Applying Segment Builder Filters for Follow up Deployments
Follow these steps to create a Follow up deployment based on the Segment builder filters, You will be navigated to this screen by clicking the Apply segment builder filters.
In this screen, you can create a target group by applying a filter on one or more deployments (target groups) available in the campaign.
- Configure the following options:
- Filter name: Enter a name for the filter.
- Contacts who?: Select the option Are part of.
- Campaigns: Select the required campaigns from the drop-down.
- Deployments: Select the required deployments from the drop-down.
- And: Select the Primary and Secondary conditions.
- Activity counts: Enter the count.
- Timeframe: Select the duration.
- Click Check filter. The query gets executed and the count will be displayed.
- (Optional) To use this filter in the future, click Save as filter template.
- (Optional) Click Add filter + to apply another filter on the query. You can add multiple filters and also re-arrange the filters by drag-drop the filter header above or below the other filters.
- (Optional) If you define multiple filters, select the query criteria as required:
- Exclude: Use this option to subtract records from the second filter.
- Include: Use this option to include the records from the second filter.
- Filter: Use this option to get unique records from both filters.
- To remove duplicate records, select the checkbox “Remove records from the query result set which have the same value for this attribute”.
- Click Check filter, The query results get updated.
- Click Confirm to save the Segment filter. The Deployment Builder screen appears.
Configure the nodes as explained in other tutorials.
Updated almost 2 years ago