Combining 'And' with 'Or' filters, in your People and Company lists, allows you to create more sophisticated groups of leads and users. It also allows you to be more flexible with your segments, and send more targeted messages, Custom bots and Product Tours.
There are two main ways to group filters:
And - combinations mean the user needs to match both/all of the criteria.
Or - combinations mean the user only needs to match one of the criteria.
How to combine ‘And’ with ‘Or’ filters
Add your first filter:
Then, add an additional filter and apply “and” or “or” logic between them.
From here, you can turn individual filters into filter groups with the “+” button.
Now, you can see 'And' and 'Or' rules have been combined to create a more flexible and targeted audience.
Either get an example user to compare against the filters, or imagine you're a hypothetical user being checked against the rules.
Look at the grouping between filter groups; if it's an 'And' you'll need to match all of the filter groups, if it's an 'Or' you'll only need to match one of the filter groups.
Look at the first filter group. Let's say you match the first criteria. If it's an 'Or', then you already match this grouping without needing to check the other filters. If it's an 'And' you'll need to match the rest of the filters in this grouping.
Progress through each of the filter groups and see at which point you'd match them (or not).
You'll almost always want to combine negative filters ("is not" or "does not contain") with an 'And'. There are exceptions of course, but you'll need to go through your logic carefully to ensure the right result.
For example, "Plan is not pro" Or "Plan is not premium" will match everyone, because a user's plan cannot be "pro" and "premium" at the same time. This should be set up as an 'And.'
There are a few things to consider when targeting page URLs in filters (useful for in-app message targeting and Messenger visibility settings).
1️⃣ The first is the same as the above ☝ trying to combine multiple negative filters ("page URL is not", "page URL does not contain") should often use 'And'.
For example, "Current page URL is not
https://example.com/pricingor Current page URL is not
https://example.com/login" will always be true, even if the user is on
/loginat the time, because they don't match the other one. This should be an 'And' combination.
2️⃣ The second is using Referral URL instead of Current page URL. A Referral URL filter looks at the page a user was on before they arrived to the current website, not the current page they're on. This is typically used for marketing purposes, to capture where leads are being referred to a website from.
3️⃣ The third is not including the full URL (including
https:// and any trailing
/ parts) with an exact match ("URL is", "URL is not") filter. Those exact match filters require the entire source URL, including the
https:// part (which means if a customer is on
http:// they won't match for it).
A safer way to target URLs is to use "URL contains", which doesn't require the full URL to work. For example,
URL contains example.com/pricinginstead of
URL is https://example.com/pricing.
When targeting dates in the future, you need to use a negative number, and if you're trying to do a "more than"/"less than" date range, include a "less than 0 days" filter to cap the range. Learn more about creating filters for dates in the future.
Powerful ways to combine filters
Users on specific platforms - You could filter for anyone who uses your iOS or Android app, who has also never used your web app. This allows you to promote cross-platform usage of your app.
Users who have completed a combination of events - There might be a few different groups of users who could benefit from a new release. With this combination you can find all the people in those groups, who haven’t yet tried your new feature.
Users in multiple specific locations - This can be helpful for billing announcements that only affect a certain region. E.g. you could find all your paying customers in Australasia if you’re changing the way you handle their payments.
After filtering for the right customers, you might want to tag them, or save them as a segment.
Send customers a targeted ongoing message.
Need more help? Get support from our Community Forum
Find answers and get help from Intercom Support and Community Experts