The “Filter” Element in Automation 360

Use the filter to segment your audience by their preferences, client status, and other personal data. It can help you interact with your clients better: send targeted messages, send webhooks to your system, assign or update variables and tags, create deals in CRM, and more.

Let’s talk about how you can add the “Filter” element and track user data using values in their variables in our A360 flow builder.

Add the Element

Drag and drop the “Filter” element from the left panel to your workspace. Link it with an element after which you need to branch your flow scenario based on variable values.

You can also change your element name to differentiate between elements. Click the “Element name” option, and enter your new name in the field.

Specify Your Sending Time

Specify when you want to execute the element. You can select the "Right away" option to send the message immediately or choose the "After" option to delay the sendout.

Read more: Element (Block) Execution Time.

Set Up Filter Conditions

Adding Conditions

You can add up to 5 filter conditions and link them with operators. By default, you will go to set up your first filter.

Specify a Variable

With variables, you can pass and store information about your client, including their name, contact info, order details, registration, and other events. Depending on your scenario, you can personalize your communication with each client, sending them specific scenario branches.

Select a contact variable where you need to check values.

Select a Condition

You can select the “variable value existence” condition to check if a variable has any value or select a condition with a value to check if values match in the third field.

Possible filter conditions vary depending on the variable type:

If you choose the date filter condition, you can limit your future events when a user action occurs before or after the date you select. To do this, click a date, and select one from the calendar.

You can also set a specific expression. To do so, add a variable of the “Date” type, and click {}. Select a dynamic date value (day, hour, or minute), and enter its amount — these data points will be checked for consistency. You can also use negative values.

For example, you can send reminders 3 hours before your event to those who registered a long time ago. Select the registration day variable, set your conditions to "is after," and specify 3 hours. Afterward, your email will be sent only to those who registered earlier than 3 hours before the start.

Enter a Value

Once you select a condition, specify a value using which you want to check clients' data in a variable.

Please note that if you try to filter a variable without a value or if its value is blank, the filter will not work in the ”yes” and ”no” branches, as filtered variables must have a value. To check for a variable or value, select the corresponding condition.

Adding Additional Conditions

To add another condition, click Add condition, and set up your filter by analogy.

Select an operator to link your conditions.

Any

This operator is used to add alternative conditions — the filter will check the execution of any condition.

Let’s say that you have a home delivery service only in specific cities. You can check if your delivery address matches the required city and send a chatbot flow to specify client data and close the deal. If it does not match, create a card in CRM so that your manager can contact the client to find their nearest post office.

All

This operator is used to add dependency conditions — the filter will check if each condition is executed.

Let’s say that you have a special offer: if a client makes an order on certain days, they will have it delivered for free or get a discount. You can add additional conditions with a purchase event date.

Once you set up the element, click Apply.

Branch Your Scenario

Below the "Filter" element, you can branch your flow and add elements to your branches based on whether the condition was fulfilled:

View Element Statistics

To view information about an element, exit the editor, and hover over the required element in the "Flow" tab. 

Your element can have the following statuses:

To view detailed information about contacts, click an element. A panel with your element settings and statistics will open. Below, you can filter, download, and view contacts who passed the filter and its date.

You can also click an element ID and start editing the element.

Last Updated: 22.09.2023