Whether you kickstart your community using a member import or your advocate army is growing out of control, you will want to manage them as efficiently as possible. Audience filters will allow you to search through your members, group them and target your campaigns and messages at specific segments.
Composing an audience
Let’s walk you through all of the dials and knobs you have at your disposal when creating a custom audience using the audience filters. Each option is highlighted in the screenshot below.
Filtering mode can be used to switch between different types of matching.
Match all filters This requires that any member in the audience you are creating must match all of the filters you have added. If one of the filters does not match a person, that person will no longer be included in the created audience.
Match any filter Whenever the audience uses this filtering mode a single matching filter will include the person in the audience, regardless if there are other filters that do not match the person. This allows you to select based on multiple conditions, for example: Every person named John or Jane.
The field name indicates on which field the filter will operate, in our screenshot below we are filtering based on the values of the
email address and
First name fields.
Each filter has a configuration which allows you to specify how it should or should not match your members. What the options are and how you should use them can be found in the section on filter types.
Description of filter
The description of your filters summarizes what that specific filter does in a single, short sentence. This helps you keep an overview of what is going on as soon as you close the panel for a specific filter.
This button removes the configuration and filter that is directly above it, in our example it would remove the filter on the
First name field.
Filter types determine which type of filtering can be performed on a field. The Ambassify platform will automatically select the type best fit for the field you are trying to filter on.
Below is a list of the available types of filters and explained what each
Some filters apply to almost any kind of field, these filters are concerned with checking if a value is set or not and don’t have any relation to the type of field.
has any value This filter allows you to check if any value has ever been set, regardless of the actual value. This is useful if you want to check if an advocate has provided certain information, for example the language in which an advocate wants to be addressed.
is unknown Here we perform the opposite check of
has any value. This filter matches any advocate that does not have any value set for this field.
Text filters are useful whenever you want to match a field containing text against a specific string of text. An example would be all users named “John”.
Text filters will always perform a case insensitive match, which means that there is no difference between the search term “John” or “john” without the capital J.
is / is not Using the
is filter it is possible check for exact matches between the value in the field and your search term. Similarly
is not matches any person where the field does not match the search term.
starts with / ends with If you are looking to match only the start or end of the field's value against your search term you will need to use
starts with or
ends with respectively. These allow you to search for any person where the specified field has the search term either at the start or end of it’s value.
contains / does not contain The
contains filter allows you to check the presence of the search term in the field you are searching. Whenever your search term is part of the value for that field, regardless of the location of the match, the person will be added to your audience. In a similar fashion
does not contain will match any person that does not have a match between your search term and the value in the selected field.
Whenever a field contains a date or timestamp the Date filter will be presented. Using the date filter you can select a range of valid values for the selected field. You select one of the types of filters you’d like and use the date picker next to it to select the date or timestamp.
before / after Both the
after filters allow you to select a date or time. This timestamp will be used to select people for which the specified field is set to a time
after the date you selected.
before or at / after or at These filters work very similar to the
after filters, however these will include people with exact matches to the specified date and time in the audience.
between filter works very similar to the
after filters, but you are required to enter two different timestamps for this filter. Only the people for which the value of the specified field falls between these two dates will be selected.
Numeric filters operate on fields that only contains numbers, the field containing a person’s points is an example. This filter supports some of the most common numeric comparisons.
is / is not Selecting only those people for which the specified field exactly matches the value entered into the current filter. Or for
is not , where the field's value does not match exactly.
greater than / less than Selecting only those people for which the specified field is either
greater than or
less than the value entered into the current filter.
greater than or equal to / less than or equal to Similar to the
greater than and
less than filters with the difference that it will match any person that has an exact match to the entered value.
between This filter will select any person for which the value in the current field sits between the entered maximum and minimum of this filter.
Whenever a field only contains binary answers such as
False you will be presented with the boolean filter.
is The boolean
is filter allows you to make a binary decision on whether the value should be
True might also be read as meaning
No depending on the context in which this filter is shown.
Whenever a person is first identified on the platform we will store the language that fits his/her computers’ configuration best. At some later points you may filter your advocates based on this field. The language filter allows you to leverage this information to target the people that speak a specific language.
Remember that we will only allow languages that are enabled for your account.
The interaction filters allow you to get insights into your advocate's activity. You can filter your ambassadors based on the number of interaction, when they first interacted or when they last interacted with content you published using Ambassify.
interaction count If you would like to filter on the amount of interactions a person has had with a specific campaign or across all campaigns, this is the filter you'll need. It functions the same as numeric filters with the exception that you can select the campaign for which you would like the interactions to be counted.
When looking for the advocates that have ever interacted with the Ambassify platform you can create a filter that requires that the interaction count be
greater than 0.
first interaction Using this filter you will be able select people based on the date of their first interaction similar to the date filters. Like the
interaction count filter it is possible to limit this filter to a specific campaign rather than across all interactions.
last interaction This filter works exactly the same as the
first interaction filter, but will filter on the last interaction that we have on file for an advocate .
Net Promotor Score
Net Promotor Score is a very important factor in the selection of community members, because of this reason it is possible to filter on the submissions that you have gotten from your members.
NPS Score Filtering on NPS scores provided by your members is essential to establish who is a detractor, passive or promotor. The
NPS Score is a numeric filter that applies to all of the NPS submissions of a person. Using this filter you can select advocates based on the raw scores they have submitted (0 - 10).
NPS submissions Similar to interaction count this filter is a numeric filter that allows you to filter your members based on the number of times they submitted an NPS score.
first NPS This filter allows you to filter members based on the first time they submitted an NPS score. Like the first interaction filter this uses all of the options availble to a date filter.
last NPS This filter works exactly the same as the
first NPS filter, but will filter on the last NPS submission timestamp.
Address field The address filter is very similar to the Text filter, with that exception that it allows you to search in a specific part of a member's address. The
Address field dropdown contains the four fields within an address on which you can filter, once selected you can choose between all of the options discusses under the
Text filter section.