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Filtering recipients by custom field
  • Vote Up0Vote Down menathormenathor
    Posts: 2Sendy user

    Hey Ben,

    Awesome program, love the interface and speed. Seems very robust too. I'm coming from PHPlist, which was also great but a lot more clunky. One thing that we really miss is ability to send to only certain members of a list, filtered by country and also custom fields. At the moment we can't use Sendy as our "subscriber database" like we could with phplist. We can just use Sendy as the front end for sending emails. Reason is, if we want to send a campaign to a specific subset of subscribers we need to export the list, filter it manually in excel, then reimport a new list for that campaign. I imagine a lot of people would love this feature - it would make sendy much more powerful! Any plans to add something like that in the future?

  • 59 Comments
  • Vote Up0Vote Down BenBen
    Posts: 3,228Sendy support

    Yes that is in my plans. Thanks.

  • I also want to say thanks, great program.

    I'm coming from MailChimp. But I do really miss list filtering and segmentation. Having to import a new list means no unsubscribe flag, amongst other issues. Hope to see this soon. ;)

  • Yes, great program. Sendy is excellent.... I also miss filtering and segmentation and idea Ben on ETA for when that may be available?

  • I have been working on an addition module to create filtered lists as it seems to be something that Sendy really needs. This was the quickest and easiest way I thought a filtering option could be added.

    Maybe somebody else can use some of these ideas.

    1. I added a new custom field type called numeric to be able to filter by a numeric range. https://dl.dropboxusercontent.com/u/14569277/Screenshot 2013-11-21 20.26.23.png

    2. I created a new option under Lists & Subscribers called Create filtered list. This will allow you to chose the master list which contains the custom fields you want to sort on. https://dl.dropboxusercontent.com/u/14569277/Screenshot 2013-11-21 20.26.44.png

    3. Once you select the master list it checks which custom fields are available on this list and displays the appropriate filtering options. I still need to do some work here, but the basic implementation works great. https://dl.dropboxusercontent.com/u/14569277/Screenshot 2013-11-21 20.27.41.png

    4. Once you have chosen your filter parameters it will allow you to confirm your selection and show you have many records are being filtered out. https://dl.dropboxusercontent.com/u/14569277/Screenshot 2013-11-21 20.27.57.png

    5. When you confirm it creates a new list for you and automatically imports the filtered users in to the new list. You can then use this list for your targeted campaign. https://dl.dropboxusercontent.com/u/14569277/Screenshot 2013-11-21 20.28.19.png

    Once I have finished this I have no problem sharing the code, if that is allowed?

    Hope this gives the Sendy devs some more ideas :D

  • Hi there,

    I'd like to second the need for filtered list. We are offering newsletters to our customers, but depending on the customer we may want to send them different versions of that newsletter, or not sending newsletters to some customers at all. Let's say if a customer buys product A, we would like to promote the complementary product B. But if he doesn't buy product A, then there's no point of promoting product B, so we will not include him in this newsletter.

    I'd say filtering is a crucial feature in order to keep the relevance (and hence the acceptance) of newsletters high.

    I am aware that I can create new lists, but this would make the subscribe/ unsubscribe feature very hard to manage.

    What we want to do is that:

    • Include all customers in an initial newsletter, allowing them to unsubscribe
    • Then send newsletters to certain segments of the entire list (e. g. customers in the north require different products than those in the south)

    Is there any way of doing this?

    Any input would be greatly appreciated!

  • Vote Up0Vote Down marqpdxmarqpdx
    Posts: 1Sendy user

    This is a super-important feature for us, to be able to simply filter a list for any given campaign. Will use export/import in the meantime. Thanks, m

  • +1

  • I Third this Feature! This is a Must. Even make it Quick and dirty like adding a SQL feild, or adding a check box, anything.

    Hell charge us $10 for it, I want it, I need it!

    Guess I'm going to be exporting, Creating a new list, then re-importing.

  • Vote Up0Vote Down usr_martinusr_martin
    Posts: 1Sendy user

    Have been trying to figure out how to do this, I guess it isn't possible.

    Any update on when this may be added? Is it actively being worked on? It was mentioned in August 2013 "it is in the plans"....

  • Vote Up0Vote Down MomentMoment
    Posts: 0Sendy user

    +10 for this. Having lots of customers with different parameters it's important to reach out to subsets of them based on data we are collecting. This is what makes email so powerful is to be personal.

    Any update on this?

