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.

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:

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!

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