Filtering

Filters let you collect a group of profiles that meet specific conditions. Conditions can be built on the basis of events (actions profiles have performed or actions that were directed at profiles) or profile attributes.
Filters can be applied in various places in the Synerise platform - they can be used in analyses, in workflows or, in the campaign settings in order to select recipients of the campaign.

Where can you find filters?

• In the Analytics module (funnels, segmentations, analytics, metrics, aggregates, dashboards)
• In the Communication module (while selecting audience in the following channels: email, SMS, mobile, webpush, landing page, and dynamic content)
• In the Automation module, for example in “Profile filter” nodes
• On the list in the Profiles module

The configuration of the filter is not saved anywhere, so it’s impossible to re-use them.

Defining conditions

In filters, you define a condition or conditions that profiles must meet in order to be included. These conditions can be based on events and their parameters and on customer attributes.
If you add multiple conditions, you can specify the relationship between them as AND or OR. Additionally, event-based conditions can be limited to a specific time period.

Selecting an event

You can filter profiles based on the actions they have taken or the actions they have been subject of. In such case, use events and event parameters as filter properties.

2. To select an event, click the button that lets you define the filter conditions (for example, it can be Choose event or Add condition).

3. From the Events tab, select an event. You can scroll through the list or find events using the search box and type the event action (for example page.visit) or its display name. If you’re using only event display names, to see its action name, hover the mouse cursor over the event:

   

4. To set additional conditions for the event:

   1. Click + where and from the dropdown list select an event parameter you want to filter by.
   2. Use the logical operators to set the type of condition.
   3. Define the value that will be used as the filter according to the logical operator.
   4. By default, the system analyzes the last 30 days, but you can define your own time period by clicking the calendar icon in the lower right corner in the condition.

   

Defining funnels within conditions

While defining a condition or conditions based on an event, instead of that one event, you can define a sequence of steps (events) a profile must go through to meet the conditions. The order of these steps is crucial, with the top event representing the first step in the funnel.
Optionally, you can set a time limit during which these steps must be completed in the specified order.

1. After selecting an activity, add a next step to the condition by clicking a button under the main event that lets you add another event to the sequence (for example Add funnel step or ant then…).
2. From the dropdown list, select an event. Optionally, you can define additional conditions for the event parameters.
3. To impose the time limit on performing these steps:
   1. Next to the calendar, click the clock icon.
   2. Define the time within which a profile must perform these steps to be filtered in. Time is counted from the occurrence of the first step in the sequence.

Selecting a profile attribute

You can filter profiles based on their attributes.

1. To select an attribute to be used as a condition, click the button that lets you define the filter conditions (for example, it can be Choose event or Add condition).
2. Select the Profiles tab.
3. From the list, select a category of attributes from which you want to select a value. You can scroll through the list or find attributes using the search box and type source parameter name or property name (display name). If you’re using property name, to check the source parameter name or description of the attribute, hover the mouse cursor over the attribute:

   

4. Use the logical operators to set the type of condition.
5. Define the value that will be used as the filter according to the logical operator.

   

Combining conditions

You can add more conditions and mix conditions based on attributes and events. The relationship between the conditions can be expressed by AND or OR logical operators. The more conditions you add, the more complicated it gets, read through The logic of segmentation to find out how the conditions are interpreted, especially if there are more than two.

Reversing the filter logic

By default, when creating a filter, the conditions you define include customers if they have certain attributes or have performed specific actions. However, you can reverse the logic and exclude those customers instead. You can apply it for individual conditions in the filter or apply it collectively for all conditions.

You can do it in the following ways:

• To apply exclusion for all conditions in the filter, in the Analyze all profiles matching the conditions below sentence, click the matching to change it to not matching. For example:

  1. Select not matching for the entire filter.
  2. Set a “has an XYZ attribute” condition to not matching.
     Result: The filter includes profiles which have the XYZ attribute.

  

• To apply exclusion for a single condition, in the Profiles matching attribute or Profiles matching funnel sentences, click the matching word to change it to not matching.