After you create a campaign, you will be directed to the Marketing Details. This is where you can fine tune the campaign to reach your target audience by adjusting the filters. Filters are a powerful tool that pull from many different places within ServiceMonster to create your campaign.

1. To add or adjust filters, click on the Filters tab.

2. To add a filter, click on the Add Filter button. This will add a filter to the list.

3. Choose a filter from the drop down menu and two fields will be added to the right. As an example, you can filter by Average Invoice amount by choosing the Order: Average Invoice filter.
4. Select an expression from the drop down menu. For this example, select Greater Than.

5. Next to the expression, enter a value. Once these three fields are added, this filter will include customers with an average invoice of more than $200.
6. Once you have finished editing the filters, click on the Save button.

Advanced

There are several advanced ways to use filters as well. Here are some examples:

• To include multiple filters based off of the same field, click on the Or button. This would be useful to add multiple zip code or city filters.
• Include the filter Contact: By This Campaign to not send duplicate emails to a customer within a certain time frame [i.e. 30 days].
• To see a preview of which customers are included in the campaign, click on the number next to Accounts found.
• When creating an Export Campaign, uncheck the box on the left of the filter to not filter by that field, but include it in the list.
• To remove a filter, click on the X button.