Filter-How it works

Filters are based on the data/information you have on your customers and members. It is usually customer data and information about your customers such as name, postal code, address, city, customer type, interest, etc.m. and these are referred to as custom field . 

Based on your custom field you can filter the audience based on these values saved for each recipient. In this way, you become more relevant and efficient in your communication and you can also control mailings according to the desired data. 

Below is a basic example of how to easily build a filter based on your customer data in Rule. You can then apply the procedure directly to your own business and of course create other filters from the outside of your member data. 

To create a filter, do the following: 

  • On the Tags & Filters menu, click the New   Filterbutton , then enter a name for your filter, please add a slightly more detailed description to the box below.

  • Then enter the tag/tags on which the filter should be based, such as the "Newsletter" tag as in the example here, and click Save filter to proceed.

    Basing the filter on a tag means specifying which part of your target group you want to base the selection on. (As a premium, you can also create Grouped filters as an option. This means merging two or more previously created filters to combine more parameters. Search through the question mark in the lower right corner to learn more about GroupedFilter.)

The step above is the same for all filters that you choose to create. Subsequent steps shift slightly when you choose the type of data you want to start from and then you set the filter rules based on need, i.e. depending on whether it is the date, brand or other parameters that you want to filter by. Soon you will soon have made your first filter.

Rule's in filters

In the next step, select which custom field on which to base the filter. In this example, the group " Interests" and the member field "Active". Other common groupings to create filters from include: Order that contains information such as product type, date of order, etc.m. Fler exempel på olika filter finns samlade här.

1)  custom field : Select the field on which the rule should be based, for example: campaign, automation, language, or activity.

2) Setting the filter rule and finally 

3) The actual member information desired to filter. 

Use more rules

As a premium if you have more rules in your filter, you can choose between "Match something" or "Match all" rules.

Match Something = Means that any of the rules constitute a filtering. The filter retrieves a value that matches one or two of the values. That is, one or any rule must match the member for it to be included in the filter. 

Match All = Means that the rules together constitute a filtering, i.e. the filter retrieves the values that match all the values. That is, all rules must match the member for it to be included in the filter. 

4) Click the Save Rules button to start building the filter. 

As a result, the filter begins to be created. We recommend a couple of samples to confirm that the sample shows the requested result. 

Klicka här för fler exempel på efterfrågade filter som att segmentera på X antal dagar efter köp eller att filtrera ut kunder som handlat under en viss period m.m 

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