Deep Dive Into MassMailer List View Filters and Options

MassMailer’s list view filters and options efficiently segment your contacts, leads, and custom objects within Salesforce. Whether you need to target specific audiences, apply conditional filtering, or segment lists based on date ranges, MassMailer allows you to refine your outreach.

This guide will help you understand and implement MassMailer’s advanced filtering features.

MassMailer List View Filters

 

 

List view filters in MassMailer are highly customizable and allow you to filter records at two levels:

• Current Object Fields: These are fields belonging to the object you are filtering (e.g., a contact or lead).
• Parent Object Fields: Fields associated with a related object (e.g., account fields when filtering contacts).

How to Create a MassMailer List View

• Go to the Mass Managers tab and click the “New” button to start.
• Select a target object; choose between contacts, leads, or custom objects.
• Pick your filter fields and set conditions (e.g., “Equals,” “Contains,” “Is Blank”).
• Check your refined list before saving or exporting it.

Different Filter Types in MassMailer

 

 

MassMailer allows you to filter in the following ways:

Filtering by Text Fields (String Values)

 

 

You can apply filtering based on text values using operators like:

• Equals (e.g., First Name = “David”)
• Not Equals (First Name ≠ “David”)
• Contains (Company Name contains “MassMailer”)
• Not Contains (Email does not contain “spam“)
• Is Blank/Is Not Blank (Check missing values)

For example, if you want to target all contacts working at Salesforce, set Account Name → Contains → Salesforce

Filtering by Lookup Fields (Parent Object Filtering)

You can filter child objects based on their parent object attributes.

For example, to find contacts linked to a specific company, use Account Name → Equals → “Tech Solutions”. To exclude certain parent records, use “Not Equals” or “Does Not Contain.”

Filtering by Boolean Fields (Checkbox Values)

Boolean fields are True/False (Yes/No) values, such as Email Opt-Out.

For example:

• Find contacts who have opted out of emails: Email Opt-Out → Equals → True
• Find contacts who are still subscribed: Email Opt-Out → Not Equals → True

Filtering by Picklist Values (Dropdown Fields)

Picklist values allow filtering based on predefined categories.

For instance, to find leads in the “New” or “Prospecting” stage: Lead Status → Includes → New, Prospecting

Filtering by Date Fields (Relative Date Filters)

MassMailer supports relative date filters, including Today, Yesterday, This Week, Last Month, Last Year, and Last 90 Days.

 
 

Combining Multiple Filters for More Precision

One of the most powerful aspects of MassMailer list view filters is the ability to combine multiple filter conditions. This allows you to create highly specific segments based on different criteria.

Example: Targeting High-Value Leads

Let’s say you want to send a personalized follow-up email to:

• Leads created in the past 60 days
• Leads with a score above 80
• Leads who have opened at least one email

You can set up filters like this:

• Created Date → Greater Than → Last 60 Days
• Lead Score → Greater Than → 80
• Email Engagement → Includes → Opened

This allows you to focus on engaged prospects, ensuring higher response rates. Using multi-condition filtering helps you create dynamic and highly optimized lists for marketing campaigns.

Managing Large Datasets with MassMailer Filters

When dealing with large datasets in Salesforce, performance is crucial. Here’s how you can make sure your filtering is efficient:

Best Practices for Handling Large Lists

• Use Specific Date Ranges: Instead of “All Time”, use “Last 30 Days” or “This Year”.
• Avoid Wildcard Filtering: Wherever you can, use “Equals”; this will help reduce search slowdown.
• Limit the Number of Records: If you deal with more than 50,000 records, break them up into smaller chunks.
• Optimize Lookup Field Queries: Instead of searching across multiple parent objects, focus on one primary lookup field.