Filters allow you to segment your list in order to export your data or send a message to a smaller group of subscribers. To create metadata to filter by see our article on Metadata.

Filtering a List to Send a Broadcast Message

Let’s imagine we want to send a message only to subscribers tagged with “Event = 8-1-16 rally.”

From the “Schedule Broadcast” screen, first select your campaign, then select your list and click the “+” icon. The list will appear in green below.

 

  • The “Filters” section is below the “Lists” section. Select the type of metadata you would like to filter by. For example, you can filter by zipcode, city, state, etc. You can also filter by custom metadata tags, as we will do here.
  • Select the operator (for types of operators, see “Operator Description” below).
  • Select or type the value you would like to filter by. For open metadata fields, you will have to type in the value and for predefined fields you can choose the value from a drop down menu.

Note: the subscriber total has now changed to reflect the number of subscribers who meet the criteria specified by your filter.

Operator Descriptions

Equal to

This operator applies when you want to find subscribers who have an exact value for a metadata field. For example, if  you are looking for subscribers with a particular tag or that live in a particular city of state, you would choose “equal to” for the operator.

Not equal to

This operator applies when you want to find subscribers who do not have the exact value for a metadata field. For example, if you are looking for all subscribers who are not tagged with a particular value or state, you would choose the “not equal” operator.

Less than

This operator applies for metadata fields with numbers as values. For example, if you had a field called “Hat size” and wanted to choose all subscribers whose hat size is less than 10, you would choose the “less than” operator. Another instance you may us this would be with if you are looking for a certain set of zip codes. See step 5. below.

Less than or equal to

This operator applies for metadata fields with numbers as values. For example, if you had a field called “Hat size” and wanted to choose all subscribers whose hat size is less or equal to 10, you would choose the “less than or equal to” operator. Another instance you may us this would be with if you are looking for a certain set of zip codes. See step 5 below.

Greater than

This operator applies for metadata fields with numbers as values. For example, if you had a field called “Hat size” and wanted to choose all subscribers whose hat size is greater than 10, you would choose the “greater than” operator. Another instance you may us this would be with if you are looking for a certain set of zip codes. See step 5 below.

Greater than or equal to

This operator applies for metadata fields with numbers as values. For example, if you had a field called “Hat size” and wanted to choose all subscribers whose hat size is greater than or equal to 10, you would choose the “equal than” operator. Another instance you may us this would be with if you are looking for a certain set of zip codes. See step 5 below.

Exists

Use this operator to find subscribers who have any values assigned to them for a particular metadata field. For example, if you want to find all subscribers who have an email address, select the “exists” operator.

Does not exist

Use this operator to find subscribers who do not have any values assigned to them for a particular metadata field. For example, if you want to find all subscribers who have an email address, select the “does not exist” operator.

Any of

Use this operator to find subscribers who have values for a particular field. For example, you can use this operator to find all subscribers that have a zip code value assigned to them from a particular set of zip codes. Values should be entered as comma-separated text.

Not one of

Use this operator to find subscribers who do not match any of the values you enter. Values should be entered as comma-separated text.

All of

Use this operator to find subscribers who have several values assigned to them for a particular field. For example, if you use an open field for your keyword values, you can use this operator to find them and avoid adding a second filter (see step 5). Values should be entered as comma-separated text.

In radius of

This operator only applies to the zip code field. After selecting the zip code filter and the “in radius of” operator, you will be prompted to choose a zip code (see box marked “A”) and a radius around that zip code (see box marked “B”). After clicking the “Update” button (see box marked “C”) all of the zip codes within that radius will appear (see box marked “D). You can add zip codes in the zip code box (box “D”) or subtract zip codes. Simply click the “Update” box (box “C”) again in order to add or subtract those zip codes.

Not in Radius of

Similarly to the “In radius of” filter, you can find all subscribers who do not have zip codes within a certain radius.

Using Multiple Filters

Sometimes it’s necessary to use two or more metadata filters as a way to further narrow your audience. For example, let’s say you want to create an audience of all subscribers who are attending the 8-1-16 event, but only those who live in Washington, D.C.

To do this, simply toggle the “AND” button, then click “Add another filter” below the first filter, and add the new metadata criterion.

 

Rather than narrow an audience, you may want to expand it. For example, say you want to send a message to subscribers who are attending the 8-1-16 rally as well as the subscribers who live in D.C. (as opposed to the previous example where we wanted subscribers who were both attending the rally AND lived in D.C.

To do this, simply toggle “OR”

Note: the subscriber total has expanded to 3

Exporting a Filtered List

Situation may come up where you want to export your filtered list. To do that, you will be able to use a similar process.

Let’s say we want to export our list of 8-1-16 Rally attendees.

Select “List Details” from the “Reporting” menu on the left.

 

  • Select your list, then enter your filter, just as you would from the broadcast screen.
  • If you are using multiple filters, be sure specify either “AND” or “OR.”
  • Specify whether you want to view the inline report, or export.
  • Click “Generate New Report”