Contact list filter conditions overview

Create or edit a contact list filter to define the conditions and the condition groups, which the campaign evaluates to determine the subset of contacts to dial.

Condition group

A condition group combines conditions that must match all (And) or match one (Or) to meet the criteria for dialing the contact.

  • Create at least one condition group.
  • (Optional) Create multiple conditions within a condition group. Specify one operator type for the conditions in that group.
    Note: You can add a maximum of 10 conditions to a contact list filter.
  • (Optional) Create multiple condition groups. Specify one operator type for all the condition groups.

Condition

A condition contains:

  • A column from the contact list to evaluate against
  • An operator (a way to evaluate)
  • A type of value to match

Example

Dial all contacts within the contact list that have a cell number (the contact list column), that Begins With (the operator), 317 (a value).

Condition operators

Condition operators evaluate:

  • Strings (Text)
  • Numbers (Numeric)
  • Dates (Relative Time)

Operator Description
Begins With
  • Evaluates that a contact column value begins with a given string.
  • Requires an alphanumeric value.
  • For example, if the condition is using a column that contains states, and the selected operator is Begins With, if the value entered is I, the condition matches Illinois, Indiana, Iowa, and so on.
Contains 
  • Evaluates that a contact column contains a given string.
  • Requires an alphanumeric value.
  • For example, if the condition is using a column that contains states, and the selected operator is Contains, if the value entered is s, the condition matches Missouri, Alaska, Kansas, and so on.
Ends With
  • Evaluates that a contact column value ends with a given string.
  • Requires an alphanumeric value.
  • For example, if the condition is using a column that contains states, and the selected operator is Ends With, if the value entered is a, the condition matches Iowa, Indiana, Florida, and so on.
Is
  • Evaluates that a contact column value equals a given string.
  • Requires an alphanumeric value.
  • For example, if the condition is using a column that contains states, and the selected operator is Is, if the value entered is Indiana, the condition matches Indiana.
Is Within Range
  • Evaluates that a contact column value falls within a given value range.
  • Requires two values, an alphanumeric minimum and an alphanumeric maximum.
  • The minimum value must be less than the maximum value.
  • The minimum and maximum values can be included or not included within the range.
  • For example, if the condition is using a column that contains states, and the selected operator is Is Within Range, and the state is between Alabama and California, not including California, the condition matches Alabama, Alaska, Arizona, and Arkansas, and does not match California, Colorado, Connecticut, and so on. 
Is Within Set
  • Evaluates that a contact column value equals one of the given values.
  • Requires a list of alphanumeric string values.
  • For example, if the condition is using a column that contains states, and the selected operator is Is Within Set, and the state is in set Indiana, California, the condition matches California, Indiana, and does not match other states. 
    Note: When entering values for the Is Within Set operator, press Enter between each value. An entire list cannot be entered all at once and lists cannot be pasted in the field.

Operator Description
Equals
  • Evaluates that a contact column value equals a numeric value.
  • Requires a numeric value.
  • For example, if the Area Code equals 46074 it matches 46074.

Is Greater Than
  • Evaluates that a contact column value is greater than a numeric value.
  • Requires a numeric value.
  • For example, if MoneyOwed is greater than 500 it matches 501, and it would not match 500.
Is Less Than
  • Evaluates that a contact column value is less than a numeric value.
  • Requires a numeric value.
  • For example, if MoneyOwed is less than 500 it matches 499, and it would not match 500.

 
Is Greater Than or Equal to
  • Evaluates that a contact column value is greater than or equal to a numeric value.
  • Requires a numeric value.
  • For example, if MoneyOwed is greater than or equal to 500 it matches 500 and 501, and it would not match 499.
Is Less Than or Equal to
  • Evaluates that a contact column value is less than or equal to a numeric value.
  • Requires a numeric value.
  • For example, if MoneyOwed is less than or equal to 500 it matches 500 and 499, and it would not match 501.
Is Within Range
  • Evaluates that a contact column value is within a numeric range.
  • Requires two values, a minimum numeric value and a maximum numeric value.
  • The minimum value must be less than the maximum value.
  • The minimum and maximum values can be included or not included.
  • For example, if MoneyOwed is between 500 and 5000, not including 5000, it matches 500, 700, 1000, 4999, and it would not match 5000 or 10000.
Is Within Set
  • Evaluates that a contact column value matches one of a list of numeric values.
  • Requires a list of numeric values.
  • For example, if a Zip Code is 46074, 61550, 76483, or 93838, it matches 46074, 61550, 76483, and 93838.

Operator Description
Is Earlier Than
  • Evaluates that a contact column value is earlier than a given time.
  • Requires a Period value or an ISO 8601 format date value.
  • For example, the LastContactTime is earlier than two days in the past, and we want to contact customers we haven’t heard from in the last two days. This matches any time more than two days ago.
Is Later Than
  • Evaluates that a contact column value is later than a given time.
  • Requires a Period value or an ISO 8601 format date value.
  • For example, the PaymentDueDate is later than two days in the future, and we want to collect payment from everyone who has something due at least two days in the future. This matches any time later than two days in the future.