With the Filters feature, you're able to segment users. This function allows you to get information about end users for the purpose of either contacting them outside of the chatbot or asking for their permission to push content to them from the bot.
You can use the Broadcast tool to push content from your bot by using Filters.
Below, we'll go over two key points:
Find Filters in the Section menu on the left side of the Navigation bar.
How to create a Filter
To create a Filter, you'll first have to name it. Make sure the name is one you'll recognize so you can easily find it again.
You should also set the criteria for the Filter. To do so, you'll have to choose from a list of keys, which are as follows:
|Bot ID||Must always be chosen, as it decides which bot the Filter applies to|
|Created date||Refers to the time when the user first interacted with the bot. When a user first interacts with a bot, they will get an ID.|
|Create date days ago||Set a specific number of days from a user’s creation and use this information to reach out to them. This can be, for example, seven days after a user was created.|
|Message content||Filters users based on their input from anywhere in the chat|
|Message’s module ID||Filters users who have been through a certain Module|
|Message in||Filters users based on their input in a specific Module|
|Custom variable||Filters based on Custom Variables|
In most of the keys above, you'll have to select a comparison for them. You have the following comparisons to choose from:
|Equal symbol =||Key's value should be considered the same as what it's compared to.|
|Greater than symbol >||Key’s value should be greater than what it's compared to.|
|Less than symbol <||Key’s value should be less than what it's compared to.|
|Greater than or equal to symbol >=||Key's value should be greater than or equal to what it's compared to.|
|Less than or equal to symbol <=||Key's value should be less than or equal to what it's compared to.|
|regexp||Recognizes words like “Yes, please” and detects when any of “Yes”, “Please”, or “Yes, please” have been used in sentences.|
Now, you may be wondering what your keys should be compared to.
These are often determined by the key that you have chosen. So, if you want to Filter based on a specific bot, then you'll only be able to choose between the bots attached to your account.
After creating one criterion, you can always add more criteria to your Filter by using the “and” and “or” buttons.
How to view a Filter
In your overview of Filters, you'll be able to see the Filter’s UUID, which is required if you want to use a Broadcast tool for pushing content to your users. You'll also see your company name, the name of the Filter, a description of the Filter, and the date it was created.
You can copy all of these if you hover your mouse over the specific cell. If you do not need all of this information, then you can easily remove them by pressing “Columns” and clicking on the detail(s) you do not wish to see.
Clicking "Edit" will allow you to edit the Filter from this view, where you can add or remove criteria from an existing Filter. This has the exact same layout as when you create a new Filter.
When you "View" the filter, you can see the data gathered about your end users based on the Filter’s criteria. The data contains both freely written input from end users, but also the suggested replies that they have chosen.
If you no longer want to use a specific Filter, you can simply press “Delete”.
You can export this data from the Certainly Platform in a CSV file.