Flexible Filters in Auto-Mailings

Audience segmentation in mailings using filters. Flexible options for adding contacts to a mailing

How to configure filters in mailings

Filters in mailings are a tool for segmenting the audience by a given condition or set of conditions.

We moved part of the mailing settings into filters and added the ability to specify logical operators "AND", "OR" between filter conditions. We also added the ability to add nested conditions, which allows very flexible audience segmentation.

The following filters are currently available:

• Contains tags
• Does not contain tags
• Subscribed after a certain date
• Subscribed before a certain date
• Subscribed on certain days of the week
• Contained in table
• Has a certain number of referrals
• Deal stage in Bitrix

The platform architecture now allows filters to be developed quickly, so suggest your options!

For easier perception of mailing filters, we added a reading mode.

Specifics of "Contains and does not contain tags" filters.

Previously, it was enough for the user to have one tag assigned from all those specified in these filters for the mailing to trigger. Now all tags specified in these filters must be assigned to the user for them to match the mailing condition. To restore the old behavior, add several filters and separate them with "OR" logical operators.

All old settings were automatically converted to the new format.

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