One of the elements that comprise Custom Flow that you can use is the FILTER element.
What is the FILTER?
The filter is responsible for segmenting the audience of your Custom Flow.
What steps do we have when choosing FILTER?
The steps for selecting an element: FILTER:
ORDER
INTERACTIONS
CUSTOMER ATTRIBUTES
If we select the first step: ORDERS, we go to the filter category to choose:
Total Purchase Value
Total Purchase Count
Last Purchase Date
Customer never made a purchase
In all steps, we have to set the relevant parameters according to the filter we have set. For example, you can use operators like "equals 1" to identify customers who made exactly one purchase, or set a range like "1–2" for purchase count.
If we select the first step: INTERACTIONS, we go to the filter category to choose:
Last Visit Date
Last Purchase Date
Last Add to Cart Date
Last Email Open Date
Last Email Click Date
Last Product View Date
In all steps, we need to set the relevant parameters according to the filter we have set.
If we select the first step: CUSTOMER ATTRIBUTES, we go to the filter category to choose:
Subscription Status Email
Subscription Status SMS
City
Country
Gender
Language
Tags
IMPORTANT: in the last step, remember to save the FILTER by clicking on the yellow highlighted "SAVE" button. After saving the filter, customers who meet the filter condition will flow into the "Yes" branch, while those who do not will flow into the "No" branch. This allows for further segmentation and targeted actions.
How to add the selected filter?
See how to add a filter regarding the date of your last purchase.
The path to adding other filters is similar.
1. Click on the "+" under the item you want the filter to apply to
2. Click on Order to select a FILTER type
3. Click on the particular FILTER category you want to set
Let's go through an example FILTER setting. Select a category: Last purchase date
2. Set the dates you wish
You can change whether or not you want the date of your last purchase to be within a certain time frame.
3. Click on "is" or "is not"
4. Select the number (of seconds/minutes/hours/days/weeks/months)
5. Select range (seconds/minutes/hours/days/weeks/months)
Click on SAVE to save your settings After saving, consider assigning tags in the "Yes" branch to customers who meet the filter criteria. For example, you can tag customers who haven't purchased in 20 days to trigger follow-up flows.
Need more help?
Related Topics
Best Practices for Automation Flow Design
Using Tags for Customer Segmentation
Strategies for Increasing First-Time Purchases
If you have any further questions about Custom Flows in edrone, please do not hesitate to contact us at hello@edrone.me