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 New Filter in the Message Authoring Page

Within the Message authoring page there are two types of New Filters that can be applied - a single Saved Segment or a One-Time Filter that uses a variety of criteria such as marketing status, saved segments, profile data, message activity and purchase history. For a full list of criteria check out the New Filter 2.0 Glossary.

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 New Filter tab.

  3. To apply a single Saved Segment - a segment that can reused multiple times.

    1. Click the Segment radio-button.

      1. Select a previously created Segment from the dropdown menu.

        💡 A Saved Segment can be created on the Segments Manager or

        by saving a One-Time Filter as a Saved Segment - ⚠️ as long as the criteria type Segments is not added to the One-Time Filter.

  4. To create a One-Time Filter - a segment that can be used one time only.

    1. Click the One-Time Filter radio-button > click Add Filter.

    2. Start building a Rule by selecting a criteria type from the dropdown.

    3. You have the flexibility when building Segments to change logic at a click of a button by toggling between the AND/OR operators, either within a group or between groups.

      💡 Click the Update Count button at any time to get a count of the number of contacts that match the defined rules.

    4. When the segment build is complete, click Apply Filter and view the segment summary and contact count.

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

      💡 Use the X to clear a rule, or use the Clear button at the top to Clear the entire segment.

  5. To Save the One-Time Filter as a Saved Segment for reuse.

    1. Click Save As Segment.

    2. Give the Segment a Name > click Save.

      1. The Saved Segment will be stored on the Segment Manager dashboard.

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

    4. To apply this newly Saved Segment as a Segment to be able to see the usage of this Segment:

      1. Click Close and click Discard on the popup.

      2. Click the Segment radio-button.

        1. Select a previously created Segment from the dropdown menu.

⚠️ Message filters cannot exceed 20 rules, including the rules within each saved segment applied to a filter.


Create a Saved Segment in the Segments Manager Dashboard

  1. Navigate to Contacts > Email Contacts Segments.

  2. Click New Segment to navigate to the segment editor.

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

    ⚠️ Segments as a criteria type is not available when building a segment in the Segments page because they cannot be nested.

  4. When finished, click Create Segment.


Manage Saved Segments

After you have saved at least one segment saved you may view it in your account by navigating to Contacts > Email Contacts Segments. Click the Actions icon in the row of the segment to either Edit, Duplicate, or Delete that specific segment.

Edit

The ability to edit segments provides a lot of control over the maintenance of segmentation targeting strategy. Segments not only save time by allowing for reuse across messages, but they also enable you to update the definition of segmentation rules across all messages where the segment has been applied. This allows you to continually update and improve segmentation strategy without having to adjust filters on each message.

💡 Important things to note when editing segments:

  1. If a segment is edited that was applied to a saved message causing the rule limit of 20 to be exceeded, the filter will need to be modified to address the issue before the message can be scheduled/sent.

  2. Segments that are applied to a scheduled message cannot be edited/deleted. To make changes to any segment applied to a scheduled message, you first need to unschedule the message(s) to enable the edit/delete functionality.

  3. To prevent changes to a segment from being applied to all saved messages where the segment is applied, simply Save As to create a new segment with the updated rules.

Duplicate

Segments can be duplicated from the actions menu, which helps quickly start with a copy of a segment's filter rules without having to recreate.

Delete

Segments can be deleted from the actions menu. However, segments that are applied to a scheduled message cannot be deleted to avoid impacting who was expected to receive the message at the time it was scheduled.


Building Filters using Filter Groups and Inverse Operators

These examples are intended to provide general guidance when using filter operators. Data will be specific to each account.

Example 1: Deliverability based on Domain and Engagement

Only Gmail contacts that have either subscribed in the last 30 days OR last opened in the last 90 days

💡 Consult with the Listrak Deliverability team or your Account Manager for Deliverability filters specific to your subscribers.

Example 2: Subscription Time Frame based on Source

Contacts who have subscribed within the last 30 days AND through the Popup OR

Contacts who have subscribed within the last 90 days AND through the Footer

Example 3: Subscription Time Frame based on Source with Purchase from Category

Contacts who have subscribed within the last 90 days, but not through the Popup AND they purchased from either the holiday OR sale categories

💡 You can exclude contacts by using any of the 'Is Not' operators within a rule

Example 4: Opt-down Status with Specific Content-type Interests

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

*Data collected from a Listrak email preference center

Example 5: 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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