What is limited vs. unlimited mean when adding a filter to an email?
When you are adding an email to a campaign, using a trigger for the frequency, you need to add a filter. Once you get to the filter section you are asked to select, "Limit the Recipients of this event by:". The two options to limit are as follows - To all records returned in the filter results related to the record on the campaign, or Only the individual records on the campaign and returned in the filter results. Here is a breakdown of what these two statement's mean, how they affect your emails, and which one you should use for your configuration.
Option 1: To all records returned in the filter results related to the record on the campaign
The overall concept of the first option is that your campaign assignment differs from the tables that are being referenced for the email. It looks at the entire member record instead of just looking at a single product (row of data). We consider this the unlimited option since you are not limited to a single table of data.
There are two times you would use this setting and both are highly dependent on how your system is configured.
- If your marketing track has 'and remove households from all other campaigns'. You will be using the unlimited option on limit the recipient of the event by.
2. If your marketing tracks do NOT use the condition 'and remove households from all other campaigns' there is another reason you would you the first option of limit the recipient of this event by. You will use the first limit option if your filter for your marketing track and your filter for the email event have DIFFERENT filter bases. For example, if your marketing track filter is using an 'All Contacts' filter base, but your email event has a filter base looking at 'All Accounts' you want to use this first option.
Option 2: Only the individual records on the campaign and returned in the filter results
The second option of 'Only the individual records on the campaign and returned in the filter results', this option is our limited option. When you select this option you are limited to only send marketing based on an individual table of data (row of data from your file). All of your tables from the marketing track, to frequency, to filter, to recipient all need to be coming from the same tables.
- Campaign assignment is based on the product when you are using the second option. What this means specifically, you will never have the 'and remove households from all other campaigns' selected for your marketing track.
- Remember that this option will only reference data based on the campaign assignment. For example, If your marketing track is using an 'All Mortgage' base, this will assign the campaign to a specific loan number. This second option will only reference data from that specific loan.
- All of your tables need to align from your marketing track filter base, frequency date table, email event filter base, and recipient.