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

Campaigns: Filtering

YS
Yssel Salas, June 13, 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 those 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:

You can 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

Besides segmenting your contacts, it is possible to 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 name
  • Subscription date
  • Subscription status
  • Campaign open and click amount (only if tracking is enabled)
  • Campaign open and click date (only if tracking is enabled)
  • Campaign send date
  • Last campaign send date
  • Unsubscribe date
  • Campaign clicked URL (only if tracking is enabled)
  • Email bounce reason

How filtering works

Campaigns filters work the same way they do for contacts or deals.

For example, if you would like 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 for persons that reunite specific characteristics, it is also possible to create filters for those who do not.

For example, it is possible to create a list with contacts who did not click or open your campaign. In this case, you should use the condition Person > Campaign opens > is empty.

This filter should be used in combination with the conditions Campaign sent date or Campaign title filter.

In the example above where only Person > Campaign opens > is empty is used, contacts who have not received any campaigns are also included.

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