Email Campaign - Criteria Tab

The Email Campaign - Email Tab is very powerful and is used to filter the Customers or Prospects who will receive the email you send.  Let's say you have 5,000 total contacts and 1,000 of them have the Type field set to Prospect and the other 4,000 you set as Customer, you could use the Email Tab to filter only the Prospect Types.  Doing this would send only 1,000 emails instead of the entire 5,000.  You can setup all kinds of combinations of criteria based on any of the fields in the Contact form.  For example maybe you want to send an email to all the Prospects that live in California and were entered in the past 30 days.  You could setup three levels of criteria to handle this.

Field Name - Select one of the Contact field names from the combo box.  This will be the field that you will use to filter the data from the Contacts form.  For example, to filter data from the Type field in the Customers or Prospects form, select the Type field name from the combo box.

Note: All the fields from the Contacts form are available in this combo box to choose from.

 
Type - This field will display the type of data required in the Criteria fields.  The fields will either be Text or Date.  If the field type is a Text type then you can enter any characters you wish in the Criteria field.  If the field type is a Date type then you must enter a valid date in the Criteria field.

Note: If the field type is a Date type then you can click the Criteria drop down combo box to open a graphical calendar to select a date.

 
Condition - This field will default to = but can be changed to any number of other conditions like Less Than, Not Equal, Last Month, This Year, Is Null and so on.  When using Date Conditions it is important to know that the dates will automatically change based on your computers date and time.  For example, if you select Last Week as a condition then each time you open the Email Campaign form it will recalculate the Date range based on what really is the last week.  It does not store the dates you entered unless you select the "Specific Dates" condition.  See Conditions for more detail.
 
Criteria - Enter the data you want to filter based on the Field Type.  If the field type is a Text type then you can enter any characters in the Criteria field.  If the field type is a Date type then you must enter a valid date in the Criteria field.

 
Note: If the field type is a Date type then you can click the Criteria drop down combo box to open a graphical calendar to select a date.

 
Criteria Between - You will only be able to enter a date in this field and only if the Field Type is a Date type.  If the field type is a Date type then you must enter a valid date in the Criteria Between field.

If the field type is a Date type then you can click the Criteria Between drop down combo box to open a graphical calendar to select a date.
 

Join - By default, this will display And.  You have two options on this field, the "And" or "Or".  If And is used, all the criteria entered will be considered in filtering the contacts that can receive the email.  If Or is used, contacts that match any of the entered criteria will be considered.

Filter Description - This box will display a detailed English description of the criteria entered making it much easier to understand how you will be filtering your contacts.  Let's say you selected Status = Hot and Country = United States.  The Criteria Description field would display the following.

Send an email to contacts where

the Status is equal to 'Hot' and

the Country is equal to 'United States'

From Name - Enter the name you wish to have appear on the email From field.  This is the name your recipients will see.

 
From Email Address - Enter the email address you wish to have appear on the email addresses From field.  This is the email address your recipients will see.
 
Reply To Name - Enter the name you wish to have appear on the reply to field.  This is the name your recipients will see in the To field if they reply to your email.
 
Reply To Email Address - Enter the email address you wish to have appear on the reply to field.  This is the email address your recipients will send their reply to.