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

Last updated: November 17, 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, 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, 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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