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What criteria can I use to create Filters in my Automations?

Among the different control step options available to you when designing your own Automation, the Filter Contacts option is probably the most powerful. It allows you to narrow down the target audience of your automation, which what designing an automation is all about!

The filtering is designed in such a way as to give you maximum flexibility. You can add as many criteria as you want which means you really focus on the type of contacts that you want your design to react.

The amount of options can at first look seem a bit daunting, but in reality is just three drop-down options you need to choose from.

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Here's a list of the options available, for your convenience:

Date Added
Used in order to filter your contacts based on when they were added to your list of recipients. The second drop-down menu lets you choose whether the date is / is not / is before / is after / is between / is not between one (or two!) specific date(s) you choose from the calendar(s) available as the third field.

Recipient Name
A perfect way of sending automations on name days, this option is used in order to filter your contacts based on their first name. The second drop-down menu lets you choose whether this name is / is not / contains / does not contain / starts with / does not start with / ends with / does not end with / is empty / is not empty whatever you write on the third available field.

Recipient Email
Used in order to filter your contacts based on their email address. You could use this to aim your automations on all your contacts who come from e.g. a specific email account. The second drop-down menu lets you choose whether the email address is / is not / contains / does not contain / starts with / does not start with / ends with / does not end with whatever you write on the third available field.

Number of Campaigns Opened
How about making automations that reach out to the people who have neglected opening a couple of your campaigns? This option is ideal, as it can be used to filter your contacts based on the number of campaigns they have opened. The second drop-down menu lets you choose whether the number of campaigns opened is / is not / is more than / is at least / is less than / is at most / is between / is not between the number(s) you write on the third field available. You can also define a time span by choosing whether the campaign(s) should've been opened in the last X amount of minutes / hours / days, or whether they should've been opened between two dates that you specify.

Number of Campaigns Clicked
Used in order to filter your contacts based on the number of links they have clicked. The second drop-down menu lets you choose whether the number of links clicked is / is not / is more than / is at least / is less than / is at most / is between / is not between the number(s) you write on the third field available. You can also define a time span by choosing whether the link(s) should've been clicked in the last X amount of minutes / hours / days, or whether they should've been clicked between two dates that you specify.

Opened Campaign Name
Used to filter your contacts based on the name of the campaigns they will open. The second drop-down menu lets you choose whether the name of the campaign is / is not / contains / does not contain / starts with / does not start with / ends with / does not end with whichever of your future campaigns you choose from the third drop-down list. You can also define a time span by choosing whether the campaign must be opened in the last X amount of minutes / hours / days, or whether it must been opened between two dates that you specify.

Link URL
Used in order to filter your contacts based on the links they have clicked on. The second drop-down menu lets you choose whether the URL link is / is not whichever of the links you choose from the third drop-down list. You can also define a time span by choosing whether the link should've been clicked in the last X amount of minutes / hours / days, or whether it should've been clicked between two dates that you specify.

Device Type
Used in order to filter you contacts based on the type of device they use. The second drop-down menu allows you to choose whether the device type is / is not one of the three available options (Desktop, Mobile, Other) available for you to choose from on the third drop-down menu.

Operating System
Used in order to filter you contacts based on the type of device they use. The second drop-down menu allows you to choose whether the operating system is / is not / contains / does not contain / starts with / does not start with / ends with / does not end with whichever of the operating systems you choose from the list available on the third drop-down menu. There's also an option in case the OS is unknown.

Email Client
Used in order to filter your contacts based on the email client they use. You could use this to aim your automations on all your contacts who use e.g. a Gmail account. The second drop-down menu lets you choose whether the email client is / is not / contains / does not contain / starts with / does not start with / ends with / does not end with whichever email client you choose from the list available on the third drop-down menu. There's also an option for Other / Web Email.

Web Browser
Used in order to filter your contacts based on the web browser they use. The second drop-down menu lets you choose whether the web browser is / is not / contains / does not contain / starts with / does not start with / ends with / does not end with whichever web browser you choose from the list available on the third drop-down menu.

