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Filters in workflows
Filters in workflows

Filters in workflows allow you to refine and customize the flow of automation by setting specific conditions that must be met for actions to be executed

Harinder avatar
Written by Harinder
Updated over 3 weeks ago

Filter conditions enable precise control over which contacts or data points trigger the next steps in a workflow based on specified criteria. Filters analyze the incoming data from a trigger and decide whether the contact qualifies to move forward.


Steps to use Filters in Workflows

  • Click Add Filter - This will add a filter element to your workflow, which you can configure according to your needs.
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  • Drag the Filter to Your Desired Location - After adding the filter, drag it to the appropriate place within your workflow. Filters can be positioned in between actions, or before triggers, depending on where you want to refine the flow of your automation.
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  • Click on the Filter to Configure It and set the Filter Criteria -
    In the filter configuration panel, you will be presented with different options depending on what type of triggers you have set in the workflow.
    Filters can use contact properties (e.g., location, subscription type) or activities (e.g., opened email, clicked link) to define the target audience. This give the possibility to set advanced behavior based filters that target contacts based on actions or events they’ve participated in across Swipe One or integrated third-party apps.
    For instance:

    • A filter might check if a contact belongs to a certain segment (e.g., "High-Value Customers").

    • Another filter might ensure the contact has performed an action, such as "Clicked on a promotional email in the last 30 days."
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  • Save Your Filter - Once you've configured your filter criteria, save the filter by clicking the save button. This ensures that the filter is now active and part of your workflow.
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Advanced Filtering in Swipe One Workflows

Filters in Swipe One workflows are designed to offer advanced control over who proceeds through your automation. Two key capabilities that enhance this flexibility are Contact Activity Filters and Filter Combinations with Groups.

1. Contact Activity Filters with Two Dimensions

Contact Activity Filters allow you to filter based on:

  • Count of Activities: Specify how many times a contact has performed an activity (e.g., user signed in, order placed, logged in, opened emails, clicked links).

  • Last Occurrence Date: Filter contacts based on when they last performed the activity (e.g., within the last 30 days).
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This two-dimensional approach provides deep insights into user behavior. For example:

  • Use Case: Identify highly active users.

    • Scenario: You want to find users who have logged into your platform 5 times within the last 30 days.

    • Implementation: Set the filter to count logins and restrict the time frame to the last 30 days.

    • Benefit: Enables you to focus on highly engaged users for upsell campaigns or product feedback.
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2. Combining Filters with Groups

Filters can be grouped to create more sophisticated rules. Within a filter group, you can use AND or OR conditions to combine multiple filters. Additionally, you can:

  • Combine multiple filter groups.

  • Mix grouped filters with individual filters using AND/OR.
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This capability provides flexibility in designing workflows.

Examples:
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Complex Segmentation:

  • Scenario: Target contacts who have:

    • Opened more than 3 emails OR clicked at least 2 links AND

    • Made a purchase in the last 30 days.

  • Implementation:

    • Group 1: Opened > 3 emails OR Clicked > 2 links

    • Combine with: Purchased in last 30 days using AND.

Advanced Targeting with Nested Logic:

  • Scenario: Identify users who:

    • Are in a specific region AND

    • Either signed in more than 5 times in the last 15 days OR attended a webinar recently.

  • Implementation:

    • Group 1: Signed in > 5 times in last 15 days OR Attended webinar

    • Combine with: Region = Specific Location using AND.

Use Cases for Filters in Workflows

1. Ecommerce: Personalized Promotions

  • Scenario: A store wants to offer a special discount to customers who spent more than $500 in the past 6 months but haven’t made a purchase in the last 30 days.

  • Implementation:

    • Trigger: “Customer added to CRM.”

    • Filter: Total purchase value > $500 AND Last purchase > 30 days ago.

    • Action: Send personalized discount email.

2. SaaS: Trial-to-Paid Conversion

  • Scenario: Convert trial users into paid subscribers by sending a tailored message to those actively engaging with the product.

  • Implementation:

    • Trigger: “3 days before trial ends.”

    • Filter: Logged in more than 5 times AND Used key feature.

    • Action: Send an email highlighting subscription benefits and offering a limited-time discount.

3. B2B Agency: Lead Prioritization

  • Scenario: Focus efforts on leads who are highly engaged with marketing material.

  • Implementation:

    • Trigger: “Contact added to CRM.”

    • Filter: Opened > 3 emails OR Clicked > 2 links in the last 7 days.

    • Action: Assign to a sales team member and send a follow-up email.

4. Local Business: Seasonal Campaigns

  • Scenario: Target local customers for a holiday promotion.

  • Implementation:

    • Trigger: “Day before Christmas.”

    • Filter: Location = Within 20 miles of store AND Last purchase < 6 months ago.

    • Action: Send a holiday offer via email and SMS.

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