Sample Filters

Sample Filters

Below are several useful examples of filters. You can then apply the examples directly in your own business (assuming you have the same member data) or, of course, create other filters based on your other member data. 

Är du osäker på grunderna med filter läs sammanfattningen här

  • Filter events between different dates
  • Create filters for Follow-ups
  • Filter on activity
  • Filter by language
  • Filter on member activity

Create filter
The workflow (step 1 and Step 2) to create filters based on your member data is as follows:

Step 1-Create filters

  • Go to menu Tags & filter, Click the new Filter button to enter a name for your filter, here "new Filter". 
  • Then enter the tag (s) on which the filter should be based, e.g. "Newsletter" As in the example here And click Save the filter to proceed.

Clustered filter: 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 Grupperat filter.) 

The steps above are the same for all filters that you choose to create. 

Step 2-The type of data in the filter

The subsequent torque shifts slightly when choosing the type of data you want to start from. Then you set the filter rules based on the need, i.e. depending on whether it is the date of the order, product type or other parameters that you want to filter by. 


Filter events between different dates

  • After naming the filter and selecting the tag/tags on which to base it, 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 "Order" group is selected where order information such as product type, quantity, price, date, etc. has been collected. Common groupings to choose to create filters from are also, for example, Personal data that contains information such as name, address, etc. for which you can then create filters. 

  • 1) then select Order Date in the drop-down list on the left as described below, 2) in the Middle field, enter the rules for the time span you want and finally 3) which dates are current are entered in the right field. See the example below. (To specify more rules for the filter, select New Rule. See the example image below with two rules with each date.)

  • Click the Save Rule's button to build the filter. 

The result: The above filter collects the customers who have placed an order between the current dates 1st Jan-31st March as described above. Note that you can also specify events that occurred during the current period for which you created a filter. You create a third field, for example, for customers who made a purchase or placed an order between the current dates. 


Create a filter for follow-ups 

  • Follow the initial steps above, but usually you need to adjust the tag that the filter is based on to "Order completed" and then select Order as the main group you want to use customer data from. See the example below:

  • 1) Next, select the "order created" option on the left of your custom field , 2) in the center field, enter the rule, here "is days ago", and then 3) the date range with the number of days you want to use, here is used 14 days.  See picture below: 

  • Click the save RegeL button to start building the filter. 

The result: The filter collects current customers who created an order 14 days ago. This is then dynamically controlled after each individual customer controlled by the day when an order was created. 


Filter on activity

With activity means when any customer/member either opened or clicked in a campaign. 

  • Start by naming the filter and which tags the filter should be based on, according to the first step above. 
  • When you want to filter by activity, your own specified membership data is not used as in the cases above. Rule records the activity anyway. Instead, click the button on the far right corner of the slide, New Member Rule to open up the options for the special field where you can select just task. 
  • Where 1) You first choose what to filter on, this activity, 2) then the rule for the filter, here "least days ago" followed by 3) The number of days that you want to analyze from. See examples below:
  • Click the Save Rule's button to start creating the filter. 

The result: The filter captures customers with activity from 365 days and backward. It is then dynamically controlled after + 365 days of inactivity per each customer. 


Filter by language

  • Start by naming the filter and specifying which tags the filter should be based on, as shown in the first step above. 
  • When you want to filter by language, your own specified membership data is not used as in the cases above. Rule records language anyway. Instead, click the New Member Rule button at the far right of the image to open up the options for the special field where you can select the language. 
  • Then 1) Select from the left first to filter in just language, 2) then the rule for the filter ("Equals" or "does not equal") and then 3) specify the current language. See examples below:

  • Click the Save Rule button to build the filter. 

The result: The filter above contains your Francophone customers. 


Filter on member activity

Member activity means when any customer/member has either opened or clicked a specific link in a campaign or clicked on any link at all in an automation

  • Start by naming the filter and which tags the filter should be based on, according to the first step above. 
  • When you want to filter by member activity, you start by clicking the New Activity Rule button. This opens the options for the Special field where you can choose how you want to filter. 
  • Campaign: Select campaign, then choose which campaign filter to apply to, if the member has/hasn't, opened the email/clicked on specific link, and then: Select for Max how many days back the filter will apply. 
  • Automation: Select Automation, then which automation the filter will apply to, has/hasn't, opened the email/clicked on any link, max How many days back the filter will apply.
  • See examples below:

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