Advanced emails addressing

In addition to regular emails using tags or specific email addresses, SALESmanago has advanced capabilities for addressing mailings to an interested audience. The list is long, therefore for your convenience, we divide it into two basic groups:

  • Advanced recipient filtering
  • Advanced group of contacts

All the methods that can be used to select a group of contacts in management.



In order to filter the contacts, you can go through several paths






  1. Advanced contact filtering
    a) properties filtering
    b) scoring filtering
    c) email filtering
    d) tag filtering
    e) domain filtering
    f) tag scoring filtering
    g) phone number filtering
    h) date filtering
    i) age filtering

  1. Advanced address filtering

1.  In addition to entering a contact in the ‘Addressee’ field, we can customize filtering.

2. Clicking the box, “use custom filtering”, to have several options:

IMPORTANT: After you schedule an email to be sent later, you can change only the content of the template (pictures, text, links and so on). Changes to other settings will not apply to the scheduled email. Learn how it works


Note: Advanced filtering has no direct ability to filter the contacts that you want to exclude.

Tick check box to display the list of available filtering options:


The desired filtering mode can be selected by ticking the check box next to its name; once done, you will see a window for introducing the settings.

[A] Properties filtering


There are additional details that you can add, for example when importing a database. Using properties you can add details to the system that will not fit for the contact card in ‘Details’ – for example, the gender of the contact; you can filter out men from a newsletter and send them a different one.

Use the mathematical operator “=”, if the value of the property is equal to the preset number, as well as “<” and “>” for less than or greater. For variable values use, “~”.  If you do not want to set the value, leave the default sign, “-“.

Example: Your newsletter database has 100 000 contacts 40% male, 60% female.  Each of the contacts in the system is assigned a detail “gender”. Men take the value of M, women – F.

Let’s say you prepared 2 newsletters for a Women’s Day. One is a promotional newsletter for women and the other one encouraged men to buy a gift. With advanced filtering you can use the newsletter tag and then set the filter for gender.

[B] Scoring filtering

Filter by scoring allows you to send a message to only those contacts that have a certain score. High, low or any other value you choose.


Example: You want to send a special promotion only to those people who have low scores. Determine what score is considered low. Let’s say your contacts have an average score of 350. Then you can consider that a score less than 100 is low. Load the entire database and set the filter to less than 100 points.

[C] Email filtering

Filtering by email is a useful feature. You can set the filter to set how many emails will be sent, opened or clicked.  Similarly to the previous filters, you can set the number of messages to be higher, lower or equal to the those that are important to you.


Example:  We have observed that there are several people who open our newsletters but never click on any links inside.  So we would like to send them a template with an attractive promotion.  Here we can send it to those who have opened 3 or more emails, but never clicked.

[D] Tag filtering

In this case we have a choice of three separate options for tags. We can filter by when it was created, who has all tags and by any of the following tags.


Example: You have set segmentation matrix that assigns the tag “Interested_in_pricing”, for those who visited the pricing of your services. You want to send an email with a special promotion but only to those who had this tag at the beginning of April as you had different pricing before then.  That is why filter by this tag is available so your new promotion will only be sent to those who are familiar with a new pricing.

[E] Domain filtering

SALESmanago allows you to send emails only to addresses that have established domains. For example, certain companies or email providers,  like Gmail. You can use it to send emails tailored to those that use certain email provider. For example, Gmail converts links to films on YouTube and creates small thumbnails when sent through their system.  You can also send to Gmail video materials and they will be converted. Placing them in the body of the email significantly increases CTR.


When you filter by domain, enter the domains separated by a comma.

[F] Tag scoring filtering 

An additional extension to filtering by tags is filtering by the tag’s score (the contact’s score is shown next to a particular tag).

To select a filtering detail, tick the appropriate check box next to the desired option.


[G] Phone number filtering

This option enables you to send messages to contacts for which you do not have a phone number on a contact card. To select a phone number filtering, click check box next to phone number and choose one of two options: available (if you want to choose contacts with phone number from your database) or not available (if you want to choose contacts without phone number from your database).


[H] Date filtering

Contacts stored in the database can be filtered by date. This will allow you to send messages or import contacts whose activity has been recorded within a particular time framework. You can select one of the following three options:

  • created – a period of time when a contact was added to the database – e.g. by being uploaded to the system, subscription for the newsletter, etc.
  • modified – a period of time, when a contact information such as name, address, phone number was modified. Modification is not related to tags – that is: contact details.
  • last visit – period of time, when a contact demonstrated activity on the monitored page.

If you are interested in filtering by the date of adding a tag, you will find such an option in tag filtering.

To select a filtering detail, tick the appropriate check box next to your preferred option.


[I] Age filtering

SALESmanago enables its users to filter contacts according to the age. If your database contains data on a contact’s date of birth, then the system will automatically calculate the contact’s age. This is an extremely useful feature if you are interested in delivering a particular message to a specific group of contacts. If you wish the system to select e.g. only 18-year-olds, set the age group as 18 to 18.


ADDITIONALLY: You can use selectors to address mailings. For more information on selectors for addressing mailings click here

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