In your Patch account, filter rules utilizing Contact/Customer data enable you to create Lists or Segments for various purposes, such as sending messages, applying loyalty rewards, generating reports, and more. The value of the data fields stored in your Contact Profile is essential for determining the functions and features accessible to you. Think of Filter Rules based on Data Field Values as the essential fuel that keeps your operations running smoothly.
Whenever you encounter a Filter or Filter Rules, you will notice two key sections:
- Match ALL of these rules - This indicates that every contact must satisfy all the criteria specified in this section.
- Match ANY of these rules - This means that contacts may meet any one or more of the criteria listed.
The data fields displayed in the first dropdown menu will vary depending on your location within the Patch Portal. This variability is intentional, as only specific data types will yield results relevant to the tool or feature you are using.
Available Field Types in Filters
Contact Specific Data Fields
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.
Events
Event-specific fields encompass all the various events associated with a contact. To explore the full range of event types, simply visit the Event Log page. Additionally, you can access event-level data directly within filters on event-triggered blocks, such as Check-in Finished, Order Finished, and Waiver Finished.
General Data Fields
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 Data Fields
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.
Customer Support
For further assistance with setting up 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 email at success@patchretention.com.