment with the original filter editor, AND logic is automatically used within a filter group. If your account has access to the Enhanced Segment Builder Experience beta, you can choose to use AND logic within and between segment groups.

For example, to identify contacts that are from North America AND have a Lifecycle Stage of Customer, click AND before adding the second filter or trigger. When using this AND criteria, only contacts who are North American customers will be included.

venn diagram - AND logic

Only contacts who meet the criteria in the shaded area will be included.

OR logic

To identify objects that meet at least one criteria within a set of segment filters, report filters, or workflow enrollment triggers, use OR logic. When filtering records in a segment with the original filter editor, OR logic is automatically used between separate filter groups. If your account has access to the Enhanced Segment Builder Experience beta, you can choose to use OR filter logic within and between segment groups.

For example, to identify contacts that are from North America OR have a lifecycle stage of Customer, click OR before adding the second filter or trigger. When using this OR criteria, all contacts from North America, contacts who have a lifecycle stage of customer, and contacts who are North American customers will be selected. 

venn diagram - OR logic

Contacts who meet the criteria in all sections will be included.

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