Using "at least" advanced filters in a smart campaign | Community
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Jen_Quirk
Jen_Quirk
Level 2
February 21, 2018
Question

Using "at least" advanced filters in a smart campaign

  • February 21, 2018
  • 1 reply
  • 2751 views

Hi everyone!

So I am trying to create a trigger email to send out to our existing customers to cross sell some of our products. I want to send out an email with a "round up" of our top resources on a certain topic IF they've visited a number of pages on our site on that particular topic (which tells me they're interested in that topic and could be cross sold to.

I have at least 5 or 6 web pages on that topic but I want to use some sort of AT LEAST filter... if they are a customer AND they visit AT LEAST 2 out of any of those 5 web pages, then add them to the nurture campaign. What's the best way for me to do this in a smart campaign?

Thanks!

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1 reply

Josh_Hill13
Josh_Hill13
Level 10
February 21, 2018

well, it depends. Triggers may work a bit oddly here, so I'd use a daily batch to be more accurate.

     Visited Web Page IS: any of the 5 pages (because it uses OR in the list)....at least 2 times in Time Frame Z

But remember, this means they could have visited any 2+ out of 5 pages OR the same page twice.

An alternative is to setup a smart list like

     Visited Web Page is X

AND

     Visited Web Page IS Y

etc...

to force it to find people who visited all 5 pages...

Jen_Quirk
Jen_QuirkAuthor
Level 2
February 21, 2018

Thanks Josh!

To clarify, I should use the filter logic:

Visited web page: contains webpage 1, 2, 3, 4, 5 with the constraint: min. number of times: 2

Does that make sense?

Thanks very much for your help!

Grégoire_Miche2
Grégoire_Miche2
Level 10
February 21, 2018

HI Jen,

Yes, that's it.

-Greg

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