Using Filters to Send a Message (SMS or Email)

This will better explain how to use Filters when sending a Text (SMS) or Email

Getting there: 

1. Start a new message blast
2. Go through each step until you get to page 4 "Recipients" 
3. Select the 2nd option "Add rules to limit recipients"
4. From this page, you can limit your contacts. You just need to decide who you want to select. Below are a few examples of the most common rules to filter your contacts: 

Filter your contacts based on Last Checkin Time

1. Start under the box, AND Match ALL of these rules
2. On the first dropdown that says Create a New Rule, scroll down to find Last Checkin Time
3. Based on whether you are trying to select recent check-ins or past customers you will click on the second dropdown and change it to Is After to select recent check-ins or "Is Before" to select customers that haven't been back in a little while
4. On the 3rd dropdown "Create a relative or exact filter?"
   • Exact Date/Time - You can click on the calendar and find a specific date and time to select
   • Relative Time - Select your days and change "In Future"  to "In Past"
5. The example below will select any contact that has checked in within the past 90 days
   
   

Filter your contacts based on number of check-ins

• • • Start under the box "AND Match ALL of these rules"
    • On the first dropdown that says "Create a New Rule" and find "# Checkins"
    • On the second dropdown,there are 3 common options used below:
      • Equals - this will select those customers that have an exact number of check-ins
      • Less than - this will select those customers that have less check-ins then what you put in the 3rd box
      • Greater than - this will select those customers that have more check-ins then what you put in the 3rd box
    • The example below will select those contacts that have checked in on your kiosk "Less than" 3 times
      
      

• Filter your contacts based on the number of loyalty points
  • Start under the box "AND Match ALL of these rules"
  • On the first dropdown that says "Create a New Rule" and find "Loyalty Points"
  • On the second dropdown, there are 3 common options used below:
    • Equals - this will select those customers that have an exact number of loyalty points then what you put in the last box
    • Less than - this will select those customers that have less loyalty points then what you put in the last box
    • Greater than - this will select those customers that have more loyalty points then what you put in the last box
  • The example below will select those contacts that have 6 or more loyalty points