Our Favourite Filter Combinations

Posted on August 4, 2016 at 8:24 am Written by

filter-combos-500When you’re searching for someone, you want to find them quickly. When you want to build a powerful Segment, you need precision.

We’ve combined these two distinct needs into a single, simple set of tools: Filters

NewZapp’s filter tags pack a lot of power into something so small and simple. Each filter tag has a name, a modifier (use the dropdown menu for options) and a field for a value.

Once you’ve defined these elements and created the filter tag, they are separated within the tag by colons, like this:
firstname-john
 

The filters are additive, meaning that all the defined filters are applied to the results

For example, if I set one criteria as “apple” and one as “red”, I will get results that match both criteria, not one or the other. So I’ll get all the red apples, but no green apples or red shirts.

Likewise if I set one criteria as “red”, another as “green” and the last as “apple”, I’m essentially searching for “red green apples”. In this instance your results will only be apples that are both red and green, not red or green.

In context this means the filters:
firstname-john
emailcompany
 

…would help you find john-smith@company.com, for the simple reason that by narrowing it to “company” you won’t be inundated by all the other Johns of the world.

Of course if you know John’s email address it’s as simple as copy-pasting it into an Email Address filter tag with the modifier left to the default “Containing”.

Other John-based examples

Find all of John’s colleagues at Company.com using the “Ending” modifier:
Email Ending Company
 
Find all of John’s colleagues at Company.com except him using another Email Address filter and the “Not Containing” modifier:
Email Ending
Not Containing
 

If you sell personalised mugs (or pens, t-shirts, or combine harvesters), find all the Johns in your Account using the First Name filter with the “Starting” modifier:
firstname-starting-john
 

The Trouble with Johnny

The detail-spotters amongst you will have spotted the flaw in searching for Johns. Some Johns prefer “Jon”, some go for the full “Jonathan”. There may even be a “Johnny”, with or without the “h”. But that’s not a problem…

Set up your Johns Group, then use the search filters in All Subscribers to narrow down the possibilities individually, using the Copy button bottom-right of the table to copy them all into your Johns Group.

Please note that you can use values with CAPS on or off, or a mix, it doesn’t matter.

Learn more about the basics of using filters in our How To… Filters guide

Our Favourites: Classic Combinations

The range of filter tag modifier options (Containing, Starting, Matching, Ending and Not Containing) and the additive nature of the filters themselves mean you can achieve some pretty interesting results.

In Groups you’re most likely to be filtering to search, so the most useful combos are:

  1. Date Added Range
    Choose 2 dates for your range, then define 2 filters.
    The first Date Added filter needs the modifier “On or After”. The second Date Added filter needs the modifier “On or Before” – this creates a date range.
    Added on or after
    Added on or before
     
  2. Managers in London
    Manager
    London
     

In many cases “Containing” is a more useful modifier than “Matching” as it allows a wider range of results.

In Segments, things get more interesting because you can use Behaviour Filters in conjunction with all the others. Here are a selection of filter combos that we’ve found useful:

  1. Mobile users who shared my last campaign on Facebook
    Mobile
    Opened
    Facebook
     
  2. Regular clickers
    Change number of days to encompass your last 2 campaigns
    Last 7 days
    last 14 days
     
Custom Tags

If you have Custom Tags you can use these to great effect in creating both Groups and Segments. Custom Tags are listed under “My Filters”. Creating the Custom Tag “Sales Status” for instance could allow you to filter by “Returning Customer”, “Leads” or “Not Interested”.

Groups based from these Custom Tags are great for organisation. Segments utilising Custom Tags can be very powerful. Consider a Segment defined by Leads that had clicked your last campaign and shared it. You know they’re interested, maybe they’d respond well to a special offer or voucher code…? I’ll leave the marketing to the experts!

In Conclusion

Filters are only as good as the data you’re filtering, but even if you’re limited to the very basics, the modifier options make you more agile than you might think. Powerful behaviour data is collected after every send to add to your Segment flexibility.

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