Filters

An introduction to filters

Filters allow you to segment your recipients based on a variety of conditions. The conditions can be based on:

• Profile Filters: data saved to the recipient's profile

• Activity Filters: actions that a recipient did or did not perform

• Geolocation; the approximate location of a recipient

• Device Filters: the device that a recipient has used in the past

Open

When filters are used

Filters are used for many different purposes in your MailUp admin console.

• They are shown in the advanced search options when you are looking for specific recipients

• They are also shown at the time you set up a mailing, allowing you to narrow the list of recipients that will receive your message

• They can be used to create Groups. For example, you could move into a new group called "Male under 30 in NYC" every recipient that meets the filters "Male", "Under 30", and located in "New York" (assuming you saved that information in the recipients' database)

• They can also be used to send targeted triggered messages. For example, a "Thank You" note could be sent to customers that match the filter "Latest order date was 30 days ago" (the order date could be saved to the recipients' database by using an ecommerce integration)

• They are also shown at the time you set up a new recurring automated campaign via Email

• Finally, they can be used together with dynamic content, another advanced feature that allows you to dynamically change the content of a message when certain conditions are met

All in all, filters are one of the most powerful features in MailUp and can allow you to run sophisticated marketing campaigns.

On the filters summary page, through the actions menu, you can quickly:

• edit, create a copy or delete a filter,

• search recipients using the selected filter in the email (Use in email search) and in the SMS (Use in SMS search).

Open

Filter Page Structure

On the main Filter list page, you can find:

The list of all Filters, identified by the following fields:

• Name: Contains information about the filter’s name (assigned by the user when the filter is created or edited) and Notes (a field that can be filled in during creation/editing to describe the filter’s purpose and content). Additionally, hovering over the name displays a tooltip summarizing the filter’s structure to further enhance its readability.

• Type: Identifies the type of conditions specified for the Filter (see above, Introduction to Filters).

• Category: Shows the Category assigned to the filter (see Filter Categories section).

• Last Modified: Informational field showing the date the Filter was last modified.

• Actions: Button that allows you to perform a set of actions on the specific filter, including:

  • edit the filter

  • create a copy

  • use that specific filter in either an "email search" or "SMS search" as shown in the figure below

  • delete it

• Search area, divided into:

  • Free Search: A field that is always visible, where you can enter text to search within the Name, Notes, or as a specific Filter ID.

  • Search Filters: A collapsible area accessible by clicking the '+' button next to the SEARCH action button; this section allows you to filter the visibility of the filter list by Type and/or Category.

• CREATE FILTER button, which allows you to start creating a new filter.