Question

Email filter Question

Hi everyone, 



I have a question regarding filters within the Campaign feature. Here is the scenario.



We have an email that we want to send as part of a campaign, we will call it "Email A". Now, we only want to have "Email A" sent to our customers if:



A) They have not received "Email B" in the past 45 days.



AND



B) They have not received Email C this year.

 

How could this be setup as a filter within this campaign? Thanks in advance for any assistance. 



Best,



Lucas

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Best reply

Hello,

 

To implement your filtering logic please set up the filter like in this screenshot to the "Add audience" element: 

Hello,

 

To implement your filtering logic please set up the filter like in this screenshot to the "Add audience" element: 

Viktoriia Hrynchuk,

Thank you for this logic, it truly helps. In looking at this logic, regarding the "Bulk Email" recipient category, I assume there is also a "Trigger Email" recipient category, correct?



A few things to note here:

1) The emails involved in this scenario are trigger emails not bulk emails.



2) The selection "exists" in the criteria you noted does not exist in our platform. Is this something that needs to be added?

1)The two types of emails (bulk and trigger) are located in the one BulkEmails object. So when we created emails B and C we chose the trigger type of this email and then added this email to our filters which we set up in the previous letter. 

2)The 'exists' condition you can find if choose the field Quantity during the setup filters.



Viktoriia Hrynchuk,

Thank you so much for clarifying this. Now I understand how this logic works. I am still trying to learn my way around Creatio's campaign logic. So, many thanks for your assistance.

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