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Filters and segments

A filter shows the contacts in a list that meet certain conditions: those with a mobile number, those in a region, those who unsubscribed. A segment is a saved, named filter that you can use as the audience of a campaign.

Filter contacts

  1. Open the list under Contact lists.
  2. In the Filter contacts section, each row is a condition:
    • on the left, the field;
    • in the middle, the comparison;
    • on the right, the value.
  3. Add conditions with AND … (all must be met) or OR … (any one is enough).
  4. Click Apply Filter. The contact list below shows only the matching contacts.

By default, the filter shows subscribed contacts without bounces.

Fields

Field What for
Email Email address
Telephone Phone number
Subscription State Subscribed, Unsubscribed or Pending (waiting for confirmation)
Bounce State Bouncing or Not bouncing
Custom field: … Each of the list's custom fields
AB Variant Splits the list into parts, for A/B tests (see below)

Comparisons

For email, phone and custom fields:

Comparison Example
Equals / Does not equal Region equals Lisbon
Starts with / Does not start with Phone starts with 3519 (Portuguese mobiles)
Ends with / Does not end with Email ends with @example.com
Matches regular expression Email contains info: info

Comparisons are case-sensitive: Lisbon and lisbon are different values.

Contains

There is no "contains" comparison. Use Matches regular expression with the text you're looking for: gmail matches any email with "gmail" anywhere in it.

Examples

I want… Filter
Contacts with a mobile number Telephone · Starts with · 3519
Contacts who unsubscribed Subscription State · Unsubscribed
Customers in Lisbon or Porto Custom field: Region · Equals · Lisbon, OR … Custom field: Region · Equals · Porto

Create a segment

After applying a filter, click Create segment from filter, give it a name and save. You can also create a segment from scratch under Segments → New Segment.

A segment stores the conditions, not the contacts. When the campaign is sent, DUO looks for the contacts that meet the conditions at that moment. A contact imported after you created the segment is included if it meets the conditions.

Use segments in a campaign

When creating or editing the campaign, choose the list and, under Segments, one or more segments. With several segments, the campaign goes to everyone in at least one of them.

Whatever the segment, DUO only sends to subscribed contacts without bounces.

A/B tests

The AB Variant field splits the list into groups of similar size, in a fixed way (the same contact always falls in the same group):

  • Equals a and Equals b split the list into two halves.
  • For more groups, type 1/3, 2/3 and 3/3 (first, second and third third).

Create one segment per group, send a version of the campaign to each and compare the statistics.

What filters can't do

Filters use contact data, not sending history. You can't filter by "opened campaign X" or see which campaigns a contact was sent. For that, use each campaign's Opened and Clicked lists (see Read campaign statistics) and download them as CSV.

To use filters and segments through the API, see Segment.