Understanding Targeting Modules

The targeting interface lets you access the data available in Actito in order to determine a target population through a selection of modules.

It is possible to target a given population based on the characteristics determined though the data available in Actito (meaning the data stored in the various modules) that they share (with the 'AND' condition) or not (with the 'OR' condition).

A. General presentation of the interface

1. All (AND)/One of (OR): lets you set an AND condition (by selecting ‘All’) or an OR condition (by selecting ‘One of’) between the modules involved in the targeting.

   

   A = Profile module (Profile data criteria)

   B = Email module (Email campaigns criteria)

   All = contacts matching all the criteria of the Profile module and of Email module (which is the intercation C)

   One of = contacts matching either the criteria of the Profile module or the criteria of the Email module (meaning A union B)

2. Add a module: allows to expand the targeting with all the data available in Actito such as profiles (customer data), email (data from email campaigns), SMS (data from SMS campaigns), targeting (target populations stored in Actito), files, purchases…

3. Clear: resets the targeting

4. Filter: lets you select a sample or limit the size of your targeting

5. Turn on 'Expert mode': gives the option to interlock an 'invert selection' function in the targeting. It will be possible to add an OR group if you use are using AND conditions, or an AND group if you are using OR conditions.

6. Turn off 'Expert mode': hides the advanced mode

B. Presentation of the modules

Profile Module

1. All/One of: lets you choose between AND condition (by selecting ‘All’) and OR condition (by selecting ‘One of’) within a module.

   Example: the email address is known AND the gender is female
   In consequence: we target all women whose email address is provided

   

   C = All (intersection)
   A/B = One of (union)

2. Selection zone: Where you can choose a criteria, the logical condition and the value

3. + (Add a criteria): Add additional criteria for a more precise targeting.
   The relationship between multiple criteria depends on the logical condition (AND/OR) chosen within a module (see point 1).

4. The X: allows you to delete selection criteria, or a even a whole module.

• Example:

You want to select the profiles which have never opened any Email.

Actito collects in the 'Profile' module, global information about the engagement score of a profile and its behavior in the various communication channels of Actito, among others, the last time the profile opened an Email, clicked in an Email, received an SMS message, participated in a form...

Therefore, thanks to this piece of information, you can select profiles for which no opening activity has been recorded (= which has never opened an Email sent from Actito)

File module

The file module lets you target based on information external to Actito, by uploading an external file. This file must include a list of values for the profile attributes (all kinds of attributes, except for multivalue attributes). Actito will filter the profiles of your database according to the rule you set up.

1. Are/are not: filter depending on whether the profile exists or not in the uploaded file.

2. File type: you can use a .txt or .csv file (semicolon, comma or tab separator)

3. Attribute used to select profiles: to select the attribute that will be used for mapping Actito data with the imported file data. Any attribute can be selected for mapping, it doesn't matter if they are unique or not.

4. Header of the column (only for CSV files): allows to select the column to do the mapping between the file and the DB attribute.

5. Upload file to select the file. You can upload the file directly from your computer (or drag it and drop it), or you can retrieve it from an FTP configuration linked to your license. In this way, you can retrieve a file directly from an external provider or tool.

tip

If you click on "Upload from the cloud", you will be able to select all the FTP configurations available for your license (synchros, a print campaign drop...). If you would like to create a new FTP configuration, please contact your Actito account manager.

Technical constraints of the file

For both file formats, the following constraints must be followed:

• UTF-8 encoding

• Max. size of the file: 50 Mb

Additional constraints depend on the format.

Constraints for TXT files

• .txt format (or zipped .txt)

• the file must only have one column with the values

• tab-separated

• the first line do not have to be a header

Constraints for CSV files

• .csv format (or zipped .csv)

• the separator can be semicolon, comma or tab

• the file can have several columns (but beware of the max size of 50 Mb)

• column headers are mandatory: you must specify the header of the column used for the mapping

tip

By default, the header is prefilled with the technical name of the selection attribute. This is NOT based on the file: you must check that it matches the headers of your file and input it manually if necessary.

