Filters - FAQ
In this article, we will go through common questions about filters. We recommend that you start reading about Filter if you are not sure what it is or how to set up a filter. If you have any other questions or problems, please contact email@example.com.
We will go through the following:
- How do I exclude a filter from a mailing?
- How to copy filters
- Filters on blocked members
- How do I move a member to another filter? For example, another language filter?
- Why does the number of members in the filter not match
- Exclude members in filters with specific tag
1. How do I exclude a filter from a mailing?
To exclude a tag or filter, first type a minus sign before entering the tag name. Then the tag in question will be highlighted in red and the members of that list will not receive the mailing, regardless of whether they are included in other tags.
Note that this must be done before a mailing is made, i.e. when a campaign is still in draft or scheduled form, for example, and cannot be changed afterwards.
2. How to copy filters
If you want to be able to copy filters that you already have, with the same tags, the same rules, you can do it this way:
- Click on "Copy" inside the filter you want to copy.
When the filter is copied and ready, you will find the copied filter under your filters, with the same name as the filter you copied with a "copy" at the end as you see in the picture below. You can change the name of the filter by going in and clicking on the name and then clicking on the check mark to save the new name of the filter.
3. Filter on blocked members
You can filter on blocked members in Rule, this allows you to get more information about your members and see if they have unsubscribed from email campaigns, SMS campaigns, transactional SMS and transactional emails.
- Go to "Tags & Filters"
- Then click on "Filters".
- Then click on the filter you want to filter out your blocked members.
- Click on "New rule"
- Then select "Block"
- Selects 'is equal to'
- Here you choose whether it is "Mail campaign" or "SMS campaign" you want to filter out, or you can choose both.
- Then save your new "Rule"
- Here you will see all blocked members.
4. How do I move a member to another filter? E.g. to another trace filter?
If a member, for example, wishes to receive the newsletter in English instead of Swedish, or if there is another reason why you need to change filters on a member, please follow the information below:
A spontaneous question that can emerge is; "Is it enough to change the language of the member to English? When the customer already has a different language registered ". The answer to that question is yes, it does.
- When you change the member's language from e.g. Swedish to English on the member's customer card, i.e. on language, the system recognizes this change and changes so that the member belongs to the other desired e.g. language filter.
- Another example is if you want to change the country the member is tied to via filter, you have to import the member again, with the new country data.
- Note that it is required that the filter you want to change to is created. Read more about how to create filters here.
- To then see the change of filter on the desired member, you need to save the filter again, i.e. go to filters and tags and select the relevant filter, and click save. This will update the member's customer card and you can see that the member now belongs to a different filter.
5. Why is the number of members in the filter not correct?
The filters in Rule are constantly updated - in the background. However, the interface does not always show how many members are included in the filter. The number you see, when you look at a filter, is the number it was when the last manual update (sync) was done.
This can sometimes create uncertainty: "Is it reasonable that I have so few customers in my filter?". However, as mentioned above, what is visible in your filter in the interface does not need to match the number of members that are actually in the filter.
The number of members in the filter appears updated in the interface when:
- You create your filter for the first time
- You enter a ready filter and press Save (the number of members will be updated)
The number of members is not displayed in the interface when:
- You create a campaign and send it to a filter (you will see the updated number of members in the campaign summary in the step before you press send).
- An API call comes with a receiver that matches an Automation (in which case the individual recipient is immediately added to the filter but not displayed in the interface)
So you can be calm about the filters being updated as they should. And that you can, if you want to know the current status of a specific filter, go into it and press the SAVE button – then it will be updated and you can see the number.
6. Exclude members in filters with specific tags
A member can exist in several tags at the same time. For example, if you want to see all members that only exist in the OrderProcessing tag and not in OrderCompleted, you can exclude these members in a filter. To do this, you create a filter as usual. And so you select the tags that the filter should be based on in this case OrderProcessing, then you select the tag to exclude. To do that you type "-" (minus) before and select the tag.
7. How do I remove filters from customers?
You cannot remove filters from individual customers in the same way as permission with tag.
The reason is that filters are based on rules based on the member data of each customer. Filters are created based on rules controlled by customers ' actions and their member data. See the example below where the filter is controlled after the purchase (OrderCreated) of the dress, which means that the customer gets the filter "Dresses" on it.
To adjust the member data, correct the customer's information from scratch in your database.
For more information about filters on individual customers, describe your case to firstname.lastname@example.org and you will be helped.