When creating a message to send to your list, you oftentimes will choose to create a segmentation filter so you're not sending to the entire list. Creating these filters is easy once you have a basic understanding of the logic behind the options. Below, these options are explained.

Common Terminology

  • Criteria: A variety of data collected about contacts. Click here to learn about the different types of criteria available when creating New Filters.

  • New Filter: The default filtering option for pulling subscribers who meet certain criteria.

  • New Filter Group: A way to group filters together to achieve a specific order of operation. This is usually used when we are using anything in addition to "AND" statements.

  • Operators: A logic and relational conjunction to connect two or more sets of criteria, Filter Groups or selections of data together. Click here to learn more about using operators.


Criteria Types

Audiences

  • Smart Audiences: A prebuilt group of audiences that you can customize to meet your specific goals. Learn how to use Smart Audiences in your marketing campaigns.

  • Saved Audiences: Email filter rules can be saved as Saved Audiences then quickly applied to an email and reused across messages.

  • CRM Audiences: CRM allows you to gain valuable insights into your customers. You may want to be able to track the performance of a group of these contacts over time, or take action on these contacts. Creating an Audience in Listrak CRM allows you to do both of these things.

    ⚠️ CRM is an additional solution offered by Listrak. If you are interested in purchasing CRM, please contact your Account Manager.

Contact Behavior

  • Contact Has Purchased: A customer has made a purchase.

  • Contact Has Not Purchased: A customer has not made a purchase.

  • Number of Orders: The total number of times a customer purchased from a merchant all-time.

  • First Order Date: The first date a customer made a purchase.

  • Last Order Date: The most recent date a customer made a purchase.

  • Order Total:

    • Average of all orders: The average dollar value of all orders placed during the purchase lifetime of the customer (includes tax, surcharges, shipping, etc.)

    • Sum of all orders: The total dollar amount spent during the purchase lifetime of the customer (includes tax, surcharges, shipping, etc.)

    • Largest of all orders: A single order with the highest dollar total during the purchase lifetime of the customer (includes tax, surcharges, shipping, etc.)

    • Smallest of all orders: A single order with the smallest dollar total during the purchase lifetime of the customer (includes tax, surcharges, shipping, etc.)

  • Line Item Total:

    • Average Item Total: The average dollar value of all items purchased during the lifetime of the customer (excludes tax, surcharges, shipping, etc.)

    • Sum of All Item Totals: The total dollar value of all items purchased during the lifetime of the customer (excludes tax, surcharges, shipping, etc.)

    • Largest Item Total: A single item purchased with the largest dollar value purchased during the lifetime of the customer (excludes tax, surcharges, shipping, etc.)

    • Smallest Item Total: A single item purchased with the smallest dollar value purchased during the lifetime of the customer (excludes tax, surcharges, shipping, etc.)

  • Quantity:

    • Average Quantity for an Item: An average of how many of each unit bought per order.

    • Total Units Sold: Sum of the quantities of all items purchased that match search criteria.

    • Largest Quantity for an Item: The largest quantity of any item that was bought.

    • Smallest Quantity for an Item: The smallest quantity of any item that was bought.

  • Total Line Items:

    • Total Line Items Across all Orders: All line items within all orders during the lifetime of the customer (includes tax, surcharges, shipping, etc.)

  • Additional Options:

    • Brand: The brand of a product in an order.

    • Category: The category of a product in an order.

    • Color: The color of an item in an order.

    • Item Quantity: The quantity of a line item in an order.

    • Master SKU: The master SKU of an item in an order.

    • Order Date: Any date a customer purchased from a merchant.

    • Order Source: The source an order was received from a customer, for example, email, fax, phone, or simply in-store or online.

      💡 You can review sources for a merchant under Solutions > Solutions Data Summary > Buyer Activity > Point of Purchase.

    • Price Paid: The unit price of an item in an order.

    • Product Gender: The designated gender of a product in an order.

    • Product Metadata 1-5: Additional meta data for an item in an order.

    • Product Title: The name of a product in an order.

    • Size: The size of an item in an order.

    • SKU: The stock keeping unit of an item in an order.

