Filters allow all your store data to be trimmed down into a smaller set more relevant to a current email campaign. This allows for complex email campaigns to be derived with minimal work.  Each filter for set of data has a state of either pass or fail, there is no neutral state, since Autoresponder Max treats the filter result like a boolean.

There are two types of filters: Composite and Leaf. A Composite Filter is a filter made out of several other filters. Think of the Composite Filter as the parent and all the sub-filters made out of as the children. The child filters of the parent filter are combined together using an operator, such as AND or OR. A Composite Filter can have a child filter that is a Composite Filter, allowing for a tree of filters. A Leaf Filter is just a end-all child filter, it contains the “actual” data comparison and has no child filters. Each email campaign has a pre-defined root Composite Filter with an AND operator.

Advanced Settings Filters Within the Advanced Settings area of each email campaign is a section labeled Filters, which displays all the filters for the email campaign.  This will display the filter name and the operator between them within that Composite Filter.  Some filters cannot be modified, either because it is required by Autoresponder Max or they are critical for the email campaign to operate.  The settings under the email campaign will control some aspects of the filter.  Those filters that can be clicked on, can be edited or deleted, those that cannot be click on, cannot be modified.

There are two buttons available to add a filter: Add Filter or Add Composite Filter.  Add Filter will allow to create a Leaf Filter while Add Composite Filter allows to add a Composite Filter.

Composite Filter

 Advanced Settings New Composite Filter
These fields are what are seen when pressing Adding Composite Filter.  The Composite Filter comprises of just three fields.  Currently, these filters cannot be given a name.  Below, is an explanation of field under this section:

  • Parent – The location the filter will reside within a tree of filters.  Simply, just which parent the filter will be a child of.
  • Negate Result – After applying the operator, use the opposite result from what was evaluated.
  • Operator – Either AND, OR, or XOR.  Joins all the results of the child filters together and applies this operator on them.

Leaf Filter


Advanced Settings New Filter

These fields are what are seen when pressing Adding Filter.

  • Parent – The location the filter will reside within a tree of filters.  Simply, just which parent the filter will be a child of.  The Root Composite Filter is the Default Composite Filter shown in Advanced Settings, ultimately, the root of the tree.
  • Name –Name of the filter to display within the Dashboard.
  • Aggregate –If the Subject represents multiple items, apply this function on it and use that to compare against the Value.  Strings are valid, except for average aggregate, as it will convert the values to a floating point number first.
  • Subject – Path to the data to compare to the Value.  The data may represent multiple values, for example, orders for a customer.  Please note, the Subject that is allowed can vary based on the email campaign and the ECommerce platform.
  • Predicate – How the Subject and Value are compared.  Using regex option will allow the use of a PCRE within the Value.
  • Value –What to be compared to the Subject.  If the Value can change, this also can contain Liquid Templating Language, which will be evaluated before comparing to the Subject.
  • Applies To? – If Subject represents multiple items, either All the items must pass the Subject/Predicate/Value or only one (Any) has to.
  • Use For? – Negates the filter
  • Case Sensitive Regular Expression? – If using the Predicate regex, is this regular expression case sensitive or not?

Testing


Advanced Settings Filter Fail
Advanced Settings Filter Pass

You can test these filters by pressing the Preview & Send Test Email button under back under the Edit Email section.  The display will change based on the selection for Use existing X data in content.

A little either green or red text will appear at the bottom (Filters Status). It will tell you if one of the filters did not pass and which one.  This will give you an idea if the filter is working correctly or not.  If it did fail, you can click or hover to see which filter did not pass.

Example

A good simple example is have an email campaign that only allows an email to send if the order total is $100  or more (assuming $ is this case, but currency independent).  Here is what would be added when pressing Add Filter:

Parent: Root Composite Filter
Name: Orders $100 Or More
Aggregate: No Aggregate
Subject: payment_amount
Predicate: >=
Value: 100.00
Applies To?: All
Use For?: Including
Case Sensitive Regular Expression?: No

Here is another example, to exclude any email addresses that end with @example.com.  Here is what would be added when pressing Add Filter:

Parent: Root Composite Filter
Name: Exclude example.com
Aggregate: No Aggregate
Subject: engine_dynamic_customer.email_address
Predicate: ends
Value: @example.com
Applies To?: Any
Use For?: Excluding
Case Sensitive Regular Expression?: No

If you need any further explanation of these filters or how they can be used in a particular scenario, feel free to contact support.  We hope you have a wonderful experience with Autoresponder Max!