External target lists

By turning on the 'Expert mode' in the top right corner, you gain access to a new button: 'Use external target list'.

An external target list is way to automate you file-based targetings. Instead of requiring you, as a user, to manually upload the file, it is automatically retrieved on a cloud location (like a FTPS) and imported into Actito for use in your targeting criteria.

It is perfect for continuous e-mails with an evolving target, especially if it's provided by an external tool to which you are synchronized.

For this reason, external target lists are mainly useful in saved targetings that trigger automated processes, such as a Scenario, a Newsletter, or a segmentation rule, for instance.

info

Setting up an external target list requires the help of your technical operators and involves API calls.
They should check the step by step use case on the Developers Portal.

After clicking on the button, you can select the external target references set up by your technical operator.

Select the name of the relevant target list and click on 'Use the target list'.

Under the 'Expiration date' column, you can check until when the current last retrieved file remains valid for the target list.

Indeed, when setting up a target list, your technical operator must define a validity period, after which the retrieved file will expire. This ensures that automated processes are not triggered 2 days in a row with the same target.

For example: you have a scenario that sends reminder e-mails every day at 10:00 to profiles who have an appointment in one of your agencies. This scenario is triggered by an external target list synchronized with your time-booking tool. Because this is daily synchronization, you set it up so each file retrieval is valid for 1 day until 09:59. This ensures that, should the synchronization with your time-booking tool fail one day, you do not contact the target of the previous day twice in a row.

tip

If the last retrieved file is no longer valid when a targeting is calculated or if no file has ever been retrieved, the targeting will encounter an error and will NOT trigger the associated process (scenario, e-mail,...).

When you select an external target list to build your saved targeting and it is not associated with a valid file, you will get a warning.

This is only a representation of the current status of the file. It means a new file synchronization will need to run successfully before this target can be calculated.

Thanks to the 'View definition' button, you can also display details regarding the last retrieved file or the setting of the external target list, such as the file name pattern or the cloud location where it is retrieved.

Email Module

With the Email module, you can add criteria based on already sent, in progress or planned Email campaigns.

Please note carefully that Actito calculates a targeting at the time of the request (launch of an email campaign, scenario trigger, pre-planned time) based on the information available at the start of the calculation.

Only "useful" clicks are taken into account in this module: the webversion and unsubscribe clicks are not used.

1. Campaign type selection: to select the type of campaigns that you will use to set your target. You have the following options.

2. • Campaigns: the right option if you want to target one or more specific campaigns. You will then be able to select the campaigns individually.

   • Groups (mass or scenarized): the right option if you want to set your target based on all the Email interactions within a campaign group. A campaign group, created form the "Manage Email campaigns" app, allows you to group different campaigns with the same aim for a more complete and appropriate reporting. You can select more than one group, but you do need to choose between mass or scenarized campaigns.

   • Subscriptions (mass or scenarized): this option allows you to base your target on all the Email campaigns sent under a given subscription. It's the perfect option if, for example, you have loads of newsletters with different topics. You must choose mass or scenarized campaigns.

     tip

     Criteria based on campaign groups or subscriptions take into consideration all your sending history. However, an Email that was opened 2 years ago might not be very relevant for your target. For that reason, you should set a time criterion regarding the sending moment.

3. Select value: to specify the Email (or group, or subscription) relevant for the targeting. Actito will show by default the latest campaigns. Through the search tool, you can access other finalised campaigns (drafts and mass campaigns in progress are not available). With "+ Add a value" you can keeping on adding other campaigns.

4. Rule selection: to choose the criterion for the campaigns selected. With "+ Add a rule": you can keep on adding rules. Please note carefully: it is an AND logical condition.

