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Advanced filters to segment your subscribers on Mailrelay

Published by Mailrelay on February 11, 2014

Today we would like to explain the operation of a new feature that you will surely enjoy. We believe that this new feature will be very useful in your email marketing campaigns.

This new feature is the creation of Advanced filters for segmenting your subscribers

What can you do with these filters?

You can create subgroups of subscribers, using the contacts that meet certain criteria:

– Subscriber who did not view a newsletter

-Subscriber who did not click on any link in a newsletter.

– Users who viewed a newsletter.

– Users who clicked on a link in a newsletter.

For example, you could create a new subgroup, with subscribers who have not opened your latest newsletter, with the purpose of sending the newsletter again for this group of subscribers.

Where to find this new feature?

You can find it in the Menu subscribers, in most categories, for example in the Actives menu:

Advanced filters 1

By accessing this menu you will see a new button, Advanced Filter:

Advanced filters 2

If you click this button, you will see a window like this:

Advanced filters 3

What are the options?

In this window you will find a brief explanation that will surely help you create the filter you want.

Basically these options are:

1) Filter type, in this field, you have to choose between two variables, Include and Ignore. If you choose the option Ignore, the system will search for the subscribers who did not perform an action with your newsletter.

The “Include” filter works in reverse, it will search for the subscribers who performed an action with your newsletter.

2) Event, by using this field, you can define the type of event, if you want to work with clicks on the links or views.

3) Newsletter, this field allows you to select for which newsletter you wish to use the advanced filter.

WARNING

The filter will be enabled on the selected group.

For example if you are in the Subscribers->Active menu, the filter will be applied to all active subscribers.

But if you were in Subscribers->Active menu, but with one of your groups selected, this filter would be applied only on this group.

Remember that, when using the advanced filter.

How to apply the filter?

Going back to the previous image:

Advanced filters 4

After selecting the options, click the Search button.

By clicking this button, the system will filter all subscribers who are within the selected parameters.

If you close the window now, the list of subscribers will include only the contacts that are within the parameters of the selected filter.

By doing this you can view these subscribers.

But if what you want to do is to create a new group, you must select the Assign button, which allows you to add subscribers to another group.

This option is especially useful if you want to send the newsletter again, or a follow-up campaign for this new group.

Finally you have the option “Remove Filter”, to redisplay all subscribers without the filter.

Let’s see an example, by really using this new functionality

We will see all the options step by step.

Suppose you just sent a newsletter, and for some reason you want to send it again to subscribers who did not open it.

The first thing you should do is to create a new group to add all subscribers who have not opened the newsletter into this group.

Click the Subscriber Groups menu and then the Create button:

Advanced filters 5

It is not necessary to mark the Visible option because this is an internal group and it does not have to appear in the subscription form.

However, the group must be active.

Now click the Subscribers menu and then click Active.

As the newsletter was sent to a group called web, we must filter the subscribers using this group:

Advanced filters 6

As you can see, this group has two subscribers:

Advanced filters 7

You can see all subscribers who viewed the newsletters, as well as all subscribers who did not open it.

To do this, click the Advanced Filter button and the popup shown above will be displayed again.

For this example we will select:

– Filter Type -> Ignore

– Event -> View

– Newsletter -> Testing Filter.

With this, the system will filter out subscribers and leave only the ones who did not view the newsletter.

Now we will click the Search button after selecting these options:

Advanced filters 8

By doing this, you will see at the bottom of the same window that the subscribers that are not within the selected parameters will have disappeared:

Advanced filters 9

In the case of this example, the subscriber did not view this newsletter.

Lets say you would like to send it again to this user.

So the only thing you need to do is to assign this subscriber and add the email address to the group created for this purpose.

To do this, simply click the Assign button:

Advanced filters 10

A new window will open with the information on how many subscribers will be assigned, and you can select the group:

Advanced filters 11

After clicking the Assign button, the system will display a message that the process was completed.

After you see the message above, you can click on the Remove Filter button, to close the advanced filter window.

Now you can send this newsletter again, but only for those subscribers who previously didn’t view the message:

Advanced filters 12

This is a very important process to segment your subscribers!

Multiple possibilities with advanced filters

You can send the newsletter again to users who didn’t open it, or send newsletters with related products and contents to subscribers who viewed the first campaign.

You can see all the users who clicked on the campaign and assign these subscribers to a group of active subscribers.

You can use this new feature to create targeted campaigns for your customers.

Start using it today!

