Filters allow you to create custom contact segments using a combination of conditions. Filters have two key properties:
Duplicates are removed
The contact list matched by filters is de-duped automatically by email address so when you send a message to contacts they only receive it once.
Filters are dynamic
Contacts that match filter conditions are calculated real-time so the filter doesn't need to be refreshed after new contacts are added to the database or contact statuses change.
Examples of using filters
Filters can accommodate a variety of use cases, here are some examples:
- Exclusion lists: Exclude contacts that match certain criteria. For example you want to send an email to contacts who are on list A but not on list B.
- Combining multiple lists: Combine multiple subscriptions or internal lists in order to send a single email to contacts across multiple lists. This helps to reduce the number of emails sent to contacts. Contacts are de-duped so they only receive the email once.
- Identify (dis)engaged contacts: Find contacts who opened, clicked or received (or didn't open, click or receive) emails from you in the past X days in order to send a re-engagement email.
- Custom segment: Identify contacts based on custom criteria such a date added, custom fields, region, etc.
Where and how to use filters?
You can send email messages to contacts matched by a filter. Just select a filter when you're choosing the target list for your email campaign.
You can also use filters to view contacts that match filtering criteria. This allows you to browser through contacts and export them. Click on the "View" link from the list of filters page to view the list of contacts that are matched by a filter.
How to create a filter
From the Filters page click the "Create filter" button. On the next page, enter a name for the filter and proceed to add conditions to be used by the filter.
Adding filter conditions
- Select a field from the "Add new condition" dropdown selector
- Choose a condition type
- Select a value that should be matched for that field.
Repeat these steps for additional conditions.
⚠️ IMPORTANT: "Match all" or "match any" conditions
It's important that the type of the filter is set correctly.
- An "AND: all conditions true" type filter will only return contacts that match all conditions in the filter.
- An "OR: any condition true" type filter returns contacts that match any condition in the filter.
Combining multiple lists
You can combine multiple lists by adding multiple criteria for lists in the filter. You can do the same with subscription lists.
Combining AND and OR operators
A single filter can contain only AND or only OR operators between conditions. In order to combine AND and OR operators you need two filters. One filter with only OR conditions and another filter that uses the first filter plus other conditions connected with AND.
We'll illustrate using an example that looks up contacts who live in one of three large cities and they are part of the event invitations subscription.
Filter one, called "Large cities"
Filter two, called "Event invitation for large cities"
The number of conditions in a single filter is limited to contain a maximum of:
- 20 internal lists
- 10 folder-based conditions, for example internal list folders
- 1 campaign-based condition, for example email clicks
- 5 custom fields
A filter that is marked as a "test filter" will show up on the test message window in the "Saved test filters" section when you're testing email messages. A test filter can contain up to 20 email addresses.