How to filter recipients based on campaign activities

In this article, you will learn how to filter recipients based on their campaign activities and download the activity report.

In Email Drip Campaigns, you can filter recipients based on various parameters, such as their status, email activities, and more.

With recipient filtering, it’s possible to create groups of recipients who meet your filter criteria.

For example, you wish to identify recipients of a specific campaign who haven’t opened any emails or haven’t clicked any links. In that case, you can create a segment that contains only those recipients and move them to another list for the re-engagement campaign.

Recipient statuses

Active: The campaign is still running for this recipient.

Paused: Sending for this recipient is stopped. To relaunch the sequence for this recipient, change their status to Active.

Finished: The system sets this status automatically when a campaign is completed for a recipient. It can’t be set or changed manually; this status is terminal.

Unsubscribed: The system sets this status when a recipient unsubscribes from the campaign.

Moved: The system sets this status if you move the recipient from one list to another. The sequence stops for the recipients with Moved status, and you can’t change their status to Active.

Over Limit: The system sets this status automatically if you have exceeded email sending limits. To relaunch the sequence for such recipients, make sure your limits have been reset and change the recipients’ status to Active.

Bounced: The system sets this status automatically if the message wasn’t delivered to the recipient and a bounce was detected. For the recipients with Bounced status, the sequence stops. You can change it to Active and bounced email(s) will be re-send. But note that sending to bounced emails may affect your deliverability.

Auto-replied: The system sets this status automatically if we detect an auto-reply message from the recipient. For recipients with Auto-replied status, the sequence stops. You can switch their status back to Active to continue sending the sequence. 

Deleted: The system sets this status automatically if you remove the prospect from the campaign’s prospect list. For the recipients with Deleted status, the sequence stops. There is no possibility to change the recipients’ status to Active.

No-send: The system sets this status if the recipient’s email address has been added to the account’s Do-not-email List. This status is terminal. You can change it into Active status only by removing the recipient’s email address from the Do-not-email List.

Locked: The system sets this status if the email campaign has been launched for the prospect, but the recipient has deleted their data from Snov.io and can’t be contacted through the platform anymore. It can’t be set manually; this status is terminal.

If the prospect replies to your email campaign, they will receive Replied or Replied from another email status. If you have checked the Stop after a reply option for the campaign, the sequence will automatically stop for such recipients. You can continue sending the campaign to recipients who have replied by changing their status to Active.

Filter recipients

In this tutorial, we will create a recipient segment consisting of those who have viewed at least one email and clicked on a link.

To get to a Filter menu, open the overview of the required campaign on your campaigns list. 

1. Select Recipients tab.
2. Click on Filter to begin creating a filtering condition.

Select one or multiple filters from the menu to filter recipients based on:

• Status: their status in this campaign
• Views: how many times they opened your emails
• Clicks: how many times they clicked a link 
• Replies: how many times they responded to your emails
• Sent: how many emails were sent to them in this campaign 
• Delivered: how many emails were delivered 
• Goals: whether they reached a Goal element in your sequence
• Emails: select to display recipients who received a certain email from your sequence 

After selecting the necessary filters, click the Apply button.

Manage your filtered list

Once you have created a recipient segment, you can further manage it as needed using the available set of actions.

Click the square icon near the Email address column to select the segment.

Select the quick action to perform with this segment in bulk.

1. Move to list: move selected recipients to another prospect list.
2. Change status: change the status to Active or Paused.
3. Create deal: create deals for prospects in the CRM to manage further.
4. Add to do-not-email list: add selected recipients to a blacklist if you don’t want to email them again.

Export recipient activity reports

After filtering the recipients, you can export the segmented list to a CSV file.

The following information will be included for each recipient:

• Event time

The time and date when the activity occurred is shown in your timezone.

• Event type (sent, open, click, reply, bounce, etc.)
• Email number and subject line

The subject line of the email in which the activity occurred is displayed, along with a number indicating its order in the sequence of emails sent to that recipient. The first email sent is numbered #1, the second is #2, and so on.

• Recipient email
• Recipient name

Click Export → Recipient activity report in the top right corner.

Choose a period for export: from Today to 31 days.

Click the Export button to download activity report.

Have more questions? Feel free to contact us at help@snov.io or via live support chat.