Filtering by events allows your marketing and sales teams to move away from generic messaging and speak directly to real human behavior. Instead of looking only at static profile details, event filters track the exact actions contacts take, such as filling a form, downloading an ebook, or checking out a product feature. This helps your team trigger timely messages that match where each person is in their customer journey. Before dive into the steps below, we recommend reading our “Understanding the Filters” guide to get familiar with the filtering system.
Filters in Positive User are highly advanced, making it vital to understand all your options so your team can pinpoint the exact contacts you need based on their behavior. Since events are actions performed directly by contacts on the website or triggered within automations, these event filters are located exclusively within your contact segments and can be used consistently across your workspace in campaigns and automation modules.
Go to "Contacts" and click the "Filters" button on the right side of the screen.
Scroll down to the "EVENTS" section, expand it, and check the box next to the action you want to track, such as "Log in"
Set the “Occurrence” Type. Click the first dropdown menu to choose whether you want to filter by:
first occurrence
last occurrence
count occurrence
Click the second dropdown menu to choose your matching condition, such as:
exactly
is not
has any value
is unknown
greater
less than
less than X days ago
more than X days ago
X days ago
in X days
today
today anniversary
yesterday
current month
less than X minutes ago
more than X minutes ago
Enter the timeframe or specific value in the input field. For dates, you can click the calendar icon to select a specific day.
Click “Search”.
Combine Multiple Conditions
You can filter for more than 1 parameter for a specific event.
Apply the steps above for the first condition. Then click "+ Add next filter" and select either the "AND" or "OR" logic connector button to add another layer to your rule. Using this option you can apply a time period or multiple options.
Example: Filter out all contacts who logged in in May for the last time.
Apart from the standard filter options, you can also filter by your custom event attributes.
Example: Filter out all contacts who have made a purchase without a discount or more than 5000 USD.
Use this method when you need multiple filter criteria to apply to one single occurrence of an event, rather than across separate occurrences over time.
Apply your conditions.
Switch to the “Advanced” tab on top of the filters.
Check the box next to "Apply multiple filters within the same event occurrence". This tells the system that every condition you set next must be satisfied during the exact same action.
Example: Filter out all contacts whose last purchase was less than 7 days ago and this purchase’s price was higher than 4500 USD.
