Engage your alumni by sending tailored messages with email groups.
Step 1: Locating Filters in Engagement Studio
Go to "Members".
Then "Engagement Studio" in the admin panel.
And look for "Filters".
Step 2: Explore Filters
In the Filters section, you have two main choices:
Record Filter
Engagement Filter
Step 3: Implementing a Record Filter
Select "Add record filter".
Choose "get filters from data studio" on the next page.
Apply the filters in the data studio to segment users.
Copy the applied filters and return to the "add record filter" page.
Paste the copied filter and select "Load Filter".
Step 4: Setting up an Engagement Filter
Click on "Add engagement filter".
Find and click the "+" sign on the right side.
Fill in the details for the filter:
Name
Date range
Include or Exclude option
Type of engagement (e.g., Registered for an event)
Frequency
Apply the filters.
Step 5: Review Filtered Users
Users fitting the criteria will be displayed in a table below the filters.
Step 6: Choose Between Segment or List
Click on the gear icon under the table.
Decide whether to create a segment or a list:
Segment - updates automatically based on the defined criteria
List - static list unless manually edited
After choosing, name your segment or list.
You can now utilize this email group for sending specific communications through the Communication Centre.
Please write to us at help@almabase.com or through the Chat 💬 if you have any queries or concerns about adding funds. 😄