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Using "at least" advanced filters in a smart campaign

Question asked by Jen Quirk on Feb 21, 2018
Latest reply on Feb 21, 2018 by Keith Nyberg

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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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Josh Hill

Feb 21, 2018 8:44 AM

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...

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Jen Quirk @ Josh Hill on Feb 21, 2018 8:50 AM

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!

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Grégoire Michel @ Jen Quirk on Feb 21, 2018 12:02 PM

HI Jen,

Yes, that's it.

-Greg

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Keith Nyberg

@ Jen Quirk on Feb 21, 2018 12:08 PM

Hey Jen,

I believe the best logic is defined below if you want them to visit 2 of 5 pages but not the same page twice as Josh outlined in his first example. No "min number of times" constraint is needed and a smart list is easiest to manage.

Visited 2 Pages Smart List - Adv. Filter Logic: (1 and 2) or (3 and 4) or (5 and 6) or (7 and 8)

1. (Visited Page 1

2. Visited Page 2-5)

3. (Visited Page 2

4. Visited Page 3-5)

5. (Visited Page 3

6. Visited Page 4-5)

7. (Visited Page 4

8. Visited Page 5)

This is the most simple and accurate way to identify someone that has been to 2 of the 5 pages you reference without having visited the same page twice. From there build a smart campaign to action what you want.

Trigger:

Visits Webpage is "Pages 1-5"

Filter:

Member of Smart List is Visited 2 Pages

Flow:

Add to Engagement Program

Sincerely,

Keith Nyberg

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4 Replies

Josh Hill Feb 21, 2018 8:44 AM
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Correct Answer
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...
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- Jen Quirk @ Josh Hill on Feb 21, 2018 8:50 AM
  Mark Correct
  Correct Answer
  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!
  Like • Show 0 Likes0
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  - Grégoire Michel @ Jen Quirk on Feb 21, 2018 12:02 PM
    Mark Correct
    Correct Answer
    HI Jen,
    
    Yes, that's it.
    
    -Greg
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  - Keith Nyberg @ Jen Quirk on Feb 21, 2018 12:08 PM
    Mark Correct
    Correct Answer
    Hey Jen,
    I believe the best logic is defined below if you want them to visit 2 of 5 pages but not the same page twice as Josh outlined in his first example. No "min number of times" constraint is needed and a smart list is easiest to manage.
    Visited 2 Pages Smart List - Adv. Filter Logic: (1 and 2) or (3 and 4) or (5 and 6) or (7 and 8)
    1. (Visited Page 1
    &
    2. Visited Page 2-5)
    or
    3. (Visited Page 2
    &
    4. Visited Page 3-5)
    or
    5. (Visited Page 3
    &
    6. Visited Page 4-5)
    or
    7. (Visited Page 4
    &
    8. Visited Page 5)
    
    This is the most simple and accurate way to identify someone that has been to 2 of the 5 pages you reference without having visited the same page twice. From there build a smart campaign to action what you want.
    
    Trigger:
    Visits Webpage is "Pages 1-5"
    Filter:
    Member of Smart List is Visited 2 Pages
    Flow:
    Add to Engagement Program
    
    Sincerely,
    Keith Nyberg
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Using "at least" advanced filters in a smart campaign

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