How can we help?

    Blast Campaigns: Advanced Filtering Options

    Follow

    The filter options in campaign builder enable users to further specify which prospect or members should be included in the campaign recipient list. Filters are subordinate to ‘Campaign Type’ and available filters can change per selected campaign type.

     

     

    Campaign builder filters are as follows:

     

    • Locations: The ‘Locations’ filter enables users to narrow email recipients by the club location that their membership is housed within.
    • To filter by location, select the drop-down arrow.

     

     

      

    • The club locations that the users has been granted access to will open below. To select a location or locations, click the small white box next to its name. 

     

     

    • Gender: The ‘Gender’ filter enables users to narrow email recipients by the gender recorded on their account.
    • To filter by gender, click the drop-down arrow.

     

     

     

    • Click the drop-down menu and select either option from the drop-down list.

     

     

      

    • Age Range: The ‘Age Range’ filter enables users to narrow email recipients by age, as recorded on their account.
    • To filter by age, click the drop-down arrow.

     

     

     

      • The ‘Age Range’ filter will open below. It consists of two text fields: The ‘Min Age’ and the ‘Max Age’. Enter numerical figures, qualified as years, directly into the text fields to create an age range for the search.

     

     

     

    • Example: Entering 25 into the ‘Min Age’ and 35 into the ‘Max Age’ will narrow email recipients to prospects or members within 25 to 35 years of age. 

     

    • Origins: The ‘Origins’ filter enables users to narrow campaign recipients by the method in which they were first placed within the club’s system, i.e. web lead, T.I., walk-in, or outreach. 
    • To filter by origins, select the ‘Origins’ drop-down menu.

     

     

     

      • Then, choose ‘Select Origins’. The club’s origin types will open below. Select the small white box next to the desired origin type(s).

      

     

    • Example: If the ‘Walk-In’ and ‘Referral’ origin types are selected then email recipients will only be those prospects or members that were entered as walk-ins or referrals when their account was created.
    • Note: Click here for the Club OS Glossary, which includes definitions for each origin type.

      

    • Marketing Sources: The ‘Marketing Sources’ filter enables users to narrow campaign recipients by the marketing source that first connected the prospect or member with the club, as recorded when their account was created.
    • To filter by marketing source, select the drop-down menu.

     

     

      

    • Then, choose ‘Select Marketing Sources’. The club’s marketing sources will open below. Select the small white box next to the desired marketing source(s).

     

     

    • Example: If the ‘Facebook Lead Ad’ marketing source is selected then the campaign email recipients will only be those prospects or members who were first connected to the club via a Facebook Lead Ad.

     

    • Interests: The ‘Interests’ filter enables users to narrow campaign recipients by their fitness interest as recorded when their account was created.
      • To filter by interests, select the drop-down menu.

     

     

     

    • Then, choose ‘Select Interests’. The club’s interest options will open below. Select the small white box next to the desired interest(s).

     

     

     

    Additional Filters

    If the campaign type ‘Member Join Response’ or 'Product Drip' is selected, then three additional feature options will be available: ‘Membership Types’, ‘Membership Billings Statuses’, and ‘Primary/Secondary Members’. The additional filters are as follows:

     

    • Membership Types: The ‘Membership Types’ filter enables users to narrow campaign recipients by the type of membership they purchased. 
      • To filter by membership type, select the drop-down menu.

     

     

     

    • Then, choose ‘Select Membership Types’. The membership types the club offers will open below. Select the small white box next to the desired membership type(s).

     

     

    • Membership Billing Statuses: The ‘Membership Billing Statuses’ filter enables users to narrow campaign recipients by the current billing status of their membership. 
      • To filter by membership billing statuses, select the drop-down menu.

     

     

      • Then, choose ‘Select Billing Statuses’. The available billing statuses for the club will open below. Select the small white box next to the desired billing status(es).

      

     

    • Primary/Secondary Members: The ‘Primary/Secondary Members’ filter enables users to narrow campaign recipients by either primary accounts or secondary accounts.
      • To filter by primary/secondary members, select the drop-down arrow.

     

     

      • The ‘Primary/Secondary Members’ drop-down menu will appear below. Select the menu, and choose the desired option from the drop-down list.

     

     

    Finally, if the campaign type 'Product Drip' is selected, then one additional filter will be included. This filter is specific to 'Product Drip' and is not included with any other campaign type. 

     

    • Purchases: The ‘Purchases’ filter enables users to narrow campaign recipients by which select club products they purchased. Select products are those club products that have been attached to the ‘Product Drip’ campaign type.
      • To filter by purchases, select the drop-down arrow.

     

     

      • The club’s select products with open below. Click the small white box next to any item to select it. Members will only be contacted if they purchase the selected product(s).

     

    Was this article helpful?
    0 out of 0 found this helpful

    Comments