In the simple mode, the following criteria are available:

Available rules	Behavior
Have not been targeted by the campaign/ have not been targeted by any campaigns	Exclusion of the contacts which have been targeted by at least one of the campaigns (Targeted = matched the targeting criteria at the launch of the campaign. That does not mean that the profiles have received the campaign)
Have not opened the campaign/ have not opened any of the campaigns.	Exclusion of the contacts which have opened at least one of the specified campaigns
Have not clicked in the campaign/have not clicked in any campaign.	Exclusion of the contacts which have clicked in at least one of the specified campaigns
Have been targeted by the campaign/ have been targeted by at least one of the campaigns	Selection of the contacts which have been targeted by at least one of the campaigns (Targeted = matched the targeting criteria at the launch of the campaign. That does not mean that the profiles have received the campaign)
Opened the campaign/opened at least one campaign	Selection of the contacts which opened at least one of the specified campaigns
Have clicked in the campaign/have clicked in at the least one of the campaigns	Selection of the contacts which have clicked in at least one of the specified campaigns
Have been targeted by all campaigns	Selection of the contacts targeted in all specified campaigns
Have opened all campaigns	Selection of the contacts which have opened all specified campaigns
Have clicked in all campaigns	Selection of the contacts which have clicked in all specified campaigns
Have received all campaigns	Selection of the contacts which have received all specified campaigns: all Emails have been delivered
Have received the campaign/ have received at least one of the campaigns	Selection of the contacts which have received at least one of the specified campaigns: at least one of the Emails has been delivered
Have never received the campaign/ Have never received any campaign	Exclusion of the contacts which have received at least one of the specified campaigns (not a single Email has been delivered)
Have been included in a control group for all the campaigns	Selection of the profiles that were targeted, by they were filtered by a control group (for all the campaigns).

tip

Clicks on the web version and unsubscribe links do not count as clicks in this module.

Important!

Criteria representing not having done an action (have not opened the campaign, have not clicked in the campaign...) should be combined with a criteria have been targeted by the campaign if you want to do a relaunch of the first campaign, as being part of the target is not implied.

Indeed, the rule excludes all the profiles who have made the action, keeping all the rest of the DB. Without have been targeted by the campaign, you may select all the profiles who have never opened the campaign... because they were not targeted by it.

A warning informs you directly in the interface if you omit a 'positive' criteria.

4. Advanced criteria: Switch on the advanced criteria button to have access to more detailed criteria about email interactions, such as the generation or bounce status...

note

Simple and advanced criteria cannot be combined.

tip

If you have selected a campaign group or the emails linked to a subscription, advanced criteria will be matched as soon as one of the emails does it.

Available rules	Behavior
Recipient address	Email address at which the email was received.
Sending status category	General values regarding the email interaction status. Possible values: error, filtered, processing, sent.
Bounce status category	General values regarding the interaction bounce status. Possible values: AUTO_REPLY, HARD_BOUNCE, NO_BOUNCE, SOFT_BOUNCE, USER_REPLY, UNKNOWN
Clicked	Has the profile clicked on the email? (Yes/No)
Delivered	Was the email delivered to the profile? (Yes/No)
Unsubscribed	Did the profile unsubscribed? (Yes/No)
In error	Did the sending fail? (Yes/No)
Sent	Was the email sent to the profile? (Yes/No)
Filtered	Was the profile filtered before the sending? (Yes/No)
Unsubscribing moment	Moment when the profile unsubscribed (date criterion).
First opening moment	Moment when the profile opened for the first time one of the emails: only the first time an email was opened is taking into account (date criterion).
Sending moment	Moment when one of the emails was sent (date criterion).
A/B optimized	Is it an A/B testing optimized sending? (Yes/No)
Opened	Did the profile open the email? (Yes/No)
Sending status	Detailed values regarding the sending status. Possible values: sent, error (other error), error (invalid target), error (error during the sending), error (parameter error), error (error during the generation), error (limit of not filtered mail reached), error (not in the target), error (not included in targeted database), error (no content), error (missing personalisation), error (Email weight too heavy), error (variable value), filtered (weak Email activity), filtered (bad quality mail address), filtered (mail address already contacted), filtered (invalid mail address), filtered (no mail address), filtered ("catch all" domain), filtered (control sample), filtered (commercial pressure), filtered (temporary quarantine), filtered (long-term quarantine), filtered (quarantine), filtered (in the user black list).
Bounce status	Detailed values regarding the bounce status. Possible values: DELAYED, NO_BOUNCE_YET, OTHER_AUTO_REPLY, OTHER_HARD_BOUNCE, OTHER_SOFT_BOUNCE, OTHER_USER_REPLY, OUT_OF_OFFICE, QUOTA_EXCEEDED, SPAM, UNKNOWN_BOUNCE, UNKNOWN_DOMAIN, UNKNOWN_USER
A/B Version	If it was an A/B testing sending, what version did the profile choose?
Number of messages received	Criterion on the number of Emails that a profile has received within a campaign group or a subscription (numeric criterion).

