Workflow Filter Nodes

Filter nodes allow you to alter a workflow based on whether certain events or actions occur.

You can use filter nodes to refine the actions of a workflow. For example, you can limit an action to the first 100 people who reply to a contest or to a group of people on a particular list or segment. A workflow can have multiple filter nodes.

This table describes all possible filter nodes and provides links to the topics for using each individual node.

Node Name Description Example
Contact Field Comparison Filters a workflow based on a comparison between the data contained in a field, and a value you specify. If a contact has abandoned their cart but has placed an order in the last 10 days, you could use this node to choose not to send them an abandoned cart message.
List Membership Filters a workflow based on whether a contact is on a specific list. You could send a contact a different welcome email, filtered by if they got on the list from a pop-up page or check out page.
Segment Membership Filters a workflow based on whether a contact is on a specific segment. If a contact is part of a re-engagement series, you can use this node to filter contacts that have become re-engaged and not send them subsequent messages in the series.
SMS Keyword Membership Filters a workflow based on a contact's membership to individual subscription keywords. You can use this node to send different welcome messages, based on the SMS keyword they are subscribed to.
Contest Filters a workflow in a "contest" related manner. If you are running a contest and want people to refer a friend by forwarding an email, you can use this node and set it so that the first 50 people to forward to a friend will be entered into the contest to win a prize. The rest will be filtered to a no path where they are not entered.
Interval Filters a workflow in intervals. You can use this node to test 2 messages. You can choose the interval, so that after 5 contacts are sent one message, the next contact is sent a different message.
Email Activity Filters a workflow based on whether or not a contact opened, clicked on, converted from, or was sent emails. You could use the Email Activity node to filter contacts based on whether they opened a message that was in a delivery you sent.
Webform Activity Filters a workflow based on if a contact submits or views a webform in a specified amount of time. If you send contacts a message with a form to fill out, you can use this node to filter which contacts have taken the action you requested of them.
Twitter Activity Filters a workflow based on whether or not a contact has mentioned a stored Twitter user name in your account. If you are running a contest for Twitter users, you can use this node to capture who enters and then put them on a separate Twitter list.
SMS Message Activity Filters a workflow based on if a contact was sent, replied to, or clicked on a link in an SMS message you sent them. You could use this node to see if contacts are responding to the message you sent in a text and prompt them to respond if they are ignoring the message.
Email Address Validation Filters a workflow based on whether or not content from a previous node contained an email address. You can use this node to see if the SMS message from a contact contained an email address.
Random Filters a workflow by sending configurable percentages of contacts down different paths. You can use this node to perform A/B split tests by sending different messages to different contacts.
Cart Status Filters a workflow by sending contacts down different paths based on the status of their shopping cart. Before you send a cart recovery message, you could use this node to see if the original cart is still abandoned. However, this does not guarantee that the contact did not place an order on another device.
Cart Phase Filters a workflow by sending contacts down different paths based on their cart's phase when the cart was abandoned. You could send a discount email to contacts who abandoned a cart in the billing phase. You can only filter one phase per node, but a single workflow can have multiple Cart Phase filter nodes.
Cart/Order Field Comparison Filters a workflow by sending contacts down different paths based on the value of the specified cart or order fields. You could send a contact an email that offers free shipping when the Shipping Amount in an abandoned cart is less than five dollars. Or you could send an email to contacts that offers a discount when the Total for their last order was greater than 100 dollars.
Line Item Comparison Filters a workflow by sending contacts down different paths based on the value of one or more of the items in a cart or order. If a contact places three items of the same category in a cart then abandons it, you could use this node to send them a message that offers a buy three get one free deal.
Date Filters a workflow based on the current day's relationship to a calendar date you set. If you run ongoing promotions, you might want to set this node to on or before the date the current promotion ends, for example, June 1, 2017. If the current date is on or before June 1, 2017, then the contact is moved to the connected Yes node, where you can use a Send Email node to send them an email about the current promotion. If the current date is after June 1, 2017, the contact is moved to the corresponding No node, where you can use a Send Email node to send them an email about the next promotion. In this example, after June 1, 2017 the Yes path will never be triggered again. In this situation, you could update the date on the node. You could also string together a series of Date filter and Send Email action nodes when you build the workflow that would keep the workflow up-to-date for the length of the promotion.
Workflow Activity Filters a workflow based on:
  • if a contact is on a workflow
  • completed a workflow
  • how many times a contact completed a workflow
If you have a workflow for your welcome series, you may want to add a workflow activity filter node to your cart abandonment workflow that excludes contacts currently in the welcome series from receiving a cart abandonment message.