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. Filtering categories include: Acquisition Campaign Keyword, Purchase Behavior, Profile Field, and Channel Activity - read more about how to use them below.
💡 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.
ACQUISITION CAMPAIGN KEYWORD
This category will filter on the Keyword a contact submitted if they opted in using this method. The system will retain the first Keyword used to subscribe. Click the link to learn more about setting up a Keyword Campaign.
TIP: A way to use this criteria in a filter is Acquisition Campaign Keyword: Equals KEYWORD to target contacts who subscribed using a specific keyword which may signify a certain interest or channel depending on how you advertised the keyword.
PURCHASE BEHAVIOR
This category includes the contact's historical purchase behavior, and includes any data associated with an email address, if one is associated.
Has Purchased
Has Not Purchased
Total Spend
Average Order Value
Number Of Orders
First Order Date
Last Order Date
TIP: A way to use this criteria in a filter is Purchase Behavior: Last Order Date Is Less Than 90 Days Ago which would allow you to target purchase behavior based on recency and send a message to contacts who have made a purchase within the last 90 days.
PROFILE FIELDS
SMS has two types of SMS Profile Fields, System and Custom Fields. System Fields are pre-populated for your convenience and the Custom Fields can be created by you.
System Profile Fields (pre-set):
Birthday
Email Address
First Name
Last Name
Postal Code
Area Code
Custom Profile Fields:
Custom Fields 1-50 (Learn more)
TIP: A way to use this criteria in a filter is System Profile Field: Birthday Is Within the Next 30 Days which would allow you to target contacts whose birthday is that month, when sent on the first of the month.
CHANNEL ACTIVITY
Channel Activity allows segmentation by SMS or Email Activity.
SMS Activity:
Subscribe Date
Last Click Date
Last Send Date
SMS Last Compliance Send Date
Email Activity:
Subscribe Date
Last Open Date
Last Read Date
Last Click Date
Last Send Date
Subscription State (Is or Is Not Subscribed)
TIP: You can use Channel Activity Filters to target, including:
Channel Activity: SMS Last Click Date Is Less Than 14 Days Ago which would allow you to target contacts who have recently interacted with a text message that you sent them within the last 14 days.
Compliance: Use the SMS Last Compliance Send Date filter to ensure that all contacts on your list have received a message including compliance language in the last 30 days. Only broadcast messages that have compliance tracking enabled will be populate the SMS Last Compliance Send Date.
For more information on filtering or SMS messaging, reach out to your Account Manager or Listrak Support!