All campaign filters are based on synced data from your BMS. In Pathway, data is organized into categories.
Contact-Level Information
These fields relate to the individual contact and can be used in filters:
- Name
- Email address
- Phone number
- Date added
- Birthday
- Account handler / account executive
- Branch code
- Address/location
Policy-Level Information
These fields relate to individual policies:
- Policy status (Live, Lapsed, etc.)
- Product target (e.g., Property, Commercial Combined)
- Policy subtype
- Carrier
- Effective date
- Renewal date
- Payment method
- Outstanding balance
Other Available Filters
Depending on your setup, you may also filter by:
- eDocs
- RFQs (Requests for Quote)
- Opportunities
- Activities (e.g., opened, closed, synced date)
- Claims (e.g., date opened, date of loss, status)
Filters vs. Triggers
Filters
Filters define who qualifies for a segment.
Example:
- Policy status = Live
- Product target = Property
- Branch code = London
These narrow the audience.
Triggers
Triggers determine when a campaign sends.
Triggers are typically date-based fields, such as:
- Date added (contact-level trigger)
- Policy effective date
- Policy renewal date
- RFQ effective/renewal date
- Activity opened/closed date
- Claim opened/closed date
You may use many filters, but only specific fields act as triggers:
Examples of campaign specific triggers.
Welcome campaign → New client
Pre-renewal campaign → Policy Renewal Date
Cross-sell campaign → Policy Effective Date
eDelivery → Document Download