    • Style: The style of an item in an order.

    • Subcategory: The subcategory of a product in an order.

💡 The values entered for text criteria such as Title, Brand, Category, etc. need to match those found in your product catalog, which can be reviewed in the Product Summary under Solutions > Solutions Data Summary > Product Information > Product Summary. You may need to export to view additional data not displayed online. Not case sensitive.

Predictive Analytics

  • Customer Lifetime Value

    • Predicted Future Spend (Value)

    • Predicted Future Spend (Percentile

  • Predicted Engagement

    • Likelihood to Purchase

    • Likelihood to Click an Email

    • Likelihood to Open an Email

    • Likelihood to Unsubscribe from Email

  • Purchase Behavior

    • Coupon Affinity

    • Discount Affinity

    • Life Cycle Stage

💡 Predictive Analytics is an additional solution offered by Listrak. If you are interested in purchasing Predictive Analytics, please contact your Account Manager. Learn more about predictive models and how to use for filter and segmentation.

Profile Fields

Custom metadata fields for collecting additional data for a contact. The types of operators you can use in your filters are determined by the type of data, which are:

  • Text (up to 250 characters)

  • Numeric (integers)

  • Radio Buttons

  • Check boxes

  • Date

💡 Existing profile fields on a specific list can be viewed under Contacts > Email Contacts Profile Fields.

System Fields

  • Email: The email address of a contact.

  • Email Client: The contact's email user such as Gmail, iOS Mail, Outlook, Yahoo, etc.

  • Subscribe Date: The most recent data a contact subscribed to the email list.

  • Last Open Date: The date a contact last opened an email. How are opens captured?

  • Last Read Date: The date a contact last read an email. How is read captured?

  • Last Click Date: The date a contact last clicked an email.

  • Last Email Send Date: The date a contact was last sent an email.

  • Country: Automatically identifies the country the contact visited last based on the IP address used when engaging with emails.

  • Region: Automatically identifies the state, region, or territory the contact visited last based on the IP address, ISP and other factors used when engaging with emails.

    💡 Some ISPs use image proxies and have various locations across the country which impacts the accuracy of the location.

  • Postal Code: Automatically identifies the zip code of the area the contact visited last based on the IP address, ISP and other factors used when engaging with emails.

    💡 Some ISPs use image proxies and have various locations across the country which impacts the accuracy of the location.

  • List Subscription Status: Checks if a contact from current email list is either subscribed to or is not subscribed to any other list in the account.

  • Split Test Segment: Segments created in the Test Segmentation manager.

  • Email Client (deprecated): Email users that have been deprecated.


Operators

There are two levels of operators; Primary(Logical) operators, which connect two or more sets of criteria or filter groups and Secondary/(Relational) operators, which calculate the relationship between a selection of data and a value.

Primary Operators

  • AND: the filter that is listed next to that statement "AND" directly below it must both be true for a subscriber.

  • OR: only one filter, listed next to that statement OR directly below it needs to be true for a subscriber.

  • AND NOT: the filter listed next to the statement must be true, but also the filter below it must not be true for a subscriber.

  • OR NOT: the filter listed next to the statement needs to be true, OR the other filter can't be true for a subscriber. Only one of these filters needs to be true to pull a contact.

Secondary Operators

  • Text: Contains, Does Not Contain, Equals, Does Not Equal, Is In The Comma Delimited List, Is Not In The Comma Delimited List, Is Empty, Is Not Empty.

  • Numeric: Equals, Does Not Equal, Is Between, Is Not Between, Is Less Than, Is Less Than or Equal To, Is Greater Than, Is Greater Than or Equal To, Is In The Comma Delimited List, Is Not In The Comma Delimited List, Is Empty, Is Not Empty. Is Within, Is Not Within - used with automated geolocation.

  • Radio Button: Is On, Is Off.

  • Check Box: Is Checked, Is Not Checked.

  • Date: Equals, Does Not Equal, Is Between, Is Not Between, Is Before, Is After, Is Empty, Is Not Empty. For either absolute or relative timeframes.

💡 If there is no filter below the statement, then they are not being utilized and can be ignored.

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