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.

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In this screen, you can create a target group by applying a filter on one or more deployments (target groups) available in the campaign.

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  1. 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.
  1. Click Check filter. The query gets executed and the count will be displayed.
  2. (Optional) To use this filter in the future, click Save as filter template.
  3. (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.
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  1. (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.
  1. To remove duplicate records, select the checkbox “Remove records from the query result set which have the same value for this attribute”.
  2. Click Check filter, The query results get updated.
  3. Click Confirm to save the Segment filter. The Deployment Builder screen appears.

Configure the nodes as explained in other tutorials.