Filtering

Create real-time filters that target any combination of data types.

With lots of well-formatted data, a marketer can segment to the smallest niche if he/she wants – e.g. everyone who purchased a dated ski lift ticket for school vacation week, within 3 days of the start of the holiday and who has responded to a discount email offer via a click or open in the past 36 months, with a lifetime value of less than $1K. Can you see the segmenting possibilities?

Would you like all of your customers’ purchase history in your email marketing suite? Do you want to do lead scoring? Would you like to take advantage of event-triggered messaging? If the answer is yes to any of these questions, then you should give serious consideration to Konvey, because we have the flat-file and relational data support and the intuitive, sophisticated filtering needed to get the job done.

Accessing data for email segmentation and personalization is tricky business. A small but growing list of enterprise ESPs support some relational data, but sadly, the data models are pretty closed (or simple), and only a few make the data available “in-application,” with filtering and segmentation tools. That’s because the complexity of the data structures can quickly surpass the ability of online query tools. With flexibility, comes complexity and sometimes custom integrations (e.g. getting our development resources and integration teams involved) to properly format and expose all of the data for a particular need.

The big takeaway here is that we’re well prepared—from a systems standpoint and with support—to help you with both simple and the most complex data and filtering needs. With Konvey, we took enormous efforts to build an interface that is flexible and extensible and simple to use.

Let’s take a closer look

In Konvey, you’re able to create real-time filters that target any combination of profile data, custom relational data, messaging history, clicks, opens, bounces, complaints, subscribes, unsubscribes and tags. You can use those filters in mailings and schedules, for contact management and reporting, and to personalize the content of mailings and landing pages. You can save your filters for re-use, and nest saved filters inside other filters. And you can easily export your filtered contacts with a single click.

With Konvey you can filter by:

  • Profile Field Data
  • Related Table Data
  • Subscription Activity
  • Mailing Activity
  • Tags
  • A/B Split
  • Saved Filter

Within each filter type you can choose:

  • Must Meet All of these Criteria
  • Must Meet Any of these Criteria
  • Must Not Meet All of these Criteria
  • Must Not Meet Any of these Criteria

Filter on any profile fields (Standard or Custom):

Every Konvey account has the following default Profile Fields.

  • Email Address
  • First Name
  • Last Name
  • Mobile Phone Number - US/Canada format, with ten digits
  • Birth Date
  • Join Date - The date the Contact first joined your list (as distinct from the read-only CreateDate field, which is assigned automatically when a Contact is added to Konvey). Join Date can be used to create recurring, anniversary-type mailings.
  • Remote ID - The numeric ID of the Contact, as they exist in your own database (as distinct from the read-only ContactId field, which is assigned automatically when a Contact is added to Konvey). This can be used as part of the import/export process, to allow a Contact to change their email address, without creating a whole new Contact record.
  • Hard Bounces - If you believe a Contact has hard-bounced in error, you can set this field to zero to allow the Contact to be mailable again.
  • Tester - Expose a Contact as a Tester if you want that address to show on the Test Mailing portion of the Edit Mailing screen.
  • Suppressed - Suppressed Contacts will never receive email from Konvey, despite their subscription status, unless you manually unsuppress them—from the Contacts Edit Screen in the future (i.e. Contacts cannot unsuppress themselves).
  • Facebook ID
  • Twitter ID

Setup as many Custom Contact Fields as you like (e.g. Address1, Address2, AmazonEmail Account, City, Country, State/Province, Zip/Postal Code, Home Phone, Office Phone, Lifetime Value, Last Purchase, etc.)

Related Tables:

  • Any number of SQL database tables (and possibly Database Views) enabled by our integrations team where there is a one-to-one relationship or one-to-many relationship between the Contact data and the Related Table/View data. One-to-one data can be exposed as a single object, rather than an array of objects.
  • Any database table or seperate database hosted within our data center.
  • Any external SQL database linked to our database server (provided that performance benchmarks can be met by the external database server access).
  • Certain non-Contact-specific Related Tables (such as Snow Conditions) where the data is Site-specific, rather than Contact-specific.

Access to Standard and Custom profile fields is had by the in-application File Importer and Standard API. Access to Related Table data is by way of the Custom API, FTP/SSH service, or SQL to SQL scheduled data transformations.

