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

Last updated: August 12, 2021

Applies to:

Marketing Hub Professional, Enterprise
Sales Hub Professional, Enterprise
Service Hub Professional, Enterprise
Operations Hub Professional
CMS Hub Professional, Enterprise
Legacy Marketing Hub Basic

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

 

AND logic

To identify objects that meet all criteria within a set of list filters or workflow enrollment triggers, use AND logic. 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.

You can also segment records based on multiple property values from associated records. To do this, you can set up multiple filters specific to the associated object (e.g., companies, deals, etc.) by clicking the nested AND button. For example, to identify companies that have an associated contact with a known company domain name AND annual revenue greater than 100,000, click the nested AND before adding the second filter or trigger.

 

OR logic

To identify objects that meet at least one criteria within a set of list filters or workflow enrollment triggers, use OR logic. 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.