All filtering conditions are grouped into categories in a movable panel. You can expand all categories and use context search. You can also minimize the panel or move it to the other side of the screen.
Inclusion and exclusion groups
Condition groups are divided into inclusion groups (marked green) and exclusion groups (marked red).
Items matched by the inclusion groups will be included in the filter, while items matched by one or more exclusion groups will be excluded.
eXclusive OR (XOR)
If you wish to create conditions such as “eXclusive OR” operator, you need to use an inclusion group and an exclusion group containing exactly the same conditions. Then switch the inclusion group to “OR”. The exclusion group always uses the AND operator.
The button used to recalculate a filter "update now" in the filter overview allows you to better judge when an update to a filter is necessary.
Also, all filters in the list will show you the date of the last update.
Parameters – Numbers
For numerical values, you can set ranges, eg, between 1 and 3 or between 500 and 1500.
- This works for the number of received emails, SMS, numbers of clicks, and even days or months (see below for more news about dates).
- The “different from” condition allows you to make sure that the parameter does not equal the number you entered.
Parameters – Identifiers
You can select one or more elements from the list and remove them by clicking the “X” by each element. When matching identifiers, you are also offered a unique set of operators:
- “At least one” will include all items for which the value is not empty (contains one or more identifiers).
- “Matches” and “matches at least” work with lists of elements, like memberships.
- “Matches” will include only those elements (contacts, products etc.) for which the parameter matches exactly the values you selected.
- Whereas “matches at least” will include all of these plus those that also match other values.
Parameters – Dates
- For fixed dates, you can select a specific date to use as a point of reference. Most importantly, all dates are always selected from a calendar.
- Relative dates are always calculated as a length of time, usually in relation to the present.
Parameters – Future dates
For some parameters, you can refer to specific dates in the future.
These conditions are currently limited to a few selected conditions (most of them regarding loyalty program values).