Target groups of contacts with dynamic segments based on similar interests and preferences, purchase and website behavior, and message engagement with an easier-to-use interface. Click on a topic below to learn more about it!


Create a Legacy Filter in the Message Authoring Page

To begin building navigate to Messages > Email New Email Broadcast or View Saved Email. 💡 You will need to select the correct list from list navigation dropdown menu.

  1. Scroll down to the Filtering section.

  2. Select Edit Filter in the Legacy Filter Settings tab.

  3. Select a criteria type from the first drop-down.

  4. Select additional criteria from the second drop-down.

  5. When the filter build is complete, click Update to view the contact count.

  6. To apply this to the message, click Apply Filter.

    1. To make additional changes, click the Edit Filter icon. When complete click Apply Filter to apply changes to the filter.

  7. 💡 To Save the filter for reuse.

    1. Select the Save As Audience checkbox.

    2. Enter a Name.

    3. Click Save & Apply Filter - this will save the filter to the Audience Dashboard and apply the filter to the message.

    1. Selecting Cancel will exit the builder and work will not be saved.


Create a Saved Audiences in the Audience Dashboard

  1. Navigate to Contacts > Email Contacts Audiences. 💡 You will need to select the correct list from list navigation dropdown menu.

  2. Click Add New Audience.

  3. Follow the same steps listed above on building a Filter.

  4. Click the Save button on the bottom of your screen.


Manage Saved Audiences

You can view Smart Audience, Saved Audiences or CRM Audiences* in your account by navigating to Contacts > Email Contacts Audiences.

Edit

The criteria of a Smart or Saved audience can be edited by clicking the name of the audience.

💡 Important things to note when editing audiences:

  1. Any edits applied and saved will update the previously saved audience.

  2. Edits made to a Smart or Saved audience will not apply to a version of the Smart or Saved audience that is currently applied elsewhere in the application.

  3. To create an updated version of an audience, follow step 7 in the Create a Legacy Filter in the Message Authoring Page section.

Delete

Saved or CRM Audiences can be deleted by selecting the trash can icon to the left of the name of the audience.


Building Filters using Multiple Operators and Filter Groups

When combining multiple filters there are two different options: combining individual filters and combining filter groups.

Combining Individual Filters

Combining individual filters takes your entire contact list and narrows that list down by excluding those that do not meet the criteria of your filter.

Example 1: Engaged Opener and Recent Purchaser*

Contacts that have opened an email after May 1st, 2022 AND purchased in the last 60 days, combine two individual filters.

Example 2: Order Date and Product Details*

Customers who purchased from the shoe category in their last order, within the last 6 months.

💡 Helpful Tips

  • Filtering based on purchases can reference either or both information about the order (such as order total, AOV, order date, etc.), and information about the specific products purchased (such as SKU, category, meta data, etc.).

  • When using Additional Options, the data is calculated used an ADD operator.

Using Product and Purchase Data*

Understanding the Product Summary

The information about a customer's order is sent to Listrak via your integration. Some integrations provide this information automatically and some require you to send over additional files. View Listrak's Product and Data Summary to learn more about the information that you're sending Listrak and how to optimize this.

To access the Product Summary navigate to Solutions > Solutions Data Summary > Product Information > Product Summary. If you have multiple merchants, select the applicable merchant from the drop-down menu in the upper left-hand corner.

Product Summary Example:

📑 Click here to learn more about optimizing your product catalog.

Combining Filter Groups

Filter groups function like the parenthesis in a math problem. They allow you to specify the actions that apply to some of the contacts you wish to send to, but may not apply to all contacts. For each of these unique actions that apply to a subset of your target, you would build a filter group.

💡 Helpful Tips for using field groups

  1. Click New Filter Group > Select Operator > Click Update.

  2. Repeat for the number of Filter Groups needed.

Example 3: Opt-down Status with Content-type Interests

Contacts whose email preference center's opt-down status* is either weekly OR daily AND they selected interests* in either holiday OR sale emails.

*Data collected from a Listrak email preference center

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