Tags & Filter

Rule Tutorial Video - 3 Taggar & filter From Rule Communication On Vimeo.

A tag in Rule usually corresponds to the file name of your "customer list" with email addresses and other member information. The columns from the user information file are saved in Rule as custom field . Filters, in turn, are a way for you to segment your customer data based on specific audiences. Read on for more information on using tags and filters!

Filters are based on your member data/member information, which is so-called custom field in Rule. Member data is meant by the columns and its contents in your Excel file as customer information, address information, etc. Based on your custom field you can then filter out segments of members based on the values imported and saved for each member. For example, if you have customers with the "City" member field, you can create a filter on "City = Gothenburg". In this way, all members who have Gothenburg as their city are filtered out of the list. A basic factor in creating filters is to start from the data that is inside your account in Rule. 

1. Create tags

Tags can be seen as a way to "tag up" members. I.e. a member can have multiple tags on their customer card. If, in connection with the import, you want a list of members to have two tags, such as "New Customer" and "subscriber" to define the addresses in that list, you can do so easily by following these steps:

  • 
One way to create and name tags is via tags & Filter > new tag , and then when importing choose which tags/tag those members belong to:
  • Another way to create one or more tags is to enter a name for the desired tags when importing, click "Add (Enter the name you created)" and then click to create a new tag:

  • Please note that members without a tag will not be affiliated and cannot therefore become recipients of promotions/mailings.

2. Create filters

  • Go to Tags & Filter in the main menu
  • Click New Filter
  • Then name the filter and specify which tags/are based on. Then click Save or create a Grouped filter.
  • You can also Match something (a rule) or Match all (All the rules in the list) rules by clicking Toggle/Toggle. 

     Or 

  • Click New Rule

    Three new fields are now shown as shown below

    Example 1-Filter on languages from standard fields
  • When you choose which custom field you want to start from (for example, from the standard field language).

    The three fields in the image below are listed from the left:

  • 1) Which custom field to be filtered 
    2) The filter rule setting (for example, "contains", "equals" or "is not equal to") 
    3) The data you wish to filter (with the same spelling/name) as it is loaded into the system. 

    Example: Language > contains > English.
  • Then click Save Rule to start building the filter. Or, on the new rule , if more than one rule should be applied to the filter.

Example 2 - Filter by Country from custom field

Example: Country/Country > is not equal to > Sweden

Click Save Rule's

The filter is now synced with the new rule.

The result appears in the image below that there are 36 active members who match the filter.

Note! Now we have in the example filtered out people who do not have personal data in country (country) that matches Sweden. It is therefore people in the selection who have a country other than Sweden

Important to also look at, if the number is reasonable and what is expected

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