Filter-How it works
With filters you start from the data/information that you have on your customers and members. It is usually customer data and information about your customers such as name, zip code, address, city, customer type, interest, etc. that is referred to as custom field . Based on your custom field you can filter your 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:
- Go to the Tags menu & filter.
- Click the New Filterbutton, then enter a name for your filter.
- Then enter the tag (s) on which the filter should be based, e.g. Tag "newsletters" As in the example here And click Save Filter to proceed. Basing the filter on a tag means specifying which part of its target group you want to base the selection on. (As an alternative, you can also create a grouped filter. This means merging two or more previously created filters to combine more parameters. Search through the question mark in the lower right corner to read more about the grouped filter.)
The above step is the same for all filters that you choose to create. The subsequent torque shifts slightly when you choose what type of data you want to start from and then you set the filter rules based on the need, ie depending on whether it is the date, brand or other parameters that you want to filter by. Shortly, you have soon made your first filter. Good luck!
- In the next step, select from which master group you want to retrieve member data. See picture below. This is the information referred to as custom field created under the Members menu>Groups and. In this example, the "Personal Data" group is selected where member information such as first name, address, language, etc. has been collected. Common groupings to choose to create filters from are also, for example, Orders that contain information such as product type, date of order, etc. for which you can then create filters. More examples of different filters can be found here.
- In the three fields shown, you specify from left, 1) The current category of member data to be filtered. 2) the setting of the rule for the filter and finally 3) The actual member information desired to filter. (As a premium if you have more rules in your filter, you can choose between "match something" or "match all" rules. Read more about it here.)
- Click the Save Rule's button to start building the filter.
Result Then the filter will start to be created and, as the example above, members with the title Marketing Filtered out according to the rules above and the results of the matching members appear at the bottom of the screen. We recommend a few samples to confirm that the sample shows the requested result.