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Filters and conditions

A filter in MailUp is a way to query the recipients' database based on one or more conditions. They can be used to find recipients, create groups of recipients, define when certain dynamic content should be added to a message, indicate to which recipients a certain automated message should be sent, etc. A filter can contain more than one condition. For example, an ecommerce store that uses the Magento extension for MailUp to bring order data into their MailUp account, could create a filter that looks for recipients that have purchased over 200 dollars in the last 12 months and who have not ordered for 3 months or more.

Adding and editing conditions

A filter can contain multiple conditions. The conditions can be applied using either the AND or the OR boolean operator.

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  • OR:  at least one of the conditions specified in the filter must be true

    Expand
    titleExamples


    First ConditionOperatorSecond ConditionFilter Results
    CaliforniaOROregonCustomers who live in California and who live in Oregon
    PorscheORFerrariCustomers whose favorite car is either a Porsche or a Ferrari

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A filter can contain more than one condition or sub-conditions, up to 20.

For example: ((A) AND ALSO (B)) OR (C) means that the nested conditions A and B or condition C must be true at the same time.

As shown in the images below:

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How to add conditions

Sub-conditions

Select the "+" icon next to the main condition and select the logical operator

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Conditions

Select "Add a condition"

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And then select the logical operator

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Tip

You can change the selected logical operator at any time by clicking on it.


Please note the following:

  • You can easily add and remove conditions in the filter using the corresponding buttons.
  • You can concatenate multiple conditions of different kinds. For example, (A) AND (B) OR (C) means that the filter is a match either when A and B are true, or when C is true.
  • When using Profile filters, if the Type is set to Text, Integer or Decimal, then the Test will contain both "is/is not NULL" and "is/is not EMPTY". A "null" field means that it never contained any value. It's never been filled out. An "empty" field means a field that does not contain any value, but it might have contained a value in the past. 

Wildcards

If you choose to use the (LIKE) or (NOT LIKE) you can use wildcards in your search values.

Expand
titleA quick intro to wild cards


WildcardDescriptionFilter results
%Contains exactly the string specifiedSmith%: a search using this filter will return only recipients that have exactly "Smith" in that field
_Contains other characters plus the string specified_smith: a search using this filter will return recipients that have a value that ends in "smith" in that field (e.g. Blacksmith, Goldsmith, etc.)
[ ]Contains a specific character contained in an interval ([a-f]) or a set of characters ([abcdef]) before or after the specified string[B-L]and: a search using this filter will return recipients that have a value that ends in "and" in that field and start with the letter B to L (e.g. "band" or "land")
[BC]an: a search using this filter will return recipients that have a value that ends in "an" in that field and start with the letter B or C (e.g. "ban" or "can")
[^]Contains a specific characters NOT included an interval ([^a-f]) or a set of characters ([^abcdef]) before or after the specified stringRed[^s]%: a search using this filter will return recipients that have a value that starts with "Red", excluding the ones that start with "Reds"



Testing a filter

You can also easily test a filter as you create it or edit it. You can do so by performing a real-time email or SMS search - in the same page where you set conditions - that returns the number of subscribers that match the filter.

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