SMS message filtering categories can be used for message segmentation and personalization. A filter can be added to a message on the Setup Step when authoring any new message.

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.

  • Rule: A single piece of criteria configured by applying values such as the merchant, a list(s), date parameters, numeric values, text values, and other attributes. 💡Configurations will vary depending on the type of criteria selected and data available in your account.

  • Group: One or more sets of criteria; using a group of filtering criteria enables you to define complex conditions.

  • Operators: A logical conjunction to connect two or more Rules within a single Group or, used to connect two or more Groups within a Filter together. Click here to learn more about using operators.



Criteria Types

Campaign Activity

This category will filter on either an acquisition Campaign Keyword or an Info Campaign Keyword. The system will retain the first Keyword used to subscribe and all Info Campaign Keywords sent by the contact.

💡 Learn more about setting up a Keyword Campaign or an SMS Info Campaign.


Purchase Behavior

This category includes all purchase data associated with a contact regardless of channel as long as the SMS contact's purchase can be tied to their phone number, even if they only provided their email address during the checkout process. This enables a full view of the customer's buying behavior across all channels.

  • Has Purchased: A customer has made a purchase.

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

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

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

  • 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.


Profile Fields

SMS has two types of SMS Profile Fields: System and Custom Fields. The types of operators you can use in your filters are determined by the type of data, which are:

  • Text (up to 250 characters)

  • Number (integers)

  • Check box (Y/N)

  • Date (MM/DD/YYYY)

  • System Profile Fields: These are automatically created by Listrak and can not edited or deleted, the types include:

    • Birthday: date (MM/DD/YYYY) or (MM/DD)

    • Email Address*: text

    • First Name: text

    • Last Name: text

    • Postal Code: text

      • Can target a radius Within or Not Within 250 miles from a zip code

    • Area Code: text

  • Custom Profile Fields: Custom metadata fields for collecting additional data for a contact, you can create up to 50 custom fields.

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

    • 💡 Learn how to create custom fields.


Channel Activity

Channel Activity allows segmentation by SMS or Email Activity.

  • SMS Activity:

    • Subscribe Date: The most recent date the contact subscribed to the SMS marketing program.

    • Last Click Date: The date a contact last clicked a text message.

    • Last Send Date: The date a contact was last sent a text message.

    • SMS Last Compliance Send Date: The last date the contact was sent a message that contained compliance language that used tracking.

  • Email Activity: the same email address the contact used to subscribe to your email marketing program needs to be in their SMS system field profile field data for this criteria to work.

    • Subscribe Date: The most recent date the contact subscribed to the email marketing program.

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

    • Subscription State: Checks to see if the email address contact has in their SMS profile data Is or Is Not Subscribed to the email marketing program.

💡 Learn more on how to collect a contact's email address by creating a data acquisition campaign.



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:

    • All rules must be met by the contact

    • This operator is more restrictive

    • The segment count will become smaller than if the OR operator was used

  • OR :

    • Only one of the rules must be met by the contact

    • This operator is more inclusive

    • The segment count will be larger than if the AND operator was used

Secondary Operators

  • Text: Contains, Does Not Contain, Equals, Does Not Equal, Is Empty, Is Not Empty.

    • Distance: Is Within, Is Not Within.

  • Numeric: Equals, Does Not Equal, Less Than, Less Than or Equal, Greater Than, Greater Than or Equal, Is Between, Is Not Between.

  • Check Box: Is Checked, Is Not Checked.

  • Date:

    • Absolute: Is Before, Is After, Is On, Is Not On, Is Between, Is Not Between.

    • Relative: Is Exactly, Is More Than, Is Less Than, Is Today (only with Birthday System Field), Is Within the Next (only with Birthday System Field).

    • State: Is Empty, Is Not Empty.



💡 Helpful Tips

  • The number of contacts included in the filter automatically excludes contacts who have suspended their service. A contact will be re-added to the filter count if they re-activate their service prior to the message being sent.

  • The email addresses* captured through any SMS data acquisition will be subscribed to the email list that is configured on the Short Code Settings Dashboard.

  • The secondary operators, contains/equals for text and is more/less than for dates, require there to be a value in the field to evaluate a contact.

For more information on filtering or SMS messaging, reach out to your Account Manager or Listrak Support!

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