Sending your email campaign to a filter

Sending your email campaign to a filter allows you more flexibility when choosing your recipients. It enables a more targeted marketing approach - you can choose precisely what kind of demographic you want to send your email campaign to.

To send your email campaign to a filter

  1. When you are editing your Email Campaign, click on the Recipients step.
  2. In the Send this campaign to field, select Contacts matching a selected filter.
  3. Give the filter a Name.
  4. Click Next.
  5. Click on Add Filter Rule. This is how you will begin to create the rules for your filter.
  6. Choose your Condition.
    Subscription Date: The date the contact joined your Contact Database.
    Member of Group: All contacts within your chosen Subscription Group.
    Not a Member of Group: All contacts not within your chosen Subscription Group.
    Registered for event: All contacts who have registered for an event using your Event Manager.
    Hasn't registered for event: All contacts who haven't registered for an event using your Event Manager.
    You'll notice that your Custom Fields will also appear in the list. You can use your Custom Fields to create rules for your Filter.
  7. When you have chosen your Condition (and completed the other requirements for that particular condition) click Save.
  8. Add all the Conditions you require for this Filter.
  9. In the Filter Details box, choose the Match Rules.
    Match any of the filter rules: any contact that meets at least one of these rules will be included in this filter. 
    Match all of the filter rules: only contacts that match all of the filter rules will be included in this filter.
  10. Click Next.

Your filter will be stored for future use and will appear in this step of all your following Email Campaigns. You can delete a filter by going to Settings > Contact Database > Contact Filters > Select the Filter > click Delete.

 

Last Modified: 26 September 2022
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