Filter

Set the different filtering conditions you want to add at this point for the Journey. A final branch will be added by default that will include the set of your clients that do not meet the established conditions.

1. Choose Filter.
2. Discover each filter by selecting each one of them in the drop-down menu to see its details.
3. Choose the correspondent detail to define your filter.
4. Click Save.

Customer Field

Before choosing the filters, you need to create them on the Customer Fields area: Tools/Customer Fields. Go to Audience page for more info.

1. Click New
2. Write a name and choose the type of your element:

• Number: for numbers (phone, age...)
• String: a sequence of characters (name, country...)
• Datetime: for datetime (birthday, last purchase...)

3. It is created and then it appears on the List of Customer Field.
4. When you want to delete one of them, only need click the specific field, or some of them, and pulse Delete (button in red).

After that, you can upload a .CSV document clicking on the icon of the right side with all your data. Immediately the data are synchronized.

A .CSV file is a document where you can save all your contacts and their corresponding customer fields. Download the example here.

• customerId: A unique identifier for each user
• fieldName: The field that you need to add on the customer field area
• fieldValue: The corresponding value for each customer field

How does it sync with your CRM?

We have a module to create the existing fields in your CRM and thus achieve a perfect integration. You need to add the same fields on this area: Tools/Customer Fields.

• Step 1: The first step is the initial loading of data by uploading a file in CSV format into our platform.
• Step 2: Automatic synchronization: Once this first data load is done, every time there is a new user or data update in your CRM, an automatic synchronization will be carried out on our platform thus avoiding any erroneous duplication.

Practical Case

To be sure you do correctly the filter, you need focus on what you need and think about the way to communicate. For example, if you need a filter for people over 18 years and over 30 years, fisrt you need to choose the people over 30 years and secondly the people over 18 years.

If you put the filter over 18 years as a first step, then you won´t receive nothing in the second step because 30 is more than 18 so automatically this segment goes to else.

Birthday Filter

This filter is specifically designed for use with dates (e.g., birthdays, service start dates, contract end dates, etc.). It has been named "Birthday" because it represents a relevant and widely used example across various industries.

When you want to use a date as a selector, click on the Add Birthday Filter. Then, you'll need to choose the customer field, which must have been previously created in this section with the datetime type. Click on the selector and choose the field you want (e.g., End_of_subscription). Below, you’ll find an option to add a specification for sending the communication either days before or after the date associated with the field (for instance, as shown in the image below, 7 days before the subscription end date).

Once the customer journey is set up, click the Activate button. It’s essential to consider the following options:

• Allowing re-entry into the Journey: If enabled, the system will check for conditions every ten minutes. For birthdays, you should obviously leave it enabled so the system checks daily whose birthday it is (it's also very important to correctly set the timeout in the third option).
• Maximum number of entries: Define how many times you want the customer journey to repeat. If left blank, it will repeat indefinitely (e.g., for birthdays). For instance, if you’re running a week-long discount campaign, you might want to send one promotion daily, so you would set this value to 7.
• Indicates the timeout (minutes/hours/days): This defines how often the system re-checks the conditions. For date-related journeys, you should set this to 1 day to avoid sending multiple notifications on the same day.

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Timeout

Remember to set a 1-day in filters related to date compliance. Otherwise, they will receive the same message multiple times in the same day.