tip

The number of messages received can be combined with other criteria. The numeric count is then applied to the messages that match all the combined criteria.

For instance, the following targeting selects all the profiles who have opened more than 3 emails in the campaign group less than 90 days ago.

By activating the advanced criteria, the option "Invert selection" will also be made available to you. That means that the defined target will be excluded from the final target.

For more information about this option, read the page on inverting the selection.

Email Clicks Module

The Email Clicks module enables a targeting based on clicks in ALL the emails of a database. If more than one email contain links with the same name or the same URL, a profile might have clicked on them several times.

1. Rule selection zone: shows the applied filter(s).

2. + Add a criteria: lets you choose one or more additional filters for a more precise targeting. Please note carefully: it is an AND logical condition.

These rules are specific to Emails (clicks and URLs clicks). The following filter are available:

• Click moment

• Name of the campaign

• Link name

• Clicked URL

  info

  The click URL is the full URL, including query parameters (such as UTM or goal parameters, which are different for each profile).
  It is therefore advised to use the "contains" operator rather than "=".

• Number of clicks (at least one)

tip

Please note that only the first click on each link is tracked.

The available operators vary according to the filter (see the Presentation of the different operators).

Tip

If you do not select any rule in this ‘Email Clicks’ module, the default rule is to target all the people who have clicked at least once in an email within the last two years (archived Email campaigns are not taken into consideration. By default, archiving is done after 2 years).

Consequently, using this module means that you will only target profiles with at least one clicks in an email. It is therefore not possible to use combinations such as 'click moment' + 'is unknown' to target profiles who never clicked in an email.

info

Please note that all clicks are taken into account in this module, including 'Webversion" and 'Unsubscribe'.

SMS Module

The SMS Module lets you add targeting criteria related to already sent, in progress or planned SMS campaigns.

Please note carefully that Actito calculates a targeting at the time of the request (launch of an email campaign, scenario trigger, pre-planned time) based on the information available at the start of the calculation.

This module works identically to the email module. However, some rules are specific to SMS channel.

1. Campaign selection: choose the Email relevant to the targeting. Actito shows the last campaign by default. You can find other finalized campaigns through a search engine (campaigns in preparation and mass campaigns in progress will not appear here).

2. + Add a value: add additional campaigns that may influence the targeting.

3. Rule selection: choose a criteria in relation to your selected campaign.

4. + Add a rule: add additional rules in relation to the campaign(s) - Please note carefully: it is an AND logical condition.

Available rules	Behavior
Have not been targeted by the campaign/have not been targeted by any campaign	Exclusion of the contacts which have been targeted by at least one of the campaigns (Targeted = matched the targeting criteria at the launch of the campaign. That does not mean that the profiles have received the campaign)
Have not received a campaign/ have not received any campaign	Exclusion of the contacts which have received at least one of the specified campaigns.
Have been targeted by a campaign/ have been targeted by a least one campaign	Selection of the contacts which have been targeted by at least one of the campaigns (Targeted = matched the targeting criteria at the launch of the campaign. That does not mean that the profiles have received the campaign)
Have received the campaign/ have received at least one of the campaigns	Selection of the contacts which received at least one of the specified campaigns

Targeting Module

The targeting module enables you to use an advanced targeting saved in the 'Manage targeting' app.

