A filter is ‘pass-through’ code that takes input data, makes a specific decision about it and the possible transformation of it, and then passes it on to the following widget. Usually, a filter has no input/output operation on its own, and it depends upon an input from another source.

In Journeys, you can use triggers or actions as the input source for the filters. The YES/NO and CASE filters work with segments. A/B split and %split are used to create multiple groups to distribute contacts like we do in case of A/B campaigns.

Note: These are filters for campaign workflows, for data workflow filters click here.

  1. Yes/No
  2. Case
  3. % Split
  4. A|B Split

Yes/No

This filter is based on segments. The only option is to select the segment. If a contact is coming into this filter and satisfies the segment condition, then it goes to the “Yes” route, if it doesn’t than it goes towards “No”, but it depends on the segment.

YES:NO

YES:NO filter inside

**Multiple selection is not available in this filter.**

Example: 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 at gmail.com. So you will create a segment with the condition:

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

The Journey setup would look like this:

Workflow type

The ‘New Subscription’ trigger attached to ‘YES/NO’ filter. ‘YES’ part is attached to ‘Send email’ element, and then to ‘End’. The ‘NO’ part is attached directly to ‘End’ element. Once the Journey is enabled and a new contact is added to the list ‘XYZ’, it will reach the YES/NO filter. The filter will check if that contact has a @gmail domain. If yes, then it goes to ‘YES’, which is connected to ‘Send Email’. If no, then it goes to ‘NO’ and to the ‘End’ element.

Case

This filter is identical to YES/NO 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 Journey.

Case Filter

Case filter inside

Example: If you select 4 segments in this filter and click ‘Save’, then you will see 5 connections. 4 of them belong to the segments selected and the 5th one is ‘Otherwise’. If a contact does not fall into any segment, they will travel through the ‘Otherwise’ part of the filter to the next element attached.

case arms

% Split

This filter allows you to split into a group of minimum 10% and maximum 50%.

%split action

We have pre-defined percentage selections in this filter i.e.10, 20, 25 and 50. You can not set % manually in this element.

%split inside

When using this widget, you can divide contacts into groups and send them to a different Journey campaign, change subscription etc.

A|B Split

This filter allows you to create groups and assign percentages manually. Unlike %split, you can add groups and can assign minimum 1% in this element.

A:B

To view the details, double click on the widget. Then, click on ‘Add Group’. Give names to the groups and assigns appropriate %. The (X) button removes the group.

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