Messages: Filters

Evessio provides a list of system filters with a description of which users and actions will be included: 

To create a custom filter, select the system filter that is closest to what you require from the dropdown. Click the blue pencil next to it and then click "Clone filter".

Name the filter and give it a description. 

There are 3 criteria options: Order Status, Transaction Status and User Role and Status. You can use some or all of the criteria in your filter. Select which criteria you would like to include from the dropdown and click "Add criteria". 

Within each criteria you can further define which status or roles you would like to be included. To see the options click the blue arrow on the right hand side of the criteria box. Select which options you wish to include in your filter.

The options for each criteria are:

You must then insert logical joins to instruct how the criteria should relate to one another. To change the order of the criteria click the blue navigation arrows.

Once you have selected your criteria and logical joins you can see how many accounts meet your criteria and will receive the mailshot. Mailshots can only be sent to the full list of recipients. They cannot be sent to individual accounts.  

When you are happy with your filter click "Save". It will now be stores in the filters dropdown menu where it can be used for future Mailshots.