Filtering is the process to segment lists to send a message to a focused group of subscribers or export data. This process is based on metadata attached to list subscribers.
Filtering a List to Send a Broadcast Message
- From the “Schedule Broadcast” screen, first select the campaign, list and click the “+” icon. The list will appear in green.
- The Filters section is below the “Lists” section. Select the metadata type. There are default categories available, or customized categories may be used as well. The example below uses the custom field ‘8-16 Rally’.
- Select the operator (for types of operators, see “Operator Description” below).
- Select or type the value to filter. For open metadata fields, type in the value. For predefined fields, choose from the drop down menu.
- Once the desired Lists and Filters have been applied, click the ‘Refresh Subscriber Count’ to see the revised total number of subscribers who will receive the message.
Equal to: find subscribers who have an exact value for a metadata field. For example, looking for subscribers that live in a particular city of state.
Not equal to: find subscribers who do not have the exact value for a metadata field. For example, looking for all subscribers who are not tagged with a state, would choose the “not equal” operator.
Less than; less than or equal to: for use with metadata fields that contain numbers as values. For example, if wanting to target a group of subscribers in DC, these operators could be employed by entering a value of 20456.
Greater than; greater than or equal to: applying the same logic as provided in the example above, the same logic could be applied to target those people using the value 20001.
Exists: target subscribers that have values assigned for a particular metadata field.
Does not exist: target subscribers who do not have values assigned to them for a particular metadata field.
Any of: find subscribers who have values for a particular field. For example, within a district without sequential zip codes, values can be entered as comma separated text to target subscribers in that area.
Not one of: find subscribers who do not match any of the values entered. Enter values as comma-separated text.
All of: find subscribers who have several values assigned to them for a particular field. For example, if using an open field for keyword values, use this operator to find them and avoid adding a second filter. Values should be entered as comma-separated text.
In radius of: applies only to zip code. After selecting the zip code filter and the ‘in radius of’ operator, choose a zip code and a radius around that zip code. Click ‘Update’ for all zip codes within that radius to populate. Zip codes may be added or removed.
Not in Radius of: similar to the ‘In radius of’ filter, find all subscribers who do not have zip codes within a certain radius.
Additional filters may be added to Broadcasts to narrow
Saved Filters – Smartlists
Additional filters may be added to Broadcasts to narrow down the target audience. In some cases, this may only be needed for a single broadcast and is unnecessary to save. In other cases, this audience should be engaged multiple times. These filters can be saved and used again in future broadcasts, in a feature called smartlists.
Click on ‘Lists’ on the sidebar and select ‘Smartlists’ from the dropdown. Give the new smartlist a name with a descriptive title so that it is clear what are contained in the filters. Only one list may be filtered on at a time. Once all filters have been applied, save the SmartList.
In the future, the Smartlist may be broadcast to by selecting the list:
Apply the SmartList, test the message and broadcast when ready.
Export a Filtered List
Select “List Details” from the “Reporting” menu on the left.
- Select list and select filter
- If using multiple filters, be sure specify either “AND” or “OR.”
- Specify inline report or export.
- Click “Generate New Report” in the upper right screen.
For additional questions not covered by this article, please contact a Strategy representative or support at VIP@revolutionmessaging.com.