With Vbout’s smart filters you can create very specific segments of your subscribers, based on multiple criteria from the list, then target those subscribers once the filters you choose apply to them. Filters are mainly used in creating list segments, email automations and lead nurturing automation.

Available options for all text and number fields :

  • is: value of the text field matches exactly the value you specify.
  • is not: value of the text field does not match the value you specify.
  • contains: value of the text field contains a value you specify.
  • does not contain: value of the text field does not contain a value you specify.

Available options for all dates fields:

  1. is on: rule must match an exact date with one of those formats (month/day – month/day/year – date matching the exact same date field).
  2. is not on: rule excludes a particular date with one of the following formats (month/day – month/day/year – date matching the exact same date field).
  3. is after: rule must be after a specific date with one of the following formats (month/day – month/day/year – date matching the exact same date field).
  4. is after (x) days: specify the number of days after a specific date with one of the following formats (month/day – month/day/year – date matching the exact same date field).
  5. is before: rule must be before a specific date with one of the following formats (month/day – month/day/year – date matching the exact same date field).
  6. is before (x) days: specify the number of days before a specific date with one of the following formats (month/day – month/day/year – date matching the exact same date field).
  7. is between: rule must be between 2 specific dates that follows one of the following formats (month/day – month/day/year).
  8. is today: rule must match today’s date (no format required).

****date matching the exact same date field : this option gives you the flexibility of making the date a variable versus a fixed date you choose. One example is a birthday rule where you configure the filter to look at the subscriber’s birthday date and match if TODAY is 10 days before his birthday date. Another example below if you want to send a re-activation email for those who has not been active for 60 days, you can tell the filter to look at the last engagement date, and if TODAY is 60 days after that date, then match that rule.

Below are some default system filters that are essential for lead nurturing

  • Email Address: Core email of the contact inside your database. This email could exist across multiple lists.
  • Full Name: DEPRECATED.
  • First Engagement Date: Vbout records the first time a user interacted with any of your marketing initiatives, either a website visit, email campaign open or social media clicks.
  • Last Engagement Date: Vbout records the last time a user interacted with any of your marketing initiatives, either a website visit, email campaign open or social media clicks. You can use this date and for re-engagement campaigns to target old users who have been inactive for a while.
  • Signup Date: This is the date a subscriber signed up to your email list.
  • Lead Status: If you have lead scoring setup, you can target leads who match certain lead status you created within the system. Available options will be a drop down of statuses that you created on the lead configuration page.
  • Lead Score: Alternative to lead status, you can target users based on their Vbout score. Available options are Score Equals to, Score is Less Than, Score is Greater Than, Score is Between [NUMBER X] and [NUMBER Y] where number x and y are numbers you choose.