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Hi everyone,

I’m building my own CRM and want to filter for e-mail domains and create company records based on it. But I do not want to create company records for typical free e-mail-providers like gmx, web or gmail. That’s why I want to filter before running the automation. Can I input more than 1 value into the conditioning “does not contain”? And if so, how? I tried putting a comma inbetween the options but that did not work. And I do not want to setup a condition per domain that should not be included.

Thanks for your help!

Regards
Jonas

 

Hey ​@Sticklein,

To such effect, you’ll want to add as many filters as domains you want to filter out. See screenshot below.

 

 
If for any reason you want to have only one filter, you could build a formula filed (e.g. called Generic Email Domain( on your base to FIND() if any of gmail, outlook, hotmail, etc is found on the email address. If yes then show 1, if no then show 0.
Then you would only need to filter where Generic Email Domain is not equal to 1.

Hope this helps!

Feel free to reach out as needed.

Mike, Consultant @ Automatic Nation


Hi Mike,

Ok, so there needs to be a filter/condition per value. I will find a workaround to my original thinking - thanks for your initial idea.


Hey ​@Sticklein, exactly. The workaround for it could be the formula I mentioned above!

If that does not work for you please let me know and we can easily come up with new ideas (e.g. having an additional table of “Vetted Domains”), have an automation identify the email address as a vetted domain, and have all vetted domains filtered out. How is this better? It is easier for you or your team to create new RECORDS for vetted domains rather than editing formulas and or automations each time you want to exclude a new domain. Makes sense?

Feel free to reach out!

Mike, Consultant @ Automatic Nation


Quick summary

Problem:

I want to create a Company-Record based on the Email-Domain of a Contact-Record. But I do not want to create a Company-Record if a Contact uses a free email account provider like gmx, web or gmail. So I need to filter for domains in the automation. But I do not want to set up a filter per domain → I need to filter for more than one value efficiently.


The solution:

  • I’ve created a Domain-table with the domains that I want to filter out.
  • In the automation I:
    • add “Find Record” in the new Domain-table based on the Domain-Column in my Contact-table
    • Set the Condition in the action and check whether the “Find Record”-Module got any results (lenght=0). If it wasn’t found, then a new Company record is created.

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