A filter is “pass-through” code that takes input data, makes some specific decision about it and possible transformation of it, and passes it on to another program in a kind of pipeline. Usually, a filter does no input/output operation on its own, it depends upon an input from some source.

In drag and drop workflows, we can use triggers or actions as the input source to the filters. The 2 filters YES/NO and CASE works on segments. A/B split and %split are used to create multiple groups to distribute contacts like we do in case of A/B campaigns.

  1. YES/NO: This filter is based on segments. All you have to do is select the segment in this filter. So if a contact is coming into this filter and satisfies the segment condition, then it goes to the “Yes” route else towards “No”.
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    YES:NO

    It really depends on the condition of the segment, though.

    YES:NO filter inside

    Multiple selection is not available in this filter.

    Example to show the usage of the filter

    Let’s say you have a master list “XYZ”. All your contacts are coming into this list and you only want to send a workflow email to those contacts who have their domain on gmail.com. So you will create a segment with condition:

    Contact information >> domain name >> contains >> gmail.com.

    Now the workflow setup would be like this:

    Workflow type

    “New subscription” trigger attached to “YES/NO” filter. YES part attached to “Send email” element” and then to “End” element. “NO” part attached to “End” element.  In the YES/NO filter, select the segment created with above conditions. So once the workflow is enabled and a new contact is added to the list “XYZ”, it will reach the YES/NO filter. Then this filter will check if that contact is for gmail domain, if yes, then it goes to the “YES” part which is further connected to “Send Email”. If no, then it goes to “NO” part and further to end element.

    This is just an example, there are lot other scenarios where this filter can be used. It totally depends upon what you want to do in a workflow. It’s very creative and easy to implement.

  2. Case: This filter is identical to YES/NO filter.
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    Case Filter

    The only difference is that you can select multiple segments in this element. With more segments selected, there will be more output connections that can be used or attached to a different set of elements in the workflow.

    Case filter inside

    So if you select 4 segments in this filter and hit save, then you will see 5 connections. 4 of them belongs to the segments selected and the 5th one is otherwise. So if a contact does not fall into any segment, he/she will travel through the “Otherwise” leg of the filter to the next element attached.

    case arms

  3. %Split: This element allows you to split into a group of minimum 10% and maximum 50%.
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    %split action
    We have pre-defined percentage selection in this filter i.e.10, 20, 25 and 50. You can not set % manually in this element.

    %split inside

    So using this element, you can divide you contacts into groups and send them a different workflow campaign or change subscription etc.

  4. A/B Split: This element allows you to create groups and assign percentages manually.
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    A:B split

    Unlike %split, where we have pre-defined values, you can add groups and can assign minimum 1% in this element. This again should be used per your requirement and the workflow set up.

    A:B

    Double click on this element. Then click on “Add Group”. Give names to the groups and assign appropriate %. The (X) button removes the group.

    All actions, filters, and delays have 2 nodes each to accept input and give an output.

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