Skip to main content

Using AND & OR conditions

If you want to combine selection criteria based on data found in different modules, you will have the opportunity to choose whether:

  • Targeted profiles must meet all the criteria
    For example: "is a woman" and "has opened the newsletter e-mail campaign"

  • Targeted profiles must meet one criteria among others
    For example: "has received the sales email campaign" OR "has received the sales SMS campaign"
    > The targeted profiles will not necessarily have received both campaigns

You will also have the opportunity to target profiles with a combination of AND and OR.

For example: "is a women" and either ["has received the sales email campaign" or "has received the sales SMS campaign"]
> You will only target women who received the campaign through one of the 2 channels.

For example: ["has received the sales email campaign" or "has received the sales SMS campaign"] and ["filled in the satisfaction form" or "visited my webpage"]
> You will only target people included in the campaign (through whatever channel: email or SMS) and who interacted with my brand (through a form or on the website)

Using "AND" and "OR" function at the first level​

First, you need to select a function at the top of the page. Next, you will select the module you want to add. The chosen function will be displayed below your module, next to the "Add a module" button.

Overview of the app

At the first level, you can only have the same type of function, meaning that if you select OR at the top of the page, you will only be allowed to combine modules with OR logical conditions.

Combining "AND" and "OR"​

In order to combine different logical connectors, it is necessary to turn on "Export mode" in the top right corner of the screen.

Expert mode

It is possible to add a OR group if we are using an AND function. On the contrary, it is possible to add an AND group if the OR function is used at the first level.

It is possible to combine up to 3 levels of connectors: AND-OR-AND and OR-AND-OR

For example: You want to target profiles living in a specific region, who received a specific campaign either through the e-mail or the print channel, and who clicked on a specific link if they received the email, or filled in a form if they received the letter.

You can set up this targeting with an AND-OR-AND combination:

note

To combine "AND" with "OR" connectors, start by turning "Expert mode" on.

Part 1 of complex targeting Part 2 of complex targeting

To delete a "group" (and as such turn off "Advanced mode"), there cannot be any combined function left within the group.

Warning

Combining data within a same module​

If you use several criteria in relation to data found in the same module (for instance, the profile table or a "Tickets" interaction table) it will always be more efficient to add your criteria within the same block (as seen in A) than combine two identical module blocks (as seen in B).

CASE A

In this case, you will target all the profiles with a new ticket created this week for an amount above 50€.

Targeting option A

CASE B

In this case, you will target every profile with a new ticket created this week and with a ticket above 50€ of value... but this does not necessarily mean the same ticket.

Moreover, the calculation time would be systematically higher than the process demonstrated in A.

Targeting option B