What is a "Filter"?
A filter is a way to segment your contact list by specific details.
When should I use a "Filter"?
The following are some examples of how filters can be used to help refine your search.
- Sending a blast
- Exporting Lists
- Dynamic Content
- Creating Customer Groups
- Customer Inclusions/Exclusions
- Contacts Main View
How do I set up a "Filter" in the Contacts Main View?
1. From your Dashboard, click on the ‘Contacts’ module in the list on the left-hand side of the portal and then click the ‘Filter’ icon in the upper right-hand corner.
2. To create a new filter, after selecting the Filter icon, click on the ‘ADD’ button.
Existing filters will appear in this list where you can click on them and select to edit or delete them.
3. A window will pop up and this is where you can set the filter rules.
You can name the filter in the empty field at the top.
There are 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.
Here is an example of Match ANY of these rules.
This example can target those who have never redeemed an entry, or not entered in the past hour.
This is the part of the process where you get to set up your filter rules.
4. 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 field that is chosen in this first blank will determine your second and third options.
The middle field contains a drop-down list of modifiers to be used with the first field.
The last field is where you can enter the specific details of your filter ruleset.
Depending on your goal will determine how a filter needs to be set up.
5. Click Save & Close or Save.
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.
If you have a currently Active Filter, it will display a green dot above the filter icon
You can adjust how many rows of results to display and how many pages there are.
If you hover over the page counter, it will display the total number of contacts that meet the requirements of the filter!