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Step 5 Filtering and Segmentation Feature with Use Cases

Hey there, thanks for dropping by today.

Today, we'll walk you through the Filtering and Segmentation feature in full detail.

Check out the video below if you want a quick overview.

How it Works

Our Filtering feature in SyncApps can be used to sync a subset of records based on specific criteria.

save image

At SyncApps we give all subscribers unlimited records sync and will sync all the records if they match against your criteria so the best practice if on a trial, is to place test email addresses in a Campaign, List View, Saved Search or Marketing List then use Filtering for easy testing.

Some Use Cases

For example to sync only Contact records with the country which is the United States you can create the following filter :

Country [Is Equal To] United States

https_dev03_mysyncapps_com_sync_profile_edit_wizardId_936dc063_13d0_4866_823c_99be633d5f781591935898415_profileId_96914_step_config_filter_new.png

Conditional Operators

The following operators can be used to create criteria:

  • Is Equal To
  • Check if field value equals to a specific value
  • Is Not Equal To
  • Check if field value does not equal to a specific value
  • Starts With
  • Check if the field value starts with a specific value
  • Does Not Start With
  • Check if field value does not start with a specific value
  • Contains
  • Check if the text field contains a specific value
  • Does Not Contain
  • Check if the text field does not contain a specific value
  • Greater Than
  • For numeric or date comparison
  • Greater Than or Equal
  • For numeric or date comparison
  • Less Than
  • For numeric or date comparison
  • Less Than or Equal
  • For numeric or date comparison
  • Is Blank
  • Check if the text is blank
  • Is Not Blank
  • Check if the text is not blank
  • Is True (Checkbox Checked)
  • For boolean value or usually a checkbox in UI
  • Is False (Checkbox Unchecked)
  • For boolean value or usually a checkbox in UI 

Date Criteria

Date criteria must use YYYY-MM-DD format so if we need to sync a record that is created after December 20th, 2017 we can use the following criteria:

Created [Greater Than] 2017-12-20

For relative date comparison SyncApps provides a function to_date("x days/months/years ago").

Using that function, we can create criteria to sync records that were created within the last 30 days:

Created [Greater Than] or [Equal] to_date("30 days ago")

https_dev03_mysyncapps_com_sync_profile_edit_step_config_filter_new_profileId_96914_wizardId_936dc063_13d0_4866_823c_99be633d5f781591935898415.png

Complex Criteria

Complex criteria can also be created by combining expression using AND and OR operators.  For example, we want to sync records with an email address that is not blank and lives in CA or NY state we can create the following expression:

Email Address Is Not Blank AND (State Is Equal To CA OR State Is Equal To NY)

In the filtering feature in SyncApps, the above conditions can be expressed like this below:

https_dev03_mysyncapps_com_sync_profile_edit_step_config_filter_new_profileId_96914_wizardId_936dc063_13d0_4866_823c_99be633d5f781591935898415__1_.png

Please make sure Grouping, AND and OR operators are chosen correctly.  In the above example "State Is Equal To CA OR State Is Equal To NY" must be grouped using an OR operator to produce correct logic.

If you have multiple criteria that include the boolean field( True or False), make sure that you have set it to "Is False (Checkbox Unchecked)" or "Is True (Checkbox checked).

https_dev03_mysyncapps_com_sync_profile_edit_step_config_filter_new_profileId_96914_wizardId_936dc063_13d0_4866_823c_99be633d5f781591935898415__2_.png

The screenshot above caused the error because Opted out is a boolean field so it should be "Is False (Checkbox Unchecked)" or "Is True (Checkbox checked), see the correct setup below:

https_dev03_mysyncapps_com_sync_profile_edit_step_config_filter_new_profileId_96914_wizardId_936dc063_13d0_4866_823c_99be633d5f781591935898415__3_.png

Let's see the difference between our Step 5 Filtering and Segmentation feature operator, the “Contains” vs “Is Equals to”.

Mailchimp for Salesforce Use Case

Challenge

How to include records that have one or more checkboxes on their record so in this case, we are tracking badges.

The first inclination for many is set up Step 5 in this manner below using the "Is Equal To" operator yet this is not the best practice to manage this type of requirement.

Solution

Contacts with multiple badges (checkboxes) will be filtered out based on this setup above as it is exclusionary. The best practice is to use the, "Contains" instead of "Is Equal To" operator.

 

Let's see another use case about Filtering Date Parameter:

Constant Contact for Salesforce Use Case

Challenge

How to pick up the current date daily to exclude members who expired.

The initial solution for this is to add a filter using the "Paid through date" field and want the date parameter to be today's date to exclude members who expired. 

to_date("today")

 

 

Yet this is not the best practice to manage this type of requirement.

SOLUTION:

Conditions

OR
       -  Badges Contains X
       -  Badges Contains Y

AND
    -  Paid date > Z

Parenthesis must match the grouping

What this means is the Parenthesis of the logical requirement.

For complex logic (contains both AND and OR) it is good to create a parenthesis representation. 

For example, we have the requirement that a record must have paid date > Z and it must have badges contains either X or Y.

We can translate the requirement into this:

((Badges Contains X OR Badges Contains Y)  AND Paid date > Z)

Then to convert it to the SyncApps filtering feature shown in Step 5 we need to go from the outer parenthesis first

We need to create like this:

AND Group
   - OR Group

        - Badges Contains X
        - Badges Contains Y
   - Paid date > Z

 

Like this one below works great, if configured using the Step 5 feature:

 

AJ_Filtering_GIF_New.gif

 

Hope you found this article helpful in getting to know more about our Filtering and Segmentation features.

If you need more guidance, don’t hesitate to email us at support@cazoomi.com to set up a call today.

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