Group Filtering and Condition Examples

Using Filters to Segment Contacts

If you haven’t already, check out Groups: Filtering & Setup for video examples of filter creation. This guide provides visual examples of common filtering scenarios.

What Makes ConveYour Groups Powerful?

Groups are dynamic. They do not store static lists but instead filter your contact list in real time.
Filters allow you to segment contacts based on profile attributes, behaviors, or engagement patterns.
You can create automations to trigger actions based on these filtered groups.

Filtering Use Cases

Imagine if you could:

Send a video text to your top weekly learners.
Engage underperforming contacts with a follow-up message.
Automatically introduce a new course based on campaign completion.
Deliver personalized content based on poll responses.

Below are examples of how to create filters to group specific contact segments dynamically.

Filtering by Contact Data (Profile Attributes)

These filters are simple to set up and allow you to find contacts based on their stored profile information.

Example Filters:

Find sales leads tagged as "Warm"

Filter contacts where Tag = Warm

Filtering filters to only those tagged as Find contacts by company name

Filter contacts where Field = Company, Value IS [Company name]

Find new hires within a specific region

Apply two filters:
- Hire Date = less than 30 Days
- Region = [Your region]

Filtering Contacts in ConveYour by new hires in the Southwest region. Tip: You can stack multiple filters to refine your groups even further!

Filtering by Contact Activity (Engagement & Behavior)

Filtering by contact behavior unlocks advanced segmentation capabilities, allowing you to group contacts based on actions they have taken.

Example Filters:

Find contacts who completed a specific lesson

Select the Filter by event Group filter.
Select the "completed_lesson" Event
Select your lesson, and set When to "has any value"

Filtering ConveYour Contacts that have completed a certain lesson. Here's how the above conditions would read in plain English:

The contact completed the lesson, where the lesson was titled "06 Checklist Challenge", at anytime.

Find contacts who completed a lesson item within the last week

Select the Filter by event Group filter.
Select the "answered_question" Event.
Select the Lesson, set the Field to Lesson Item, and select the Lesson Item you would like to filter by.
Set Occurred to less than 7 days ago.

Find contacts who have completed an entire course

Select the Filter by event Group filter.
Select the "campaign_progress" Event.
Select your Campaign and set Progress to 100%.
Set Lessons Total and When both to "has any value"

Find contacts who answered a poll or assessment in a specific way

Select the Filter by event Group filter.
Select the "answered_question" Event.
Set When to "has any value"
Select your Lesson, Lesson Item, and Answer.

Find contacts who have NOT finished watching a video

You can set the video to "must watch" in your video Lesson Item within Course setup.

Select the Filter by event Group filter.
Select the "watched_video" Event.
Set When to "has any value".
Select your Lesson and Lesson Item.
Set Field to "progress"
Select less than 100%.

Need a Custom Filtering Solution?

If you need to filter contacts in a way that isn’t listed here, let us know! We’re happy to brainstorm ideas with you and explore the best way to track engagement, behavior, and segmentation for your needs.