How to Use the Filter Element in the Chatbot Flow Builder

Use a filter and separate your audience by their interests, customer status, or other personal data. This will allow you to send more targeted messages or interact with a contact based on their data: send webhooks to your system, open a chat with a manager, assign or update variables and tags, or launch other flows.

With the SendPulse chatbot flow builder for Telegram and Facebook, you can add a Filter element to separate customers based on their data i.e. variable values, tags, and participation in previous campaigns and flows.

Step 1: Add a Filter Element

Drag and drop the Filter element into your working area, connect it to the element, from which you want to start branching off your scenario.

Step 2. Select a Condition to Check

Variable Value

Select the variable you want to check and a condition operator.

Depending on the variable type, you can choose:

  • “String,” “email,” and “phone” contains / does not contain / equals / doesn’t equal / starts with / ends with / empty / not empty;
  • “data” equals / doesn’t equal / between / is after / to;
  • “number” equals / doesn’t equal / more than / less /empty / not empty.

In the third field, enter or select a value or part of a value of the variable you want to check.

For example, if a user signed up for a meeting, reception, or event for a specific date, for which you need to send certain information or data to your system. Select a variable and a range of dates to track.

Or vice versa, if you do not have customer contact details or other required information. Then you can check for availability and re-request user data.

Assigned Tag

Using the filter, you can check if the selected tag is assigned or not.

For example, you can filter subscribers that were assigned a tag when they clicked on the button with the site you want. You can track whether they followed the link or not, and ask how they liked their experience, whether they bought a product or gave additional data.

Also, using tags, it is convenient to divide your audience based on their preferences, interests, and statuses in your system, automating the process of targeted communication with them.

Participation in the Flow

Using the filter, you can check whether the subscriber participated or did not participate in the selected flow.

For example, a user enters keywords that are not included to a flow with the desired information. You can help and guide them through the appropriate scenario.

Sent Campaign

Using the filter, you can check whether a subscriber received or did not receive a specific campaign.

For example, imagine you already sent a campaign to a group of your subscribers, but a new client has not received it. You can check for clients like this and send the same information to them by adding it in the next Message element of your flow.

Step 3. Select Additional Conditions

You can also combine conditions, add links between them, and connect the operator "any" or "all". Click Add list segmentation criteria and select a condition and operator.

Alternative Condition

If the previous condition has NOT been met, the filter will check the following condition you create. Click Add new condition and select a condition.

If the client's data does not match any of the specified conditions, the client will follow the “NO” scenario branch.

Step 4. Add the Following Elements

Add additional flow elements to each of the options of your filter; if the condition is met (green dot) or not (red dot).

Continue creating your flow, then click Save or Save and Send to yourself to test the scenario. Do not forget to give the user the opportunity to return to the previous element or the main menu, so the user won’t get lost. Or add a messenger menu.

Filtering customers and their data helps you take care of them, protects them from receiving irrelevant content and, as a result, brings more positive feedback.

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