Using event filters to refine your campaign

Note: The Connect Limited Availability program is closed to new users.

Filters are a way to target specific segments of users through their attributes, events, event properties, previously received messages, and goals. You are able to use any number of "and/or" statements to combine multiple filters.

Once a user triggers the campaign event and After the delay has passed, your campaign filters run.

You can use filters to segment your users by the following:

• Attributes, such as a username or location.
• Properties (trigger based campaigns only), descriptors of the campaign trigger event.
• Events, actions logged by your website.
• Connect campaigns, which campaigns a user has, or hasn’t, participated in, during a specific time period and whether or not they have achieved certain goals for those campaigns.

Each of these filter types is defined differently.

To create an attribute filter

1. In the campaign creation wizard, click to expand the Add a filter section. The Define a filter section opens.

   

2. Use the Segment users by dropdown to select Attributes.
3. Use the dropdown and text entry boxes to define the following:
   • Pick an attribute. The options here are determined by the user attributes defined in the API.
   • Pick an operator. The options here are standard operators (equals, less than, greater than, etc.).
   • Value. Enter the value to consider.
     Important: Values are case-sensitive.

     For instance, to target only customers based in Los Angeles, your attribute filter would look like the following:

     city | equals | Los Angeles

4. If needed, add another attribute to filter on.
   • To add an attribute that should be used if the previous attribute isn't met, click OR at the top of the filter.
   • To add an attribute that should be used in addition to the previous attribute, click AND below the filter.
5. Fill out the attribute information as described in step 3.
6. Repeat these steps until your filter is complete.

To create an events filter

1. In the campaign creation wizard, click to expand the Add a filter section. The Define a filter section opens.
2. Use the Segment users by dropdown to select Events.
3. Use the dropdowns to define the following:
   • Pick an operator. Choose Has done or Has not done.
   • Pick from your events. Select the event you want to consider.
4. Click edit if you want to consider events that have occurred more or less than one time, and use the options to determine the details.
5. If needed, add another event to filter on.
   • To add an event that should be used if the previous event isn't met, click OR at the top of the filter.
   • To add an event that should be used in addition to the previous event, click AND below the filter.
6. Fill out the event information as described in the steps above.
7. Repeat these steps until your filter is complete.

To create a Connect campaign filter

1. In the campaign creation wizard, click to expand the Add a filter section. The Define a filter section opens.
2. Use the Segment users by dropdown to select Connect campaigns.
3. Use the dropdowns for the following:
   • Pick an operator. Choose has received, has not received, has done goal, or has not done goal.
   • Pick a campaign. Select the campaign you want to consider.
4. Click Add a time period if you want to restrict the filter to a certain stretch of time, and use the options to determine the details.
5. If needed, add another event to filter on.
   • To add a Connect campaign filter that should be used if the previous filter isn't met, click OR at the top of the filter.
   • To add a Connect campaign filter that should be used in addition to the previous filter, click AND below the filter.
6. Fill out the Connect campaign filter information as described in the steps above.
7. Repeat these steps until your filter is complete.