Workflow Filters

Filters allow you to select which users will move on to the next step in a workflow depending on which queries they fulfill. To apply a filter, drag a filter node from the left-side tray to the desired location in the workflow. Filters are represented by purple nodes in the workflow.

# Table of contents

This document describes three types of filters:

# Fields Match

You can use the query builder to create your filters based on whether a list of users match certain profile fields or have certain events set on their profile. The interface is similar to the segmentation interface.

The following query filters on a user profile field (in this case, catName):

To apply a filter that looks specifically at the event that triggered the workflow, enable the toggle labeled Match on Data Fields from the Event that Triggered this Workflow.

The filter below will only be applicable to a workflow that is triggered by a completedTasteQuiz event that has the data field results.

# Dynamic field matching across custom events

Perhaps your company helps customers find and apply to multiple jobs. Or maybe you have an online clothing rental company that allows people to have multiple outstanding rentals at once. As a result, you need the ability to check if two events (e.g. job viewed and job applied or order shipped and order returned) have matching ids.

This example deals with a business ness that helps people find their lost cats. The events to compare are lostCat and foundCat. A person may have multiple cats that are lost at a given time.

The workflow is triggered with a lostCat event. The user's lostCat event payload looks like this:

{
    "email": "sherry@iterable.com",
    "eventName": "lostCat",
    "dataFields": {
        "catId": "Lucifer"
    }
}

However, the user may have multiple cats that are lost, and therefore multiple lostCat events. In five days you want to check if there is a foundCat event for the same cat (Lucifer) that first triggered the workflow. If the person has a foundCat event with the same catId as the triggering lostCat event, send an email congratulate them on finding their cat.

Here's the payload for the foundCat event:

{
    "email": "sherry@iterable.com",
    "eventName": "foundCat",
    "dataFields": {
        "catId": "Lucifer"
    }
}}

By setting up the filter in this way, Iterable will only send an email if the user has a foundCat event with the same catId as the triggering lostCat event. If the user finds any cat other than Lucifer, then she will get the congratulatory email for the other cat and not Lucifer.

If the field you are matching on is a numeric data type (integer, long, float, etc), be sure to cast the type of the field as a Merge Param. This way, you can type in the curly braces for the merge parameter:

# A/B Split

You can create multiple splits if you’re interested in testing different email series or delays. In the filter node, select A/B Split. You can create up to five splits and can specify the percentage split by dragging the allocation bar.

# Field Split

Using a field split filter node, you can check if a user profile field matches up to ten different values. Based on the match, you can route users to different parts of the workflow.

You can also include a default split for users who do not match any of the specified splits and route all of these users into a specified workflow.

If you do not include a default split and no matches were found for any available splits the user will exit the workflow.

For example, if you wanted to send a customized email template based on a user’s favorite color, you could apply a field split filter. If a user’s favorite color is not found or does not match one of the given choices, the workflow can put them in a default path or cause them to exit the workflow, depending on the configuration you specify.

For a complete overview of Iterable workflows, read Workflow Overview.