Knowledge Base

Topics
Creating a filter
Campaign-specific conditions
How filtering works
Filtering out contacts

Campaigns: filtering

YS
Yssel Salas, November 30, 2022

The segmentation of a recipient list is important to reach the right customers with the right message. Within Campaigns, you can use filters to send specific campaigns to a specific audience.


Creating a filter

You can segment your contacts and use filters to send out campaigns. Create filters in your person's list view by clicking on the filter button and then "+ Add new filter":

Or you can do it directly from your campaign. Click on the "Recipients" dropdown and then "+ Add new filter":

Learn more about filtering in this article.

Note: You will only be able to send out campaigns to users that have marketing status subscribed.

Campaign-specific conditions

Other than segmenting your contacts, you can select filters based on campaign data such as title, send date, interactions (opens, clicks) and subscription date. You can combine all of these conditions and include other person filters if needed.

You can filter by the following marketing engagement conditions:

  • Campaign bounce type
  • Campaign click date
  • Campaign clicked link URL
  • Campaign clicks
  • Campaign open date
  • Campaign opens
  • Campaign send date
  • Campaign subscription date
  • Campaign title
  • Campaign unsubscribed date
  • Total clicks of all campaigns
  • Total opens of all campaigns
Note: While the maximum number of filter conditions is 16, we recommend using up to nine conditions in order to maintain optimal loading speed.

How filtering works

Campaigns filters work the same way as contacts or deals.

For example, if you want to create a list of contacts that received the campaign named “Very important Campaign” and clicked on it, the filter conditions should be specified in the ALL section:

If you would like to create a list of contacts that received the campaign named “Very important Campaign” or clicked on it, the filter conditions should be specified in the ANY section:


Filtering out contacts

While most use cases are persons that do meet certain characteristics, you can also create filters for those who don't.

For example, you can create a list with contacts who didn't click or open a specific campaign using the condition Person > Campaign opens > [select campaign] > is > 0.

Note: The dropdown to select a specific campaign will be available after selecting either the "Campaign opens" or "Campaign clicks" filters.

You can also use Person > Total opens of all campaigns > is > 0 if you want to filter for contacts who have not opened any of your campaigns:

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