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AND & OR conditions

As soon as your targeting combines criteria from different modules, you choose how these criteria relate to each other.

With the AND function, targeted profiles must meet all the defined criteria — for example "is a woman" and "opened email campaign X". With the OR function, it is enough for them to meet one or the other of the criteria — for example "received the sales email campaign" or "received the sales SMS campaign". Some targeted profiles will therefore not have received both campaigns.

You can also combine AND and OR within the same target:

  • "is a woman" and ("received the sales email campaign" or "received the sales SMS campaign")
    → only women who received a campaign through one of the two channels.
  • ("received the sales email campaign" or "received the sales SMS campaign") and ("filled in form X" or "visited a page of my site")
    → only people reached by a campaign (email or SMS) and who then interacted with the brand (form or site).

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

The function is selected at the top of the page. Once the first module is added, the chosen function is shown below the module, next to the "Add a module" tab.

First-level AND and OR

At the first level, all connectors are of the same type: if you choose OR, you can only combine OR.

Combining "AND" with "OR"​

To mix logical connectors, turn on "Expert mode" in the top right of the screen.

Expert mode

You can then add an OR group inside an AND function, and conversely an AND group inside an OR function. In total, up to 3 levels are possible: AND-OR-AND or OR-AND-OR.

Example: target profiles in a given region who received a specific campaign by email or by paper, and who — if they received the email — clicked a specific link, or — if they received the paper — filled in a form. This logic is expressed by an AND-OR-AND combination:

Complex group 1 Complex group 2

note

Adding an AND group or an OR group is only possible with Expert mode on (top right of the screen).

To delete a group — and thus turn off Expert mode — no module must remain selected in it.

Error message

Using data within the same module​

When several criteria concern data from the same module (the Profile module, or an Interactions table for example), always place them in the same block (illustration A) rather than in two similar blocks (illustration B).

Two reasons: to ensure the criteria apply to the same row — which is decisive when a module can contain several rows for the same profile (an orders or tickets table…) — and to obtain an optimal calculation time.

Illustration A — you target profiles with a new ticket created this week for an amount over €50 (one and the same ticket).

Case A

Illustration B — you target profiles with a ticket created this week and a ticket over €50… but not necessarily the same ticket. The calculation time is also higher than in illustration A.

Case B

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