Creating filters based on system fields

Adding additional rules to filters


Creating filters based on system fields


To start creating filters, click on "Subscribers" and then "Create a filter".



In addition to your own imported fields, the system has default fields, based on which you can create new filters. You can use the system fields when creating filters the same way you use your own fields. The system fields are located in the first dropdown menu when you create a new filter, under "System".



E-mail address - based on this field you can filter emails. For example, you can make a list out of all emails that have the same subdomain as your own company's email, if you add the segmentation rule: "E-mail address contains @smaily.com". Or you can make a list of 1-2 specific emails with the rule "E-mail address equals test@test.com". This way you can make a list with your own email address and send out test campaigns to the list that only contains you.




Birthday - using the birthday field, you can filter out contacts who have a birthday at a certain time. Birthdays in the database are in the format of YYYY-MM-DD, e.g. 1990-03-15. So for example, to make a list of all the people who have birthdays in March, you can use the rule "Birthday contains -03-" (leave the year and day fields empty and add the month, -03-).



Created at - the date and time when the contact was added to the database. Based on this you can find all contacts who were imported at a certain time to the database for the first time. The date format in the database is YYYY-MM-DD HH:MM:SS, e.g. 2017-03-15 10:48:51. For example, to find all the contacts that were first added to the database on the 15th of March 2017, you can make a segmentation rule "Created at contains 2017-03-15".



Modified at - the date and time when the contact was last modified in the database. You can use that to find all contacts who were imported at a certain time. If the same contact has been imported several times, the modified at date in the database will be the last time when that contact was imported or the contact's data was changed. For example, to find all the contacts who were added to the database on the 15th of March 2017, you can make a segmentation rule "Modified at contains 2017-03-15".




Last open at - the date and time when a contact last opened a campaign. You can use that to find contacts who in a certain time period opened campaigns or who have never opened any campaigns. To filter out those who have never opened a campaign you can make a rule "Last open at equals " and leave the last field empty - that means all of those, who have no value there, i.e. they have never opened. To filter out all those who have opened a campaign since the beginning of March, you can make a rule "Last open at is greater than 2017-03-15".



Last click at - the date and time when a contact last clicked on a link in a campaign. You can use it the same way you use the last open at filter. You can use it to find contacts who in a certain time period clicked in campaigns or who have never clicked in any campaigns. To filter out those who have never clicked, you can make a rule "Last click at contains " and leave the last field empty - that means all of those, who have no value there, i.e. they have never clicked. To filter out all those who have clicked in a campaign since the beginning of March, you can make a rule "Last click at is greater than 2017-03-15".





Adding additional rules to filters


You can make several segmentation rules when creating a filter. You can add a rule by clicking on the button "Add rule".




There are two options when making lists with several filtering conditions - match all ("AND") or match any ("OR") rules. You can switch between AND and OR from the right side of the page, under the button "Refresh count".



Any/OR rule. By adding the rules with this condition, all contacts who fit under at least one condition will be included in the list. For example when you have a list with the conditions "city contains tallinn" OR "language contains ENG" and the filter is made with the "match any" rule, then all contacts who have the city tallinn and also all of those who have the language ENG will be included in the list. 



All/AND rule. By adding the rules with this condition, only those contacts who fit under both conditions will be included in the list. For example, if you have a filter with rules "city contains tallinn" AND "language contains ENG" and the filter is made with the "match all" rule, then only those contacts who have both the city tallinn and at the same time the language ENG will be included in the list.




You can add more than 2 rules to the filter, but all the rules can be connected with either OR or AND condition (that means you can't have for example "the first rule AND the second rule OR the third rule").