Client filter

Client filter lets you filter out a group of contacts that performed specific events or have specific attributes. As a result, you can create a separate group of customers which will become a target of specific actions, e.g. customers in such a group can be recipients of an email campaign, web push campaign or you can prepare analytics concerning this group.

It’s an advanced filter option that is hidden under this particular icon:

Image presents a highlighted client filter icon


Localization in the application

  • In Analytics module (funnels, segmentation, analytics, metrics, aggregates, dashboards)
  • In Campaigns module (while selecting audience in the following campaigns: email, sms, mobile, webpush, landing page and dynamic content)
  • in Automation module
  • on the list of contacts in CRM section

Client filter options

If you find a client filter icon, click it and you will see a pop-up.

Image presents a client filter in Synerise app

Choose filter - It’s your reference point according to which you will filter out your customers.

  1. Clients.
  2. Events.
  3. All - It’s a mixed group of client attributes and events.

Clients

If you choose clients option, you can filter the customers who have particular tags assigned, attributes, expressions, aggregates, belong to particular segmentation groups, etc.


Choose clients properties

Screenshot from the Synerise analytics module presenting custom filter with attribute

  1. To your clients filter you can add clients attributes from the lists described below:
  2. Choose from all list.
  3. Choose from tags list.
  4. Choose attributes list.
  5. Click tree dots for more options.

Choose operator

Screenshot from the Synerise analytics module presenting how to choose operator

  1. Choose operator - Describe the value of the event parameter by means of logical operators. When you click the icon, you will have 5 categories to choose from:
  2. Date - It’s connected with time; once you choose this parameter, you need to describe the date it refers to. Available options: Less than/more than
  3. Number - It refers to numerical values. Available options: Less than, more than, less or equal to, more or equal to.
  4. String - It refers to sequence of signs (letters, numbers, special characters). Available options: Equal, not equal, contain, not contain, starts with, ends with, regular expression, in, not in.
  5. Boolean - You may use this operator to define if a specific event exists or use it as an exclusion. Available options: is true, is false
  6. Array - You can describe the parameter value as an array (many values of one parameter separated by commas).

Describe clients properties

Screenshot from the Synerise analytics module presenting simple metric - describing the event value 1

  1. Describe your event using input options.

Screenshot from the Synerise analytics module presenting simple metric - describing the event value 2

  1. Describe your event by choosing value for them from the lists described below:
  2. Choose from all list.
  3. Choose from tags list.
  4. Choose attribution.
WARNING: For this options click icon once again.

Screenshot from the Synerise analytics module presenting simple metric - describing the event value 3

  1. Describe your event using dynamic key. Thanks to this option you can build dynamic dashboard.
WARNING: For this option click icon two times.

Event

Events - If you choose this option, you can filter the customers who performed a certain customer activity (event). It determines which value of the event you want to analyze, e.g for a page visit it can be the address of the page.


Choose event

Screenshot from the Synerise analytics module presenting custom filter with event

  1. First you have to choose an event, which means any activity we can measure in the system. You can choose it from the list.
WARNING: You can only see those events which can be measured in your profile. If you have not tracked your forms yet,it will not be possible to see a form submitted event on the list.

Choose parameters

Screenshot from the Synerise analytics module presenting how to create an event and choose the parameters

Synerise enables you to choose the parameters which will describe your event.

  1. Choose filter between categories on tabs described below:
  2. Choose from all list.
  3. Choose from attributes list.
  4. Choose specials list, (segmentations, aggregates, expressions, attributes, tags).
WARNING: The list of parameters depends on the chosen event. For a page visit, you can find, for example: address, uuid, ip, number of visits and source. To go further, you have to choose one parameter from the list.

Choose operator

Screenshot from the Synerise analytics module presenting how to choose operator

  1. Choose operator - Describe the value of the event parameter by means of logical operators. When you click the icon, you will have 5 categories to choose from:
  2. Date - It’s connected with time; once you choose this parameter, you need to describe the date it refers to. Available options: Less than/more than
  3. Number - It refers to numerical values. Available options: Less than, more than, less or equal to, more or equal to.
  4. String - It refers to sequence of signs (letters, numbers, special characters). Available options: Equal, not equal, contain, not contain, starts with, ends with, regular expression, in, not in.
  5. Boolean - You may use this operator to define if a specific event exists or use it as an exclusion. Available options: is true, is false
  6. Array - You can describe the parameter value as an array (many values of one parameter seperated by commas).

Describe event

Screenshot from the Synerise analytics module presenting simple metric - describing the event value 1

  1. Describe your event using input options.

Screenshot from the Synerise analytics module presenting simple metric - describing the event value 2

  1. Describe your event by choosing value for them using lists described below:
  2. Choose from all list.
  3. Choose from tags list.
  4. Choose attribution.
  5. Click tree dots for more options.
WARNING: For this options click icon once again.

Screenshot from the Synerise analytics module presenting simple metric - describing the event value 3

  1. Describe your event using dynamic key. Thanks to this option you can build dynamic dashboard.
WARNING: For this option click icon two times.

Use AND/OR

Screenshot from the Synerise analytics module presenting how to choose filter and/or option

  1. When you add more filters to your segmentation you also have to set up their mutual connections. You can decide that customers should meet both conditions to be in this metrics or just one of them. To do this, click the and/or option.

Filter is on

Screenshot from the Synerise analytics module presenting simple metric - clear or change filter

You can  change or delete your filter anytime. To do this, use the options on the left side of your active filter.

  1. Clear filter - use this option to delete your filter.
  2. Change conditions - use this one to change your filter settings.

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