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Comments

  1. Jorge Cobos

    El filtro avanzado es una gran ayuda y yo lo utilizo mucho en mis campañas de email marketing.
    Lo único que echo en falta es poder filtrar por suscriptores que han hecho clic sobre “un determinado enlace” dentro de un boletín que tuviera por ejemplo 3 enlaces hacia 3 url distintas.
    De esta forma, podría filtrar de forma rápida y ajustar el impacto de los siguientes emails y no molestar a los que no hicieron clic sobre ese enlace pero sí en otro…
    Pero por lo demás, ¡El filtro avanzado es lo más!
    Un saludo, Jorge Cobos

    30/10/2017 - 13:47:01 Publicar una respuesta
    • Mailrelay

      ¡Muchas gracias Jorge por el comentario y la sugerencia! Se lo comento al equipo a ver que se puede hacer 🙂

      30/10/2017 - 13:51:41 Publicar una respuesta
  2. Luis Collado

    Buenas,

    Una duda, ¿existe la opción de que la plataforma gestione automáticamente el paso de un grupo a otro de suscriptores que cumplan un patrón concreto?

    Por ejemplo, imaginemos que creamos un grupo que es “Nuevos suscriptores” en el están los suscriptores nuevos de una semana y, al final de la semana, se les envía un mail de bienvenida. ¿Se podría automatizar el proceso para que salieran de ese grupo y entraran en otro distinto después del envío de ese mail?

    14/06/2017 - 18:25:48 Publicar una respuesta
  3. Vero

    los Filtros avanzados de suscriptores están activos en la versión gratuita, o que características de las que mencionas son de paga ?

    14/02/2017 - 17:50:24 Publicar una respuesta
    • Mailrelay

      ¡Hola Vero! La versión gratuita incluye todas las funciones. Donde no están es en las cuentas estandar, pues no dispone de estadísticas y son necesarias.

      14/02/2017 - 18:13:53 Publicar una respuesta
  4. Rubén

    Hola,

    La funcionalidad es magnífica, pero me gustaría sugerir una mejora, que por lo menos yo no he encontrado como realizarla, me gustaría poder tener definidos varios filtros que asignen a los subcriptores según su comportamiento y no tener que filtrarlos manualmente.

    Mejor pongo un ejemplo: Configuro un autoresponder, automáticamente, el filtro asignará a un nuevo grupo al que no realice un click para poder enviarle un segundo autoresponder a modo de recordatorio.

    30/11/2016 - 19:51:24 Publicar una respuesta
    • Mailrelay

      ¡Hola Rubén! Ese tipo de automatismos están planificados en la línea de desarrollo de la próxima versión 🙂

      30/11/2016 - 20:20:27 Publicar una respuesta
  5. Bernard

    no encontraba esta funcion en los videotutoriales y os pedi ayuda por chat. Al final la encontré por aqui.
    Buena funcion.

    16/08/2016 - 12:42:52 Publicar una respuesta
  6. Antonio

    Muy útil y práctico éstos filtros.para determinar a quien les interesan tus boletines.
    Muchas gracias.

    19/05/2016 - 12:06:52 Publicar una respuesta
  7. Roberto Sotelo

    Excelente funcionalidad, le voy a sacar el jugo a esto!

    22/09/2015 - 21:49:41 Publicar una respuesta
  8. daniela

    Esta opción de los filtros está disponible solo en la versión de prueba y en la enterprise o también en la standar? gracias

    30/06/2015 - 15:28:10 Publicar una respuesta
    • Mailrelay

      Hola Daniela, no en la standar no funcionan porque la standar no incluye estadísticas y esta funcionalidad hace uso del modulo de estadísticas, para filtrar por clicks y visualizaciones en boletines

      30/06/2015 - 15:35:41 Publicar una respuesta
  9. ALVARO VARGAS

    Excelente articulo, bien explicado y en la practica funciona 100%.
    Gracias por todo,
    Alvaro Vargas

    12/08/2014 - 15:36:11 Publicar una respuesta
  10. LUIZ ALBERTO

    Por favor gostaria de uma ajuda.
    O grupo gerado com o novo filtro avançado não está funcionando.
    Após clicar no botão Atribuir, o sistema me informou que o processo foi concluído com 3264 assinantes.
    Quando abro o grupo a quantidade não está correta.

    14/03/2014 - 23:00:30 Publicar una respuesta
    • Micheli

      Olá Luiz Alberto,
      Se você está com dúvidas sobre a utilização dos filtros avançados por favor entre em contato com nossa equipe de suporte técnico on-line disponível pra dar-lhe as informações necessárias através da página http://mailrelay.com/pt/contato
      Obrigada pelo contato
      Estaremos a disposição
      Att
      Equipe Mailrelay

      27/03/2014 - 15:27:49 Publicar una respuesta
  11. Walter

    Magnifica Herramienta, La estábamos esperando Muchos =)
    Gracias MailRelay

    05/03/2014 - 22:24:47 Publicar una respuesta

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