Filter customization
The filter is able to group and process information. In Albato, you can configure filters not only on a new automation, but also edit the old ones, restarting them with a new condition.
Check out some solutions for different use cases!
Situation:
Every time a sales manager closes a deal worth more than R$10,000, we send a small souvenir to the customer. The HR department is responsible for sending the souvenir. How can we only notify the head of the HR department about transactions that meet the requirements?
Solution:
We were able to filter the data by two parameters: the transaction status and the transaction amount. There are features in all CRM systems, but suppose the company uses amoCRM. To do this, let's create a link with service. The trigger will be the deal status update.
As the information will be sent to the HR service messenger, we can choose Telegram as the data sending service.
What should the filter do?
If the transaction amount exceeds R$10,000 and the sale has moved to completed status, we will send a notification with contact details to the head of the HR department.
We exclude from the description all information irrelevant to the system:
If the transaction amount exceeds BRL 10,000 and the transaction has moved to completed status, please send a notification.
Let's formalize the description:
IF (sale_total value >= 10,000) AND (sale_status = “finished”) THEN (action - send a reminder)
Configuring the filter:
The value 142 in the “Status” field is the code of the transaction step in amoCRM. The code list for your personal funnel steps can be found in the amoCRM connection settings under the “Funnels” tab.
Situation:
To build end-to-end analytics, you only need to send information about successful and lost transactions to Google Analytics. How to do this?
Solution:
Let's filter the data by one parameter: the status of the deal. Let's continue assuming that amoCRM is used by the company.
What should the filter do?
If the deal has gone to completed or lost status, transfer the data about that event to Google Analytics.
Let's formalize the description:
IF (sale_status = "successfully completed") OR (sale_status = "lost") THEN (action - send event to GA)
Configuring the filter:
Note:
The value 142 in the “Status” field is the code of the transaction step “Successfully implemented” in amoCRM. The 143, in turn, indicates “Closed and not implemented”. The code list for your personal funnel steps can be found in the amoCRM connection settings under the “Funnels” tab.
Situation:
We have Jivochat installed on our website. Upon completion of each dialog in the CRM system, a task is set for the responsible operator: to contact the user after some time and request feedback on the service. A certain number of users don't leave contact information, just a name, so there's no point in defining a task in these cases. How to delegate tasks in CRM only if user's name and phone or email are specified?
Solution:
Let's filter the data by three parameters: username, email and phone number.
What should the filter do?
If the user provided their name and phone number, or postal address, then we assign the task to the responsible operator.
Let's formalize the description:
IF (username <> “”) AND (telephone<> “” OR email <> “”) THEN (action – create a task)
<> is the inequality operator.
Configuring the filter:
Consider the following CRM data:
Username ID: 370595
Email ID: 370597
Telephone ID: 370599
To correctly configure the filter, follow these steps:
describe the challenge you are facing;
exclude from the task all unnecessary information — information that does not affect the logic of data processing;
formalize the problem using the logical construction IF … THEN … and the logical operators AND / OR;
adjust the Albato filter according to the boolean expression in the previous paragraph.
When tracing logical constructions, it is worth remembering that:
the logical AND operator has a higher priority than the OR operator;
use “(” and “)” to group expressions;
to change the evaluation priority of the value of a logical expression, use “(” and “)”. to add the expression “(…)” to Albato, click on “+ Add a condition group”.
Did not work? Contact us via chat. We are on hand to help you!
Check out some solutions for different use cases!
Case 1
Situation:
Every time a sales manager closes a deal worth more than R$10,000, we send a small souvenir to the customer. The HR department is responsible for sending the souvenir. How can we only notify the head of the HR department about transactions that meet the requirements?
Solution:
We were able to filter the data by two parameters: the transaction status and the transaction amount. There are features in all CRM systems, but suppose the company uses amoCRM. To do this, let's create a link with service. The trigger will be the deal status update.
As the information will be sent to the HR service messenger, we can choose Telegram as the data sending service.
What should the filter do?
If the transaction amount exceeds R$10,000 and the sale has moved to completed status, we will send a notification with contact details to the head of the HR department.
We exclude from the description all information irrelevant to the system:
If the transaction amount exceeds BRL 10,000 and the transaction has moved to completed status, please send a notification.
Let's formalize the description:
IF (sale_total value >= 10,000) AND (sale_status = “finished”) THEN (action - send a reminder)
Configuring the filter:
The value 142 in the “Status” field is the code of the transaction step in amoCRM. The code list for your personal funnel steps can be found in the amoCRM connection settings under the “Funnels” tab.
Case 2
Situation:
To build end-to-end analytics, you only need to send information about successful and lost transactions to Google Analytics. How to do this?
Solution:
Let's filter the data by one parameter: the status of the deal. Let's continue assuming that amoCRM is used by the company.
What should the filter do?
If the deal has gone to completed or lost status, transfer the data about that event to Google Analytics.
Let's formalize the description:
IF (sale_status = "successfully completed") OR (sale_status = "lost") THEN (action - send event to GA)
Configuring the filter:
Note:
The value 142 in the “Status” field is the code of the transaction step “Successfully implemented” in amoCRM. The 143, in turn, indicates “Closed and not implemented”. The code list for your personal funnel steps can be found in the amoCRM connection settings under the “Funnels” tab.
Case 3
Situation:
We have Jivochat installed on our website. Upon completion of each dialog in the CRM system, a task is set for the responsible operator: to contact the user after some time and request feedback on the service. A certain number of users don't leave contact information, just a name, so there's no point in defining a task in these cases. How to delegate tasks in CRM only if user's name and phone or email are specified?
Solution:
Let's filter the data by three parameters: username, email and phone number.
What should the filter do?
If the user provided their name and phone number, or postal address, then we assign the task to the responsible operator.
Let's formalize the description:
IF (username <> “”) AND (telephone<> “” OR email <> “”) THEN (action – create a task)
<> is the inequality operator.
Configuring the filter:
Consider the following CRM data:
Username ID: 370595
Email ID: 370597
Telephone ID: 370599
To correctly configure the filter, follow these steps:
describe the challenge you are facing;
exclude from the task all unnecessary information — information that does not affect the logic of data processing;
formalize the problem using the logical construction IF … THEN … and the logical operators AND / OR;
adjust the Albato filter according to the boolean expression in the previous paragraph.
When tracing logical constructions, it is worth remembering that:
the logical AND operator has a higher priority than the OR operator;
use “(” and “)” to group expressions;
to change the evaluation priority of the value of a logical expression, use “(” and “)”. to add the expression “(…)” to Albato, click on “+ Add a condition group”.
Did not work? Contact us via chat. We are on hand to help you!
Updated on: 01/12/2022
Thank you!