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How do I create an email integration using filters?

Here's a quick guide to set up an email integration while maximizing your segments.

Filters are segments of fans that are created based on one - or a combination - of the following parameters:

  1. General (Metro Area, Location, Zip/Postal Code, etc)
  2. Affinity (Idols & Related Idols)
  3. Activity (Campaigns or Businesses interacted with, Days Active/Inactive)
  4. Trackers (Network, Click Date Range, Key, Group)
  5. Purchases (Event Name, Purchase Date, Number of Seats, Sale amount, Price Code, etc)
  6. Registrations (Registered within, event name, price code, etc)
  7. Custom (advanced - use reg ex to customize your search)

To generate a filter of fans

  • Click Search on FanCRM

  • Under Search, select one or more parameters from the right side menu to begin.

  • In that Parameter, add one or more values to narrow your search:

Pro Tip: you can stack parameters to narrow your search even more!

  • Click Search (or Estimate Fan Count) to see how many fans satisfy the search criteria.

  • When satisfied, click New Export>Export to push the audience to your email endpoint of choice.

Exporting Fans to Email Endpoint

  • Select Outgoing Integration from the Export dropdown 


  • Select the Email Endpoint that you would like the list of fans to be exported to 

  • Set a tag name for the list, and this Tag can be used to identify this audience within your Email Marketing Service.

  • Click Export and you're done!

 

Important Note: This method only works for Email Endpoints that have already been setup. In case you need to set up a new email endpoint, please go to your Integrations section to add a new endpoint. 

 

Still need assistance? Please reach out to your Customer Success Team or contact support@tradablebits.com