1. Are/are not: include or exclude profiles present in the saved targeting

2. Select a value: select the saved targeting.

info

There exists a limit of 5 saved targeting modules when using a random filter. However, it is possible to use more than 5 saved targeting modules, as long as no more than 5 of them use a filter.

Scenario Module

The scenario module enables you to add targeting criteria related to active and finished scenarios.

1. Scenario selection: choose the scenario on which you want to base the targeting. By default, Actito displays the latest scenarios. You can find other scenarios through the search engine (scenarios that were never triggered at least once and non active ones will not appear).

2. + Add a criteria: add additional criteria related to the scenario. Please note carefully: it is an AND logical condition.

   The rules are specific to scenarios. The following filters are available:

   • Exit bloc
   • Entry moment
   • Exit moment
   • Status
   • Number of executions (at least one)

   The available operators vary depending on the filter (see 'Presentation of the different operators').

tip

If you set up global exit conditions to your scenario, it is possible to target profiles who exited the scenario due to these conditions thanks to the following targeting:

3. Invert selection: this box specifies that the target defined above must be excluded from the final target.
   (For further explanations, see the ‘Invert Selection’ chapter).

tip

Use the 'Invert selection' box to select profiles who have not entered the scenario, as using a scenario module pre-selects profiles who did enter the scenario.
'Entry moment is unknown' or 'Number of executions = 0' will not work.

Subscription History Module

The Subscription History module enables you to target profiles based on their past subscriptions/unsubscriptions.

1. Rule selection: specify whether target profiles must have been subscribed or not.

Available rules	Behavior
Were subscribed	Selection of the profiles which were subscribed during (part of) the selected time frame
Were not subscribed	Exclusion of the profiles which were subscribed during (part of) the selected time frame
Have subscribed	Selection of the profiles which subscribed during the selected time frame
Have unsubscribed	Selection of profiles which unsubscribed during the selected time frame

2. Subscription selection: select one, several or all the subscriptions linked to the database

Available options	Behavior
To any subscription	Takes all existing subscriptions into account
To the subscription	Takes only one subscription into account
To any of these subscriptions	Takes all listed subscriptions into account.

3. Definition of the time frame: choose the time frame during which the condition must be true for a profile to be selected.

Segmentation History Module

The Segmentation History enables you to add targeting criteria based on the past behavior of your profiles in relation to a segmentation.

1. Segmentation selection: select the (single) segmentation to take into account. You can access segmentations for which you decided to record a history (segments with no history record are greyed out).

2. Criteria selection: specify whether the profiles were part of the segmentation or not.

Available criteria	Behavior
were in	Selection of the profiles which have been part of the segment during (part of) the selected time frame
were not in	Exclusion of the profiles which have not been part of the segment during (part of) the selected time frame (= selection of the profiles which used to part of the segment during the selected time frame)
have entered in	Selection of the profiles which entered the segment during the selected time frame
have leaved	Selection of the profiles which left the segment during the selected time frame

3. Segment selection: determine the segment(s) to take into account. In case of a simple segmentation, the default segment is selected. In case of an exclusive segmentation, the chosen segments must be listed.

4. Definition of the time frame: choose the time frame during which the condition must be true for a profile to be selected.

note

Depending on the desired targeting, it might be necessary to combine this module several times with itself.

For instance, you will have to combine two modules in order to target profiles which have entered in the GOLD segmentation in 2016 and are still part of that GOLD segmentation in 2017: one to search for profiles which entered during the 2016 time frame and another one to search for profiles which are part of the segment during another time frame.

Form Module (one or more forms)

The Form (one or more forms) module lets you add simple criteria related to the participation to one or several forms.

1. Form selection (select value): specify the forms relevant to the targeting. By default, Actito displays the latest surveys. You can reach older campaigns through the search engine.

2. '+ Add value': add other forms which might influence the targeting.

3. Rule selection: choose a rule related to the selected form(s). It is mandatory to define at least one rule.

4. '+ Add a rule': add additional rules in relation to the form(s).
   Please note carefully that the logical condition is 'AND'.

