Within your Patch account, filter rules that use Contact/Customer data are how you create Lists or Segments for various functions such as sending out messages, applying loyalty, running reports, and much more. The value of a data field that is stored on your Contact Profile within your Patch account is how you determine most of the functions and features available to you. Filter Rules based on Data Field Values are the oil that keeps your car running.
Anytime you come across a Filter or Filter Rules there will be two distinct sections:
- Match ALL of these rules - This means ALL contacts must meet ALL the rules in this section.
- Match ANY of these rules - This means that contacts could meet ANY / EITHER of these rules.
The data fields available under the first dropdown will vary depending on where in the Patch Portal you are using them, this is intentional as only certain data types will generate results based on the tool or feature being used.
Available Field Types Seen in Filters
Contact-specific fields include all default fields available on contacts plus any user-created fields. All fields on the account can be located by navigating to Account Settings > Fields.
Event-specific fields include all events that can occur for a contact. All event types can be viewed by navigating to the Event Log page.
General fields are user-created fields. General fields can be created and viewed at Account Settings > General Fields for use in filters and SmartText.
Account-level fields are data fields that include account information such as Account Name, Business Phone, and more. Account fields can be updated in the Account Settings > Account Details page.
Using the Filter Rules tool:
When you click on the ‘Create a new rule’, it will bring up a drop-down list where you can choose the field(s) your filter will search by. You can scroll down the list and choose or simply type in the field you are interested in selecting.
The data field you choose in this first dropdown option will determine the operation function and the value available in the subsequent fields.
The middle field contains a drop-down list of modifiers or operations to be used with the first field.
The last field is where you can enter the value of the data field chosen.
Depending on your goal will determine how a filter needs to be set up.
Make sure to always click Save or Save & Close when you are finished.
Now let’s look at a few examples:
For the first example, let’s create a filter for those who have made a purchase within the last 30 days.
For the first field we would choose ‘Last Purchase Date’ and in the second field ‘Is After’
There are two options that appear: Absolute Date and Relative Date
Absolute Date: Set as a specific static date
Relative Date: This is a dynamic date that can vary
It will display a Preview that lists the projected date in the timezone listed in the Account Settings.
You can enter the amount days and whether it is in the future or the past.
You have the option to select the edit pencil and enter the Time Code manually.
Once you have finalized your choices, Save.
For further assistance with setting up an Filters or any other features, feel free to contact our Customer Success team via the TextChat widget in the bottom left corner of your Patch account or via email at firstname.lastname@example.org