How to Use Clevio Flow Filters
In this guide, we’ll walk through the steps to effectively use Clevio flow filters for your marketing needs. Flow filters allow you to segment your audience based on specific criteria, providing more targeted communication.
Accessing Your Flows
To begin, navigate to the Flows section in your Clevio dashboard. Here, you can either choose an existing flow or create a new one. For this example, we’ll focus on an existing flow.
Adding Filters
Once you’ve selected your flow, look for the Trigger and Profile Filters options. This is where you can start customizing your flow by adding filters based on user profiles.
Adding a Profile Filter
To add a profile filter, click on the option available. You will be prompted to select a condition. For instance, you can filter users based on their marketing preferences.
- Marketing Preferences: Choose whether a person can or cannot receive marketing communications.
Selecting Marketing Channels
Next, specify which marketing channels to filter by. You have the option to select:
- Email Marketing
- SMS Marketing
- Mobile Push Marketing
This selection is based on whether the person is subscribed, not subscribed, or has a history of engagement.
Combining Filters
If you wish to refine your audience further, you can combine multiple filters.
- Using “Or” Filters: This allows you to broaden your criteria.
- Using “And” Filters: This narrows down the results, ensuring that only those who meet all conditions will be included.
By stacking filters, you ensure that your outreach is as specific as possible.
Saving Your Changes
Once you have set up your filters, don’t forget to click on Save to apply all your changes. This final step is crucial to ensure that your settings are stored and ready for your next marketing campaign.
Conclusion
Using flow filters in Clevio can significantly enhance your marketing efforts by allowing for tailored communication. By following these steps, you can optimize your audience segmentation and ensure more effective outreach. Thanks for reading!
