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Overview

Ometria’s customer filter uses AND OR logic (boolean logic) between your filter conditions:

  • OR - any of the conditions can be met.

  • AND - all of the conditions must be met.

This logic helps you create advanced contact segmentation criteria without needing to create multiple segments and join them up. 

In the example above, contacts meet the conditions of the filter if:

  • The sum of their total spend is greater than £50, OR;
  • Their customer frequency band is VIP, AND;
  • They have purchased a product with a specific category.

Be aware that if you click on the ALL - ANY toggle button at the top of the filter you will switch every logic connector in the filter:

This means switching the toggle halfway through creating your segment will change all of the conditions for entry.


Examples

How many of my active VIPs have purchased this March? 

Here’s how to filter this in Ometria: 

  • Has placed an order that matches… Order date was March

AND

  • Customer frequency band which is VIP.

How many Black Friday and Christmas shoppers are still engaged with emails? 

The way you setup this filter depends on the following:

  • How long your Black Friday and Christmas sales lasted (e.g. 25th November 2019 - 12th January 2020), and;
  • What time period you define as ‘are still’ (e.g. the last 90 days).

Using the examples above, here’s how to filter this in Ometria:

  • Contact has placed an order that matches… Order date between 25 November 2019 - 12 January 2020

AND

  • Accepts marketing which is… opted in

AND

  • Date of last opened an email after (relative) 90 days ago

OR

  • Date of last clicked an email after (relative) 90 days ago

From which country or city are contacts most engaged with emails?

Here’s how to filter this in Ometria:

  • Contact is from country which is one of (select your countries)

AND

  • Date of last opened email after (relative) 90 days ago

OR

  • Date of last clicked email after (relative) 90 days ago

How many of your UK contacts are engaged in any way with your brand?

There are lots of ways for contacts to engage, e.g. placing orders, visiting your website, opening and clicking on emails.

In this example, the filter looks back on orders the past six months (i.e. 26 weeks), website visits in the past three months (13 weeks) and email opens

Here’s how to filter this in Ometria:

  • Contact is from country which is... United Kingdom

AND

  • Accepts marketing which is… opted in

AND

(has done one of the following:)

  • Placed an order which matches… order date was before (relative) 26 weeks ago

OR

  • Has a visit that matches… visit date was before (relative) 13 weeks ago

OR

  • Date of last opened email… was before (relative) 26 weeks ago

How many of your high engagers convert? 

Find out how many of your engaged customers click through to your website or place orders.

Here’s how to filter this in Ometria:

  • Customer email engagement band which is one of... Medium, High

AND

  • Accepts marketing which is… opted in

AND

  • Placed an order which matches… order date was before (relative) 26 weeks ago
    OR
  • Has a visit that matches… visit date was before (relative) 13 weeks ago
    (any of the above)