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You can apply a top-level Opt-in filter to your whole segment. Click “Opt-in” to add one or more Opt-in questions to your segment. Adding an Opt-in to this area will by default look for supporters who have a Y value for the selected opt-in(s). This filter will apply to all clusters in your segment.
Segments Filters - “Nested Segments”
You can include “nest” other custom segments, Predefined Segments, and/or AI Segments as terms in your segment.
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Data type: Choose a data type for your filter: Personal, Location, Other data.
Personal: Includes biographical details like First Name, Last Name, Email Address, Phone Number
Location: Includes address details like Address 1, City, Postcode, Region, and Country
Other data: Includes all other supporter fields in your account including custom fields
Supporter whose: Select the field you want to query on and an operator (is, is not, is empty, is not empty, contains, etc.). Then, enter a value to query on. Use a tilde (~) to separate multiple values.
Case Sensitive: Check or uncheck the box to determine if values should match the case of the value entered.
Minimum and Maximum: Filter supporter data fields based on a range of numeric values by specifying both a minimum and maximum.
Fundraising Filters
Amount Processed
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Identify donors via additional transaction details. Paid Event ticket purchases, additional donation to event pages and submissions on Peer to Peer sites are included.
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Origin source category: Select one or more origin source categories to filter on.
Facebook Lead Forms
Identify supporters who have come through via Facebook Lead Forms sync.
Marketing Tools Filters
Automation Messages
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