BlastWizard for AppExchange - Segmentation Operators

There are a number of ways to create your recipient list when setting up an email job in BlastWizard for AppExchange:

1. Choose recipients from an existing Campaign
2. Create your list by segmenting your Leads & Contacts
3. Use external list only

If you choose to segment your leads or contacts, you will need to define the filtering condition for your search criteria. Here is the list of operators that you can use:

Equals (=)

Use this operator for exact match.

 Example: First Name EQUALS John

Not Equal (!=)

Use this operator to display records that do not have the value you enter.

 Example: Industry NOT EQUAL Financial Services

Less Than (<)

Use this operator to obtain results that are less than the value you enter.

 Example: Date LESS THAN 04/01/2009 

Less Than or Equal to (<=)

Use this operator to obtain results that are less than or equal the value you enter.

 Example: Date LESS THAN or EQUAL TO 2009-04-01  

Greater Than (>)

Use this operator to obtain results that exceed the value you enter.

 Example: Annual Revenue GREATER THAN 10,500,000  

Greater Than or Equal to (>=)

Use this operator to obtain results that match or exceed the value you enter.

 Example: Employees GREATER THAN or EQUAL TO 100 

Contains

Use this operator to obtain results that include all or part of your search string.

 Example: Email CONTAINS @boomerang.com

Does Not Contain

Use this operator to eliminate results that do not contain all or part of your search string.

 Example: Comments DOES NOT CONTAIN Not Interested 

Starts With

Use this operator to find records that start with your search string, but not the entire value.

 Example: Phone number STARTS WITH (650)

Ends With

Use this operator to find records that end with your search string, but not the entire value.

 Example: Company ENDS WITH Inc. 

Is Empty

Use this operator to find records that do not have a value for your filter-by field.

 Example: Annual Volume IS EMPTY 

Is Not Empty

Use this operator to find records that have any value for your filter-by field.

 Example: Zip Code IS NOT EMPTY 

Match Any (separate by comma)

Use this operator to match more than one value for your selected field. Use commas to separate the different values.

 Example:  State MATCH ANY Ca, NV, NM, OR, WA 

Do Not Match Any (separate by comma)

 Example: Country DO NOT MATCH ANY Canada, United States, USA, US

Includes

Use this operator when filtering from a multi-select picklist field (in which multiple items can be selected) to find records that contain one or more of the values in the list. A semicolon is used as a special character to specify AND, when searching for records with more than one item selected. Each item selected should be enclosed in sigle quotes.

 Example: Newsletter Category INCLUDES email marketing;SEO, CRM
(will show results for people selected to receive both  email marketing and SEO newsletters, as well as people who just selected to receive CRM newsletters)

Excludes

Use this operator when filtering from a multi-select picklist field (in which multiple items can be selected) to find records that do not contain one or more of the values in the list. A semicolon is used for AND, and each item selected should be enclosed in single quotes.

 Example: Communication Type EXCLUDES Phone;Fax
(Will show results for people who did not want to be contacted by phone and fax)