Available rules	Behavior
Have participated to the form/at least one of the forms	Selection of the profiles which took part in at least one of the forms (Note: test participations are not taken into account).
Have not participated to the form/Have not participated to any of the forms	Exclusion of the profiles which took part in at least one of the forms.

Form Module (only one with questions criteria)

The Form (only one with questions criteria) module enables you to add targeting criteria related to the answers to one or more specific questions.

1. Form selection (Select value): specify the form relevant to the targeting. By default, Actito displays the latest forms.

2. '+ Add a criteria': add specific criteria in relation to the selected form.
   Please note carefully that the logical condition is 'AND'.
   The available rules are specific to forms: some filter are standard to all forms, others depends on specific questions in a form.

The standard filters are:

• Participated on

• Complete?

• Completed on

• Created on

• Last page recorded on

• Form recorded on

• Updated on

• Page x (Page Name) recorded on

• Source

• Language

The available operators depends on the filter (see presentation of the different operators).

3. Invert selection: this box specifies that the target defined above must be excluded from the final target _(For further explanations, see the ‘Invert Selection’ chapter).
_

note

If you do not select any criteria in the Form (Only one with questions criteria) module, you will target all the people who have participated at least once to the selected form (however, the test participations are excluded).

Print/Call center/Custom audience modules

The print, call center and custom audience modules enable you to add targeting criteria related to a print, call center or custom audience campaign.

1. Campaign selection (print/call center/personalized audience): enables to specify the campaign used by the targeting. Actito shows the latest campaigns by default . You can find your last campaigns via a search engine.

2. + Add a value: add additional campaigns which could be relevant to the targeting.

3. Rule selection: choose a rule in relation to the selected campaign. It is mandatory to define at least one rule.

4. + Add a rule: add additional rules related to the selected campaigns. Please note carefully that the logical condition is 'AND'.

Available rules	Behavior
Have not been targeted by the campaign/ have not been targeted by any campaign	Exclusion of the contacts who have been targeted by at least one campaign. Targeted = matched the targeting criteria at the launch of the campaign. That does not mean that the profiles have received the campaign.
Have been targeted by the campaign/ have been targeted by at least one of the campaigns	Selection of contacts who have been targeted by at least one of the specified campaigns.
Have been targeted by all campaigns	Selection of contacts who have been targeted by all specified campaigns.

Modules linked to Custom Tables

'Interaction' and 'Linked Data' custom tables are also available as targeting modules.

Like for the 'Profile' module, all attributes of the custom table are available as criteria, with different operators depending on the data types.

In addition, custom tables have extra dynamic aggregates criteria based on the number of entries in the table or on the numeric data.

info

When adding a custom table module in your targeting, only profiles with at least one data entry in it will be taken into account.

Consequently, it is not possible to indicate 'Number of purchases = 0' to target profiles which have not done any purchase, as at least one purchase is needed.
To use this kind of targeting, you need to use the 'Invert Selection' feature.

tip

'Repository' custom tables are always imbricated into another table. Therefore, they aren't available as targeting modules, but all their attributes can be used as extended fields in the module of the parent table.

Interaction tables RFM criteria

Interaction tables are often used to store purchases, or other interactions whose monetary value can be quantified (like abandoned baskets).

By activating the 'RFM criteria' toggle in the top right corner of the block, you gain access to extra criteria based on

• the recency (based on the last interaction)
• the frequency (based on the number of interactions)
• the average or total value (based on the 'Value' attribute of the custom table, as explained below)
• the creation moment (based on the technical attribute, or the 'Creation time attribute', as explained below)

This allows you to combine criteria and easily target on the average basket, the frequency or the last purchase date.

Note on 'Value' attribute

To be able to use these criteria, the field representing the monetary value of the interaction (amount, totalPrice...) must be declared as the 'Value' attribute of the table.

This can be done when you 'View' the table definition in the 'Manage tables structure' app, by selecting the relevant field then clicking on the 'Set as value' button.

