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What's New Getting Started Drag and Drop Standard Builder Integrations Center

Conditions Reference Guide

Conditions allow you to refine data collected by Center rules. This page serves as a quick reference guide for the most common conditions you can use to get more targeted results from your rules.

Some integrations (like MailChimp) support custom conditions as well. You can find the conditions for specific integrations on their individual pages

Conditions Reference

Jump to…

Amount

Country

Currency

Date

Duration

Combining Conditions

Using “Not” Filters

Amount

Allows you to specify a payment/transaction amount against which to compare your source data. 

Note that this condition may also be called Charge amount, Transaction amount, etc. depending on the integration. We also recommend using the currency condition instead of symbols in the amount field ($, £, €, ¥, etc.).

Country

Allows you to include contacts who are from—or not from—a chosen country.

Currency

Specify the currency (or exclude specific currencies) of a payment.

Date

Allows you to compare the date of an event with a date of your choice.

Note: Some filter events also allow you to add a date condition that segments contacts who do not take a specific step in a specified time period. E.g. contacts who do not purchase a product within five days of watching a sales webinar. 

Duration (Time/Percent)

Segment contacts based on a how long they watched a video or webinar. Depending on the source integration, you can specify duration by time (in minutes and seconds) or percent watched.

Combining Conditions

You can use more than one condition for your filters to create even more specific segments. One common use case is to combine date conditions in order to select a range of time you want to segment contacts for. 

In the example above, we’re using two date conditions to segment registrants who bought their ticket in the first week of June.

WARNING: A contact must meet all of a source’s conditions to be added. We recommend double-checking your segment to make sure you’re not setting up conditions that are too difficult to fulfill. 

The example above shows how an “impossible” condition combination might be created. No contact can simultaneously spend $149 and not spend $149. If you want to target contacts who spend any amount, just skip the amount condition entirely. The same goes for other conditions—generally, the fewer conditions you set, the more contacts will be added to your segment. 

Using “Not” Filters

You can also combine sources and filter events to segment contacts who don’t meet specific criteria. These exclusions can apply to past or future behavior. 

For instance, you can set up a segment that only includes contacts who are on “List A” but not “List B,” like so:

You can even combine multiple sources and future exclusions. As an example, you could set up a segment that targets contacts who attend a sales webinar and are on your prospect list but do not purchase a product within three days.

TIP: The delay timer begins once the other filters in your segment are true. In the example above, the “three days” would start once someone attended Sales Webinar and was subscribed to the Prospects list. 

 

(Updated 08/12/16)


Please let us know if you have additional questions!

We’re here to help. If you run into any issues or just have additional questions, please contact our support team. You can also create a ticket by clicking the banner in the bottom right corner of the Center interface.

 

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