Mobile Browser
Used in order to filter your contacts based on the mobile browser they use. The second drop-down menu lets you choose whether the mobile browser is / is not / contains / does not contain / starts with / does not start with / ends with / does not end with whichever mobile browser you choose from the list available on the third drop-down menu.

Subscription Method
Used in order to filter your contacts based on the method they subscribed to your mailing list. The second drop-down menu lets you choose whether the method is / is not one of the following three methods available as options on the third drop-down menu: Subscription Form / File Import / Manually Added. You can also define a time span by choosing whether the subscription has taken place in the last X amount of minutes / hours / days, or whether it has taken place between two dates that you specify.

Specific Campaign Sent
Used in order to filter your contacts based on whether you have sent them a specific campaign. The second drop-down menu lets you choose whether the campaign you have sent is / is not one of the campaigns available on the third drop-down menu.

Date Updated
Used in order to filter your contacts based on when their information was last updated. The second drop-down menu lets you choose whether the date is / is not / is before / is after / is between / is not between one (or two!) specific date(s) you choose from the calendar(s) available as the third field.

Opened Specific Campaign
Automations can be aimed at contacts who have interacted with specific campaigns! This option can be used to this end by filtering your contacts based on whether they have opened a specific campaign, based on the campaign's ID. The second drop-down menu lets you choose whether the name of this specific campaign is / is not whichever of the campaigns that you have sent out is chosen from the third drop-down list. You can also define a time span by choosing whether the campaign must have been opened in the last X amount of minutes / hours / days, or whether it must have been opened between two dates that you specify.

Opened Any Campaign Titled
Similarly to the previous option, this filter can be used to filter your contacts if they have opened any campaign, based on its title. The second drop-down menu lets you choose whether the campaign title is / is not / contains / does not contain / starts with / does not start with / ends with / does not end with whatever you type on the third area. You can also define a time span by choosing whether the campaign must have been opened in the last X amount of minutes / hours / days, or whether it must have been opened between two dates that you specify.

Added a Product To Cart
One of the most useful filtering options, this is the heart of the cart abandonment automations as it can be used in order to filter your contacts based on whether they have added a product on their cart. The second drop-down menu lets you choose whether this is true / is false. You can also define a time span by choosing whether the product must have been added in the last X amount of minutes / hours / days, or whether it must have been added between two dates that you specify.

Viewed a Product
Used in order to filter your contacts based on whether they have viewed a product. The second drop-down menu lets you choose whether this is true / is false. You can also define a time span by choosing whether the viewing must have taken place in the last X amount of minutes / hours / days, or whether it must have taken place between two dates that you specify.

Purchased a Product
An equally valuable filtering option which helps you filter your contacts based on whether they have purchased a product. The second drop-down menu lets you choose whether it is true / is false that a product purchase was made. You can also define a time span by choosing whether the product must have been purchased in the last X amount of minutes / hours / days, or whether it must have been purchased between two dates that you specify.

Opened Any Campaign
Used to filter your contacts based on whether they have opened any campaign or not. The second drop-down menu lets you choose whether it is true / is false that they have opened a campaign. You can also define a time span by choosing whether a campaign must have been opened, or not opened, in the last X amount of minutes / hours / days, or between two dates that you specify.

Custom Field
All your Custom Fields are also available to choose from as filtering options! Any information you have deemed useful to keep about your contacts (their location, their gender, their age etc) can help you narrow down your automation so that it's as focused as you want it to be. The second drop-down menu's options change depending on the whether the data type of the custom field is Text, Number, Date Time, Single Select Drop Down or Check box. Similarly the final field accommodates the custom field's data type by requiring that you either type in a value or a word, or that you select a date etc.


The possibilities you have when creating your automations give you absolute power to design a fully customized, and fully automation behavioural strategy for your Email Marketing. Make sure that you take a look at the available automation Recipes available, so that you get some clever ideas of what you can achieve using Moosend Automations.