Note on 'Creation time attribute'

By default, the time of an interaction is the technical 'creationMoment', corresponding to when it's imported into Actito. It is possible to set up another date attribute (e.g. 'purchaseMoment') as 'Creation time attribute'. It will be used as reference, which is useful if your imports are asynchronous.
This parameter must be defined in the structure of the table.

C. Presentation of the different operators

The following operators are available depending on the field type:

Operators	Targeting impact
=	Searches for the exact given value (not case sensitive: smith = Smith, but takes accents into account: Montréal ≠ Montreal)
Starts with	Checks that the information in the field begins with the given value
Does not start with	Checks that the information in the field does not begin with the given value
Contains	Checks that the given value is in the field (each term must be separated by space)
Does not contain	Checks that the selected value is not in the field
Matches the regular expression	Searches for profiles matching the regular expression
Does not match the regular expression	Searches for profiles not matching the regular expression
Is known	Checks that the field is filled in by a value
Is unknown	Checks that the field is empty
Is in	Lets you include a list of values (example: a list of stores). 100 entries maximum
Is not in	Lets you exclude a list of values (example: a list of stores).100 entries maximum.
Is different from	Excludes selected values
Is today	Checks that the date in the field is today
Is yesterday	Checks that the date in the field is yesterday
Is this week	Checks that the date is between Monday and Sunday of the current week (from Monday 00:01 to Sunday 23:59)
Is last week	Checks that the date is between Monday and Sunday of the previous week (from Monday 00:01 to Sunday 23:59)
Is less than (days) ago	Selection of the contacts for which the given date is less than X days Example: is less than 3 days = if today is 10th July, we will select all people whose date is later than the 7th July (23:59)
Is less than or equal to (days) ago	Selection of the contacts for which the given date is less or equal than X days Example: is less than 3 days = if today is 10th July, we will select all people whose date is later than the 7th July (23:59)
No less than (days) ago	Exclusion of the contacts for which the given date is less than X days Example: not less than 3 days = if today is 10th July, we will select all people whose date is earlier than the 7th July (23:59)
Is more than (days) ago	Selection of the contacts for which the given date is more than X days compared to today. Example: is more than 5 days = if today is 10th July, we will select all people whose date is earlier than 5th July (23:59)
Is more than or equal to (days) ago	Selection of the contacts for which the given date is more or equal than X days compared to today. Example: is more than 5 days = if today is 10th July, we will select all people whose date is earlier than 5th July (23:59)
No more than (days) ago	Exclusion of the contacts for which the given date is more than X days compared to today. Example: is more than 5 days = if today is 10th July, we will select all people whose date is earlier than 5th July (23:59)
Is today plus (days)	Checks that the date in the field is D+X days from today. If you put ‘- X’, it checks that the date is at D-X days from today
Is not today plus (days)	Checks that the date in the field is not D+X days from today. If you put ‘- X’, it checks that the date is not at D-X days from today
Has as year	Searches for the year (e.g.: 2015)
Does not have as year	Searches for the year (e.g.: 2015) and excludes it
Has as day	Searches for a day, regardless of month and year (possible value: 1 to 30/31)
Does not have as day	Searches for a day, regardless of month and year (possible value: 1 to 30/31) and excludes it
Has as month	Searches for a month, regardless of day and year (possible values: 1 to 12)
Does not have as month	Searches for a month, regardless of day and year (possible values: 1 to 12) and excludes it
Is smaller than or equal to	Checks that the value is smaller than or equal to the selected value
Is not smaller than or equal to	Checks that the value is not smaller than or equal to the selected value (= is bigger)
Is smaller than	Checks that the value is strictly smaller than the selected value
Is not smaller than	Checks that the value is not strictly smaller than the selected value (=is bigger or equal to)
Is bigger or equal to	Checks that the value is bigger than or equal to the selected value
Is not bigger than or equal to	Checks that the value is not bigger than or equal to the selected value (= is smaller)
Is bigger than	Checks that the value is strictly bigger than the selected value
Is not bigger than	Checks that the value is not bigger than or equal to the selected value (= is smaller or equal to)
Is this month	Checks that the value is in the ongoing calendar month of the same year. Example: If we are the 7th October 2023, this operator will return profiles whose reference date is between the 1st October 2023 and the 31st October 2023.
Is not this month	Checks that the value is not in the ongoing calendar month of the same year. Example: If we are the 7th October 2023, this operator will return profiles whose reference date is not between the 1st October 2023 and the 31st October 2023.
Is last month	Checks that the value is in the previous calendar month of the same year. Example: If we are the 7th October 2023, this operator will return profiles whose reference date is between the 1st September 2023 and the 30th September 2023.
Is not last month	Checks that the value is not in the previous calendar month of the same year. Example: If we are the 7th October 2023, this operator will return profiles whose reference date is not between the 1st September 2023 and the 30th September 2023.
has its anniversary today	Selection of the profiles for today's date matches the day and month of the reference date. Does not take the year into account.
does not have its anniversary today	Exclusion of the profiles for which today's date matches the day and month of the reference date. Does not take the year into account.
has its anniversary this month	Selection of the profiles for which today's date matches the month of the reference date. Does not take the day and year into account. Example: If today is the 07 October 2023, this operator will select all profiles whose date is between October the 1st and the 31st, no matter the year.
does not have its anniversary this month	Exclusion of the profiles for which today's date matches the month of the reference date. Does not take the day and year into account.
has its anniversary in (days)	Selection of the profile for which today's date is X days before the value stored in DB. Only searches day and month – does not take the year into account. Example: if today is 1st September, 'has its anniversary in 30 days' will return profiles whose reference date is 1st October.
does not have its anniversary in (days)	Exclusion of the profile for which today's date is X days before the value stored in DB. Only searches day and month – does not take the year into account. Example: if today is 1st September, 'does not have its anniversary in 30 days' will return profiles whose reference date is anything else than 1st October.
Is in more than (days) (In the future)	Selection of the contacts for which a given date is later than D+X Example: is in more than 5 days, if today is 10th July, we will select all contacts which have a date later than 15th July
Is in less than (days) (In the future)	Selection of the contacts for which a given date is earlier than D+X Example: is in more than 5 days, if today is 10th July, we will select all contacts which have a date earlier than 15th July
Is between	Selection of the contacts which have a given date between the two selected dates (the selected dates are included)
Is not between	Exclusion of the contacts which have a given date between the two selected dates (the selected dates are included)
Is between (days) ago	Selection of the contacts which have a given date between the range of days selected
Is not equal to	Checks that the value is not equal (smaller or bigger) to the selected value
Was (days) ago	Selection of the contacts which have a given date prior or equal to the number of days entered

