The Filters and Segments feature in Swipe One provides users with advanced tools to organize and target their contacts effectively. Filters allow users to create criteria to isolate specific groups based on contact properties and/or activities. This includes interactions from integrated apps like Shopify and Chargebee. These filtered results can be saved as Segments, which update automatically as contact data changes and can be used in workflows, campaigns, and more.
Key Features:
Creating Filters:
Define criteria using contact properties (e.g., location, subscription status) or contact activity (e.g., email opened, tags added).
Combine multiple conditions with "AND/OR" logic for simple or complex filters.
Include activity from integrated apps, such as purchases or subscriptions, to refine your audience.
Saving Filters as Segments:
Save filtered results as Segments for quick access and dynamic updates.
Segments are automatically maintained as contacts meet or leave the specified filter criteria.
Using Segments:
Apply saved Segments in workflows, campaigns, or analytics to tailor communication and automation strategies.
Managing Segments:
Rename or update Segment criteria to keep them relevant to your workflows and campaigns.
Delete outdated Segments easily to maintain a clutter-free workspace.
More details on how to create a Filter and Save a Segment are provided in the subsequent articles in this collection.