Filtering in Mining Using Or and Filter by Last Email Blast
gathering votes
C
Charlene Smith
- I want to be able to filter using "or" as an option instead of having to make separate segments every time. For example, I'd like to be able to filter by deals created this month OR deals sold this month so I can include carryover deals without having to make two separate lists that are going to overlap anyway.
- I want to be able to filter by the last email blast we sent. The only default is if they've received one in the last 24 hours but I want to limit how many email blasts people get so we aren't annoying them. Ideally, I should be able to add a filter so I can say not received an email blast in the past X days.
J
Jacob Coleman
gathering votes
J
Jacob Coleman
Hi Charlene, thanks for the feature request! We'll continue to gather votes on this, and you'll receive any updates automatically.
Shelby Parker
Thank you for posting, Charlene Smith! I have a few more questions for you:
- Can you provide more details on how you envision the 'or' filter working in terms of user interaction?
- What is the maximum number of email blasts you consider acceptable within a certain timeframe?
- Would you find it useful to have a feature that automatically limits the number of email blasts a customer can receive within a certain period?
C
Charlene Smith
Shelby Parker
- In our old CRM we'd be able to add brackets around filter sets and in between each filter you choose between "And" / "Or" so you be able to put them in a list like so:
( Deal created date is this month OR
Sold date is this month) AND
Dead Deal Reasons is not Bad Contact Info
- It will depend on the email I usually default to 30 days but sometimes it's an email that isn't trying to sell so I wouldn't mind sending them another one a week or two later.
- I would prefer to be able to customize it as it's own filter so I can have as much control over who the emails are going to as possible.