Get Specific with Automation Triggers and Filters

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Filters allow you to get specific about which subscribers Postscript includes in an automation series. Not only do filters help ensure the right messages are going to the right people, they can also help you better control overall credit usage and reduce unsubscribe rates.

Why You Should User Trigger and User Filters


  • Refine the intended recipients of your automations to ensure subscribers are having the right experience with your brand.
  • Choose from filtering by order or cart contents, user history, or combine both to make a highly unique and specific automation.

Define Trigger Filters


Trigger filters flag subscribers based on data related to the defined automation trigger. You have several different trigger filters available to you, and you can combine multiple trigger filters to help you narrow the intended recipients of your automation. Which filters appear once you enable Trigger Filters will depend on the automation trigger you selected.

Let's walk through some examples:

Subtotal Filter Line Item Filter

Say we want to create a unique abandoned cart experience for those subscribers building a high-value shopping cart. To do this, we'll need to define what "high-value" is so Postscript knows which subscribers and checkout experiences to pull into this abandoned cart automation.

  1. We set our Automation Trigger as Checkout Started. Available filters will be data associated with checkout (e.g., the items in the cart, discounts, the subtotal, the grand total, etc.)
  2. We add a filter and choose Subtotal Price. That means we're looking at the checkout total before the cost of shipping and taxes.
  3. We set our refinement filter as Greater Than so Postscript knows to include any checkout with a subtotal amount greater than the one we'll define.
    • Why not Greater Than Or Equal To? We could absolutely choose this option if we also wanted to include the subtotal value of exactly $100.00.
  4. We set our value as $100.00

What will this look like? Postscript will flag any "Checkout Started" event with a shopping cart subtotal greater than $100.00 as high-value and pull that subscriber into this abandoned cart automation.

Define User Filters


Similar to trigger filters, user filters flag subscribers based on data related to the defined automation trigger. The difference here is the automation triggers are user-specific, not order-specific. Rather than Checkout Started or Order Created, user filters appear for Keyword Triggered and Subscriber Created (Popup, Keyword, or API).

You have several different user filters available to you, and you can combine multiple user filters to help you narrow the intended recipients of your automation. Which filters appear once you enable User Filters will depend on the automation trigger you selected.

Let's walk through some examples:

Keyword Triggered Total Spent

Say we host an end-of-summer giveaway. To enter, individuals simply need to opt-in by texting the keyword ENDOFSUMMER2021 to our short code. Once they do, we want them to be part of a unique welcome series that includes an entry confirmation message and an introduction to our brand.

  1. We set our Automation Trigger as Keyword Triggered
  2. We choose the user filter Keyword Triggered.
    • Why not Keyword Most Recently Triggered? Some brands run several promotions or have different keywords in play for campaigns, keyword-triggered conversation flows, etc. Keyword Most Recently Triggered would only look at the last keyword a subscriber texted, but we want to make sure that if a subscriber ever texted in our giveaway keyword, they're included.
  3. We set our refinement filter as Equals so Postscript knows to only include subscribers who texted in our giveaway keyword.
  4. We choose our desired keyword, ENDOFSUMMER2021.

Get Support


Have questions? Please feel free to reach out to our wonderful Support team at support@postscript.io or via live chat. You can also submit a support request here!

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