Table of content
Adding a New Profile Filter
The process of adding a new Profile filter consists of defining one or more conditions that will be used when the filter is applied.
- In a Profile filter, set conditions based on Recipient data or Groups
- You can connect multiple conditions using the Boolean operators AND & OR (e.g. "Age" field must be a number that is more then "35" AND equal to or less than "50")
- The "Test" drop-down changes depending on the selection made in the "Type" drop-down. Fox example, the tests that can be done when the "Type" is "Text" are clearly different from the ones that are performed when the "Type" is "Date" or "Number".
Learn more about how to set the conditions in a filter.
In the example below, a business that is using MailUp in connection with an ecommerce store is setting up a filter that looks for customers whose latest order amount was a number between 100 and 500. Two conditions were created using the "Decimal" type and connected using the AND operator. This filter is based on the assumption that the a field containing the latest order amount exists in the Recipients Fields.
Dynamically populating recipient fields
Among the fields that you can use to create Profile filters is the subscription date. This field is filled automatically with the date of when the subscriber is added to the List, and can be used for a number of useful filters and triggered messages.
If you are doing a comparison on that date (e.g. a filter that looks at everyone that subscribed 30 days ago) select the Subscription Date field and set the remaining fields as shown in the picture below.
When filling a date field, you can input date format (month and date) as follows: 05/06/2014 or 5/6/2014 ... the system will accept both.
The year format however must always be in a 4 digits number (e.g. 2014).
When you select Decimals from the Type menu:
- MailUp expects a number in that field
- The number should not contain a thousands separator
- The number can use either the comma or period as a decimal separator
Handling arrays of values
If you save an array of values into a recipient field, you can match an element of the array by combining multiple conditions into your filters.
For example, let's say that in a recipient field called "Product_Purchased" you are saving IDs of recently purchased products (the data has been saved there via a data import, by leveraging an integration with another application, or by executing an API call).
Assume that you want to see if a product whose ID is "101" has been purchased. You would create a filter that contains the following conditions:
- Product_Purchased equals to "101" OR
- Product_Purchased starts with "101," OR
- Product_Purchased contains (like) ",101," OR
- Product_Purchased ends with ",101"
You can adjust the conditions above if you want to create a filter that looks to ensure that this product has not be purchased, or to cover other scenarios.
Hour-based profile and activity filters
Date and time format
Filters now support hour-based conditions that allow you to run time-sensitive drip campaigns, such as abandonment cart emails, that need to be sent within hours.
In order to use this type of comparison, the data must be saved into a recipient field using the ISO date time standard, which looks like this:
YYYY = four-digit year MM = two-digit month (01=January, etc.) DD = two-digit day of month (01 through 31) hh = two digits of hour (00 through 23) (am/pm NOT allowed) mm = two digits of minute (00 through 59) ss = two digits of second (00 through 59) TZD = time zone designator (Z or +hh:mm or -hh:mm)
For example: 2015-02-24T19:20:30+01:00).
ISO date and time standard
Common scenarios for hour-based conditions
There are many scenarios in which you may want to use an hour-based conditions. For example...
- 4 hours after the latest order has been placed on an online store
- 2 hours after somebody signed up for a certain service
- 3 hours after someone abandoned a shopping cart
- 8 hours after somebody opened a certain message
- 24 hours after somebody successfully received, but did not open a message
- 4 hours after someone clicked on a link
Building a shopping cart abandonment campaign
A popular scenario in e-commerce is to run an email drip campaign which targets shoppers that have abandoned a shopping cart. This example takes full advantage of the hour-based conditions in the profile and activity filters, allowing you to run two or more emails in sequence. Visually, you can setup a shopping cart abandonment campaign like this one:
Studies show that it is a good idea to send the first email within a few hours of the abandoned cart event, and a second message a day or so later. Let's see how this first email could be set up in MailUp.
First, you would set up a new profile filters, leveraging the date and time saved in a custom recipient field.
This filter searches for subscribers who have abandoned their shopping cart 3 hours earlier. You can then use the new filter in Marketing+ >Automation when creating a triggered message that will be sent when the condition is true.
... sending an email that encourages the customer to complete their purchase. As we see below it's the Shopping Cart Abandonment Email #1.
And then by using an email activity filter you can segment your subscribers who have opened your previous email (Shopping cart Abandonment Email #1).
This enables you to create a triggered email (i.e. a second follow-up email to your first email) that is sent after 24 hours a recipient has opened your first email.
The action of the Automation would be:
- Listing existing profile filters
- Editing a profile filter
- An introduction to filters
- About the Marketing+ feature package