Filter
This is an internal step that allows you to validate user input or any data saved in the CRM. It can also handle data coming from a third-party platform via Webhook or HTTP API. The filter step provides two linking possibilities: True and False. Based on the filter condition output, you can create different steps and route the user accordingly. For example, if the tag is "Hot Lead," you can route the user to a specific step. Otherwise, you can route them to another step.
Few Use cases with Filter
Here are five examples of how you could use the filter feature to validate user input or route data:
Email Verification: If the filter identifies that the email entered by a user matches the standard email format (containing an '@' symbol and a domain), the output is 'True', and the user can proceed to the next step, like receiving a welcome email. If not, the output is 'False', and the user could be routed to a step that asks them to re-enter their email.
Discount Eligibility: In a sales CRM, you can use the filter to check if a customer has made a purchase above a certain threshold, thus making them eligible for a discount. If 'True', the user can be routed to a step that sends them a discount code. If 'False', the user could be routed to a step encouraging them to add more items to their cart.
User Location: If your service is only available in certain regions, the filter could verify if a user's inputted location is in a supported area. If 'True', they could be routed to the registration process. If 'False', the user could be notified that the service is not available in their area.
Order Fulfillment: If a customer places an order, the filter can check product availability. If the product is in stock ('True'), the order can proceed to fulfillment. If the product is not in stock ('False'), the customer could be notified and offered alternatives.
Age Verification: If your platform has age restrictions, the filter can validate whether the user is of the required age based on their date of birth. If 'True', the user can proceed to access the service. If 'False', the user could be routed to a step that explains the age restriction.
You can create Unlimited AND filter conditions and decide whether to match all conditions or match any conditions to perform the action in the step.
Match All Conditions: If you select this then the system will match all conditions configured in the filter i.e all conditions should be true to take further actions
Match Any Condition: If "Match Any Condition" is selected then the system will proceed to the next step if any of the conditions in the filter becomes true.
Below are the available data types and conditions to filter
Data Types | Condition |
Text | is isn't in list not in list not contains doesn't contains starts with ends with minimum length maximum length is empty is not empty |
Numeric | equals not equals greater than less than between not between minimum length maximum length is empty is not empty |
Date & Time | is isn’t on after before not before between not between is empty is not empty |
Date | is isn’t on after before not before between not between is empty is not empty |
Time | is isn’t on after before not before between not between is empty is not empty |
is isn't contains doesn't contains starts with ends with is empty is not empty | |
Website | is isn't contains doesn't contains starts with ends with is empty is not empty |
URL | is isn't contains doesn't contains starts with ends with is empty is not empty |
Choice | is isn't is empty is not empty |
WhatsApp to Filter WhatsApp numbers | is isn't |
Agent / Users | is isn't is empty is not empty |
Lookup |
In List & Not In List
Text filter has 2 additional conditions "In List & Not In List" which helps you to filter a group of text like postal code, email address, phone number, country code, country or any data which is separated by a comma or any other delimiter, for an example, if you want to check assign the chat to different team members based on the postal code then you can make use of this feature, you can input all data in comma separated value like 898333,983333,898989,833333 and system will check the condition against the given data.
comma-separated your data is not in comma separated format then you can instruct the delimiter to the system like pipe | etc
Few Use Cases with this Filter
When an order is received check whether the Postal code is serviceable or not and send a reply or take action accordingly
Whitelist mobile numbers or email to give controlled access to certain information like a course or information only available to a group of white-listed email addresses or mobile numbers
Allocate chat based on country to different team members like Asia assign to assign team, North America assign the chat to north America team
Filter data based on a group of names like Daniel, Martin, Albert etc
Date & Time Formatter
There will be a situation when working with many 3rd parties that the date and time may not always be in ISO Standards so we have a date & time formatter which helps you to map the Day, Month, Year, Time, Hour, Format virtually from any type of formats when separated a record with a comma, hyphen, slash, dot, semi column
You will also have the option to convert a date and time from a timezone to another which helps to send messages at the right time.
Date & Time formatter will appear when any of the Filter field type is Date, Date or Time, Time as show below
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