If you want to exclude contacts from sending a mailing, you use a filter. In this article, you'll learn:

What is the difference between groups and filters?

Groups are used to import your subscribers. When you are going to send a mailing, you send to this group. You can create groups in the Data tab.

When you exclude contacts from a sending you use a filter. You also create filters in the Data tab.


Where do you manage filters?

To manage a filter go to the Data tab. To the left under the Segmentation heading, click on Filters.


You'll see the following screen:


In this screen, you can do the following filter actions:

  • Insert: create a filter with the button Insert. You can read more about this under the heading: How to create a filter.
  • View: with this function, you can view the filter and see which conditions have been applied to the filter. This data can also be exported as PDF format. 
  • Copy: make a copy of a filter. You can use this as the basis for a new filter.
  • Edit: use this function to adjust the filter.
  • Delete: with this function, you remove the filter, and not the contacts that meet this filter.


How to create a filter

Use the Insert button to create a filter.

  • Name: enter a clear name for the filter.
  • Conditions: select a field you want to include in your filter. Here, you can select the database fields that are active in the campaign.
    But if you use collections (relational database) then you can also segment based on that data. An example could be order information.

    Next, you specify the condition of the field that the filter must meet.

    Example: when you set up a filter based on zip code:
    You have several options to choose from. For example, it is possible to filter on database fields that are empty or must meet a certain value.

Click the Ok button to save the filter.

What is the difference between "And" and "Or" in a filter?

An And filter is used to indicate that a contact must meet 2 or more criteria:

Sophie is a woman and has an interest in shoes. Sophie must meet all 2 of these criteria to be selected. This can also be used, for example, to exclude contacts from a certain mailing. To exclude someone, the contact must NOT meet any of the criteria. If a contact does not meet two criteria, but does meet 1, the contact will not be excluded.


An Or filter is a filter to indicate that a contact must meet either one criterion or the other.

For example: Sophie is a woman or she is interested in shoes. Sophie must meet 1 of these criteria to be selected.


What happens if I use different filters when shipping?

If you select multiple filters when sending a mailing, this is always an And filter. If you exclude too many people, you have to adjust the filter to add the And/Or to achieve the desired result.


What does the Test conditions option include?

With the Test conditions option, you can check how many contacts meet the filter.