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Using categories as segment filter #92

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PixelGarden opened this issue Oct 28, 2019 · 4 comments
Closed

Using categories as segment filter #92

PixelGarden opened this issue Oct 28, 2019 · 4 comments
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enhancement New feature or request

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@PixelGarden
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Segments is a great way to decide exactly which users to send mails to, but one functionality I am missing is to be able to add segments based on categories.

Adding the category field as possible segment filter would be really helpful.

@putyourlightson
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Thanks for the suggestion. What operators do you see being most important, for example, "is", "contains", etc. since a category field can contain zero or more categories.

@PixelGarden
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PixelGarden commented Oct 29, 2019

Thanks for getting back to me.

I would like to be able to use it similar to the relatedTo condition in a query.

So let's say we have some category fields attached to the user object in Craft. Then I add the same category fields to Contacts in Campaign.

After importing & syncing users the category fields are successfully copied/populated from the Craft users -> Campaign contacts.

Then, when setting up the segments I would choose a category to filter on and select a category (or multiple) value as filter.

I created a mock-up to visualise it. If I would choose Subscription as segment filter and select a value (in this case "Launch promo", it would select only the contacts which have a "Launch promo subscription".

Category_select

Does that make sense?

@putyourlightson
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That doesn't quite answer the question, but makes sense in general, thanks for clarifying.

@bencroker bencroker added the enhancement New feature or request label Apr 4, 2020
@bencroker
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Just an FYI that this is possible to achieve using conditions in Campaign 2.

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