Filters in Automations

When setting up Triggers and Steps on automation, filters are available to define when and how the Automation should run.

A Filter is a set of criteria that determines when an action should occur or what data should be included in the Automation. Filters ensure that only pertinent information is processed for subsequent steps in the Automation.

Each filter added to the Automation will require input for Property, Equation, and Value.

The Property field is a dropdown to select a data field from a Contact, Gift, or Activity record. The options available for properties depend on whether you're setting an Activity, Contact, or Gift filter.

The Equation is the rule or method by which the filter is run. The options available to calculate the Equation will vary based on the type of data set for the Property.

The Value is the specific input that defines the filter. This may be alphanumeric or a specific value (such as True/False or Complete/Incomplete/Cancelled) based on the data set for the filter line.

If the Automation being created is more complex, clicking the + Add Filter button below the first filter will allow you to add another filter rule. Up to 20 filter lines may be added to each filter group on the Automation. When adding additional filter lines, a dropdown will appear to the left of the new line to set the Conditional Formatting for the new line.

Conditional Formatting (also known as And/Or statements) allows you to define how a filter responds to other filters. An "And" condition requires all the set conditions to be true for the automation to run, while an "Or" condition only needs at least one of the conditions to be true for the automation to run.

Filters can also be arranged into filter groups, allowing you to employ both And and Or conditional statements.