Understanding Filters and Groups to Create Advanced Segments - Online Help | Zoho Marketing Automation

Understanding Filters and Groups to Create Advanced Segments

With the help of filters and groups, you can efficiently set up and narrow down the criteria for your Contacts in order to segment them. Below is an image showing how to use multiple filters within a group and having more than one group when creating a segment. To know how to create a segment, click here.



As you can see, there are two groups (signified by two boxes or two X icons at top right of each box).
There are four filters in total. In the first group, there are three filters and in the second group, one filter is present. With the help of Add New Group option you can add multiple groups.

Within a group, the condition can only be the same. In the first group above, you can either have And or Or as the condition but not both. That is why having multiple groups will be handy in case you want to segment Contacts on an either/or basis.

The above configuration will work as follows:

If the Contact's [ (email contains "@gmail.com" And the first name is "John" And the last name isn't "Doe") Or (if the company name is "JD LLC PVT LTD") ], then those contacts that satisfy this criteria will be segmented.

To explain further, you can split this configuration into two groups. If the first group's condition is satisfied in its entirety, the contacts will be segmented accordingly. If the first group's condition is not satisfied, system will then look for the condition of the second group since an Or operator is used between the two groups. If the second group's condition is satisfied, the system will then segment the contacts as per this group's condition. In this way you can use multiple groups within a single configuration to achieve either/or criteria.


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