This guide walks you through:
Start by building a Filter
You can begin by creating a filter with a single statement or by combining multiple ones.
Example Goal: Create a filter that matches members in both Stockholm and Malmo.
This filter requires three statements and the following demographic data, Membership and City.
Start by clicking Create a new filter and give it a name "Members in Stockholm and Malmo" and click Save.
Add the First Statement
Select Data Field: membership
Choose Condition: equals (=)
Set Value: yes
Click ADD to save and get it added to the statements to the left.
✅ This statement will now appear on the left side.
Add the Second and Third Statement
Second Statement:
Use the relatively last statement and set it to AND
Select Data Field: City
Choose Condition: equals
Set Value: Stockholm
Click ADD to save and get it added to the statements to the left.
Third Statement:
Use the relatively last statement and set it to OR
Select Data Field: City
Choose Condition: equals
Set Value: Malmo
Click ADD to save and get it added to the statements to the left.
Important: Combine with "OR" Logic
Use the OR operator, not AND, between the Stockholm and Malmo conditions.
🔸 Why? Because members can't live in both cities at once — we want to include those who live in either Stockholm or Malmo.
Preview Matches
Click the Show Matches button to see which subscribers meet the criteria.
Use Different Operators for Flexibility
Besides the 'equal to' option, there are several others available. For instance, the 'not equal to' symbol followed by 'country not equal to Belgium' would exclude all subscribers with 'Belgium' as their data value. This also applies to those with an empty 'country' data field.
The 'like' and 'not like' options can detect whether a data value contains certain characters. For example, 'country like bel' would include subscribers with 'Belgium', 'Belarus', and 'Belize' as their data values, as these contain the character combination 'bel'.
Other options include 'smaller than', 'larger than', 'alphanumeric', 'numeric', and 'dates'.
You can use different symbol operators depending on your needs:
Operator | Description | Example |
equals (=) | Matches exact value | membership = yes |
not equal to | Excludes specific value | country ≠ Belgium |
like | Matches values containing characters | country like bel → Belgium, Belarus, Belize |
not like | Excludes values containing characters | country not like bel |
smaller than | For numerical or date values | age < 30 |
larger than | For numerical or date values | signup_date > 2022-01-01 |
alphanumeric | Filters based on text values | Useful for string fields |
numeric | Filters based on numeric-only values | Useful for number fields |
dates | Filter by date ranges or comparisons | birthdate before 2000-01-01 |
Create a Filter Based on Another Filter
Sometimes, you will want to reference an existing filter to build a new one.
Example: You want to exclude subscribers in Stockholm.
If you already have a filter called “Stockholm”:
Create a new filter, give it a name and click Save.
Select the Category - Filter option.
Choose filter “Stockholm”.
Select: does not match this filter.
✅ This way, your new filter includes everyone except those in Stockholm
Summary
Combine statements using AND/OR carefully
Use operators to refine your logic
Use Category Filters to reference existing ones
Always preview your matches to confirm the filter is working