How do I create a filter?

You can apply predefined filters when assigning a target group to an email or when using the target group function filter.
This entry explains how to define and save filters.

Filters can be used in standard campaigns as well as in the workflow of auto campaigns.
In auto campaigns, the usage is not part of promio.connect by default. If interested, please contact our support team via ticket.

Create and name a filter and directory

Go to filter management via Addresses > Filter.

With this button, you create a new filter or a directory for multiple filters.

Create directory

Here you can generate new subfolders in which your filters can be saved.

Create filter

Here you can name your new filter, save it in a subfolder, and define its conditions.

Defining conditions

Compose your filter by combining one or more conditions. The following types of conditions are available:

type of operator	Description
BLOCK	Create a new bracketed block to control the AND/OR sequences.
Personal data	Filter by master data content. Typical cases: Men, zip code areas, Germany 18+, addresses associated with the domain @web.de, etc.
Auto Target Group	Filter by a user’s inclusion/non-inclusion in an existing auto target group.
Last opened	Filter by when your users last opened an email. Typical case: No opens in the last x days
Last clicked	Filter by when your users last clicked a link in your email.
Last addressed	Filter by when or whether an address was contacted.
Bounced	Filter by when or whether an address created a bounce.
Activity Score	Filter by opening and click rates. additional feature
E-Mail: Recipients	Filter the recipients of a specific email.
E-Mail: Open	Filter by whether a specific email was opened.
E-Mail: Click	Filter by whether a user clicked in a specific email.
E-Mail: Click on the specific link	Filter by whether a user clicked a specific link in a particular email.
E-Mail: Conversion	Filter by whether a particular email triggered a conversion. Typical case: Non-subscriber of an email.
E-Mail: Bounce	Filter by whether a particular email generated a bounce.
Profiler	Filter by whether the user is associated with a specific profile. The profiles can come from click profiles, the Profiler360, or a stored Profiler questionnaire. additional feature

Select the condition type in the drop-down menu BLOCK and add the condition by clicking the PLUS. You may now edit it.
Fill in the necessary details, e.g. select an email, choose the operator, or specify a value or list.
If you want the filter to contain more than one condition, add another condition via BLOCK and PLUS .

Do you want to filter by federal state? Select type personal data, data field postcode and as operator „In the federal state“ or „Not in the federal state“.

The condition type Personal data gives you the option of filtering by several values. Choose the operator In the list to do so. Enter the values separated by a comma, e.g. “Munich,Cologne,Hamburg”.

The condition type Personal data also allows you to search for strings by using wildcards in combination with the operators Equal and Unequal. Use * or ? as follows:

Example 1: *@promio.net returns all email addresses that end in @promio.net.
Example 2: *gmx* returns all addresses that contain the term 'gmx'.
Example 3: 531?4 returns all conforming zip codes like 53104, 53114, 53124 etc.

The type Profiler is only available if this feature is activated in your client. If interested, please contact our support team via ticket.

Link conditions and set brackets

Multiple conditions can be combined with an AND or OR link. By default, two conditions are linked with AND. The active link is marked with a dark background.

An AND link means that in order to be selected by the filter, data records must meet BOTH conditions. Example: male AND over 20 years old.
An OR link means that in order to be selected by the filter, data records can ONLY meet ONE of the linked conditions. Example: female OR subscriber of email “2016-01-20 Shoes Available Free of Charge”

To define more complex filters, you can set bracket blocks to selectively control the AND / OR links. Select BLOCK as the condition type to create a bracket block.

Brackets affect your filter’s logic!
Example: Condition 1: male | Condition 2: First name equals „Andrea“ | Condition 3: female
Condition 1 AND Condition 2 OR Condition 3 - Conditions 1 and 2 must be met, OR condition 3 must be met.
Result: all men named Andrea, as well as all women vs.
Condition 1 AND (Condition 2 OR Condition 3) - Condition 1 must be met, AND one of the conditions 2 and 3 must be met.
Result: all men named Andrea

Save filter

When you have finally edited all conditions, save the filter with .

Only fully defined filters can be saved. A condition that contains errors will be highlighted in red. Correct or complete the highlighted condition and click OK again in order to validate and save the filter.

Further options

On the upper right of each filter condition you can edit these:

With the first symbol you can copy a condition. The copy will be inserted beneath copied one.
Via the check mark you can close or collapse a condition and its parameters.
By clicking the bin sign you delete a condition.

If you want to alter the order of conditions you can switch them by drag&drop.

Closed conditions ensure a better overview, especially in the case of complex filters. If a condition’s definition contains errors, the condition cannot be closed and is highlighted in red.

You can also delete the entire filter. Avoid deleting filters that are in use in campaigns.

Copy filter

You can copy an existing filter by exporting the original filter and then importing it again when creating a new filter. Such an import is also possible in another client.

Switch to the filter you want to copy and use the Export action .
Copy the displayed code of the filter into the clipboard by clicking in the text field.
Navigate to Addresses > Filter and use action Create filter.
Use action Import and paste the copied code there.
Now filter conditions of the original filter are visible and you can edit and save the filter.