With Subscription Activity, you can filter on:

  • Is Currently Subscribed to (e.g. Any List, Any Active List, Specific List)
  • Is Not Currently Subscribed (e.g. Any List, Any Active List, Specific List)
  • Subscribed at Any Time (e.g. to List and Campaign)
  • Never Subscribed (e.g. to List and Campaign)
  • Unsubscribed at Any Time (e.g. to List and Campaign)
  • Never Unsubscribed (e.g. to List and Campaign)
  • Subscribed During this Date Range (e.g. Any List Any Campaign, Between, On a Specific Day including UNC time, Within Past Days/Weeks/Months)
  • Did Not Subscribe During this Date Range (e.g. Any List Any Campaign, Between, On a Specific Day including UNC time, Within Past Days/Weeks/Months)
  • Unsubscribed During this Date Range (e.g. Any List Any Campaign, Between, On a Specific Day including UNC time, Within Past Days/Weeks/Months)
  • Did Not Unsubscribe During this Date Range (e.g. Any List Any Campaign, Between, On a Specific Day including UNC time, Within Past Days/Weeks/Months)

With Mailing Activity, you can filter on:

  • Messages (e.g. [At Least, Exactly, At Most] x [Messages, Opens, Clicks, Clicks by URL, Clicks by Title, Bounces, Complaints], with Any Campaign or Specific Campaign, Ever or Between These Dates or On a Specific Day [Number of Days, Weeks or Months] Ago or Within the Past [Days, Weeks, Months])
  • Opens (the same options above apply to all Mailing Activity fields)
  • Clicks
  • Clicks by URL
  • Clicks by Title
  • Bounces
  • Complaints

With Konvey, you can filter by Tags and Tag Groups:

Tags provide a way to categorize Contacts for filtering and reporting purposes. They can be added and removed through the Import process, as well as via Landing Pages. Unlike checkbox-type profile fields, to which they are similar, Tags can be placed into Tag Groups for filtering purposes. Tags easily add additional detail to a Contact record without the need to setup a Custom Database Field. We commonly tag customers with event participation data such as 2018 Ski Pass Holder, 2017 Ski School, Kids Night Out, Women's Ski & Wellness Week, Wine Tasting Night... then filter by:

  • Has this tag
  • Does not have this tag
  • Has any tag in this group
  • Does not have any tag in this group

A/B Splits:

A/B Splits is used for testing. The name is a bit misleading, because you can split any Mailing up to 100 ways. Why so many? If you split 100 ways then each split contains 1% of the list. You can easily configure a Mailing Schedule as "Is In Any Group Less Than or Equal to 5 of 100" with one design. That would send 5% of the list (think of this as segment A). Then you could then send another Mailing as "Is In Any Group Greater than or Equal to 6 of 100" AND "Is In Any Group Less Than or Equal to 10 of 100". This would send the next 5% of the list (think of this as segment B). You could then wait for results from A and B test on the first 10% of your list. After choosing a winner, you could then send the remaining 90% of the list by filtering on “Is In Any Group Greater Than 10 of 100”. There is nothing that prevents a more sophisticated multivariate test (3, 4 or 5 way split). It is pretty simple to build a single Mailing with content targeted to each split. A/B Split filters includes:

  • Is in Group
  • Is Not in Group
  • Is In Any Group Greater Than
  • Is In Any Group Greater Than or Equal To
  • Is In Any Group Less Than
  • Is In Any Group Less Than or Equal To

Saved Filters:

  • At any point, you can save a filter for future use with any name.
  • You can reused saved filters in their entirity or as components of a larger query.
  • The same filtering interface is used with Mailings, Schedules and Contacts.
  • The filtering interface is visible and pre-populated (setup to show you the filter for the results you are viewing) from many of the Real Time reporting interfaces. From these screens you can save, augment for what-if scenarios, and then save the filter for later use.
  • Export any data from any filter.

If you’d like to filter on a date-based field, like BirthDate, you have the following options:

  • Equal To
  • Not Equal To
  • Greater Than
  • Greater Than Or Equal To
  • Less Than
  • Less Than or Equal To
  • Between
  • Not Between
  • Is Null
  • Is Not Null
  • Is a Specific Day in the Past/Future (x days ago/in the future, including the year, UTC)
  • Is Within the Past/Next

If you’d like to search on a boolean based field, like IsSuppressed, you have the following options:

  • Equal To (e.g. True or False)
  • Not Equal To
  • Is Null
  • Is Not Null

 

Page last updated 1/22/2018