Operator related to segmentations

There are two types of segmentations:

• Simple segmentation: a group of persons which have a common characteristic, e.g. ‘early adopters’

• Advanced segmentation: enables a second level of classification. For example, I would like to know who among my customers are good or bad customers. Therefore, I create a ‘customer’ segment with 3 sub-segments: GOLD, SILVER or BRONZE.

Contains the profile	(Simple segmentation) Selection of the contacts which are in the segmentation (Exclusive segmentation) Selection of the contacts which have a value for this segmentation (e.g.: is in GOLD, SILVER or BRONZE)
Does not contain the profile	(Simple segmentation) Selection of the contacts which are not in the segmentation (Exclusive segmentation) Selection of the contacts which do not have a value for this segmentation (e.g.: is not in GOLD, SILVER or BRONZE)
Contains the profile for	(Exclusive segmentation) Selection of the contacts which have the selected value
Contains the profile for the segments	(Exclusive segmentation) Selection of the contacts which have one of the selected values
Does not contain the profile for	(Exclusive segmentation) Selection of the contacts which do not have the selected value
Does not contain the profile for segments	(Exclusive segmentation) Selection of the contacts which do not have the selected values
<	Searches for value(s) lower than
<=	Searches for value(s) lower than or equal to
>	Searches for value(s) greater than
>=	Searches for value(s) greater than or equal to
()	Searches for value(s) between the selected values (inclusion of the two selected values)