How to: Use Advanced Group Filters

This guide provides a quick and comprehensive overview of the new advanced group filters. These powerful tools expand on our existing filtering capabilities by allowing you to apply sophisticated logical operations.

The Four New Filter Operations Explained

At its core, the advanced filtering system is based on simple logical principles where all values are either true or false. The four new filter types correspond to these logical rules and allow you to precisely combine data from different groups. When you apply multiple distinct filters to a list, the results are automatically combined with an AND function, meaning a record must meet the criteria of all applied filters to be included in the final list.  

UNION

The UNION operation combines all unique records from the groups you select into a single, comprehensive list. If a record appears in more than one of the selected groups, it is only included once in the final result.  

Example: Union of A and B

Use Case: A marketing team wants to contact everyone who has shown interest in a new feature. They need a single list of everyone who either "filled out a survey" OR "visited the product page" in the last week. Using a UNION filter on these two groups creates one comprehensive list without duplicates.

INTERSECTION

The INTERSECTION operation creates a new list containing only the records that are common to all of the selected groups. This is the most precise filter operation, requiring all conditions to be met for a record to be included.  

Example: Intersection of A and B

Use Case: A sales team wants to identify leads most likely to convert. They need a list of all "Marketing Qualified Leads" AND who are also located in the "United States." By using an INTERSECTION filter, the team can quickly generate a highly targeted list of records that meet both criteria.  

EXCLUSION UNION

The EXCLUSION UNION is a powerful, multi-step operation that first creates a UNION of two or more groups and then removes any records that also exist in a designated exclusion group.

Example: Exclusion Union of A and B

Use Case: A product manager wants feedback from highly engaged users who haven't left a public review. They could create a list of all users who have either "viewed a feature tutorial" OR "clicked a help button" (the UNION) and then exclude anyone from the "has submitted a review" group. This creates a highly targeted list for outreach.

EXCLUSION INTERSECTION

The EXCLUSION INTERSECTION combines the precision of an INTERSECTION with the power of an exclusion condition. It works by first finding the records that are common to all specified groups (the INTERSECTION) and then removing any of those records that also exist in a designated exclusion group.  

Example: Exclusion Intersection of A and B

Use Case: A sales manager wants to identify new, high-value prospects. They first create an INTERSECTION of all leads who have "downloaded the enterprise whitepaper" AND "visited the pricing page." To ensure they only target new prospects, they then apply an exclusion to remove any records that are already "paying customers."

The new advanced group filters are designed to help you gain a sophisticated level of control over your data. By understanding the core logical operations of UNION, INTERSECTION, EXCLUSION UNION, and EXCLUSION INTERSECTION, you can build highly precise lists that save time and lead to more valuable insights.

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