  • Vote Up0Vote Down menathormenathor
    Posts: 2Sendy user

    +10 from me as well. Custom field filtering is super important and would be amazing. I have bought sendy but ended up going back to phplist because sending criteria-targeted mailings isn't possible without a lot of manual exporting and importing.

  • We are almost a year further in time, still not implemented. This feature is a must-have for my cliënts to succesfully use Sendy. For example, my cliënt wants a field where the receivers set where they know the brand from. For example from a exposition, so my cliënt can specifically send a newsletter to the people that saw him at the exposition.

    Any update on this please?

  • Vote Up0Vote Down ignaciobignaciob
    Posts: 1Sendy user

    +1 This is a must-have and the UI proposal looks fine.

    Any news??

  • Vote Up0Vote Down DiogoSDiogoS
    Posts: 0Sendy user

    I would also LOVE this feature. The business I work for trying to transitioning to Sendy from using both MailChimp and our own internally developed email system. Our original system (internally developed) uses a single table that adds a record every time a customer purchases a product. Table Fields: Name, Email, Item Title.

    If a customer buys Product A first and then Product B, they have two records in the database. I can search by Item Title and send emails to people who bought Product B. So far, I don't see a way to do that in Sendy. When I import our database to Sendy, all records with duplicate email addresses are stripped out. Now it looks like the customer only bought Product A, there is literally no record they bought Product B.

    Like most businesses, our repeat customers are of immense value to us. We'd love to keep them happy by NOT sending them irrelevant emails because we can't properly target according to their complete purchase history. - Suzanne B.

  • Vote Up0Vote Down rsodrersodre
    Posts: 2Sendy user

    +1000!!

  • +1 for this. When I first looked into Sendy and saw how it leveraged an SQL database on the server I assumed this sort of thing would be possible.

    We already have a table of Users, with different User Types, so figured we'd be able to send a newsletter to all users where UserLevel = 1 or UserLevel = 2 etc

    I assume this can still be done but less directly, ie create a query in SQL, export it out, and import it into Sendy.

  • Any word on this at all? I have a client who have paid their $ and are asking if and when this functionality might be available.

    Updated lists can be exported out from our main table of users based on a filter. But the problem is bringing back in subscribers who may have unsubscribed.

  • I also vote on this! Segmentation is very important in marketing (this is a marketing tool right?), and being able to filter on a custom field is what segmentation is all about. You can achieve that by maintaining multiple lists, but it is tough work....

  • Vote Up0Vote Down joshmvjoshmv
    Posts: 2Sendy user

    +1!

  • Vote Up0Vote Down wsdwsd
    Posts: 3Sendy user

    Howdy - thanks Sendy dev. Robust and all you need and nothing you don't need...

    Our position: we're transitioning our client email marketing from Active Campaign. Read Mail Chimp if you aren't sure what that is. Hundreds of dollars per upgrade over how many years...? And Sendy comes along and blows it out of the water. So Sendy is a real deal, and you're looking in the horse's mouth still? Sendy has been a godsend to us. It does everything we as list managers need. We can custom script activity into it across the server, or use the API. Amazon does all the heavy lifting and cleans our list for us. No more people complaining instead of unsubscribing damaging server rep. Much less wasted time throwing IP addresses into blacklists.

    Re: segmentation/filtering... Question is: do you really need segmentation, or just your clients? All the segmentation/filtering I've seen a client do themselves is crap. Really. A 400 strong list with 40 segments? Come on. And they can still get the logic wrong.

    Let the segment monsters go back to Mail Chimp or wherever, and the rest of us can just crack out the CSV and do some data management and celebrate the purity.

    Sendy has really made us look at who we want to work with, and who wants to work with us (and Amazon) - and those who don't want to work with professionals and need a button instead of a value, happy not to have them. Really.

    I vote Sendy. As it is right now.

  • Vote Up0Vote Down dimscorpdimscorp
    Posts: 5Sendy user

    +1 for the feature

  • Vote Up0Vote Down ludojaludoja
    Posts: 1Sendy user

    +1

  • Vote Up0Vote Down gmgroupgmgroup
    Posts: 2Sendy user

    +1 for filtering

  • Vote Up0Vote Down clooticlooti
    Posts: 4Sendy user

    Any sign of this on the horizon? I am so gutted I can't do this.

  • Same here! it would come very handy. Also maybe the ability to filter on the date of registration.

  • Vote Up0Vote Down mipapomipapo
    Posts: 2Sendy user

    Would be a "must have". Definitively need this.

  • Vote Up0Vote Down tomdeftomdef
    Posts: 5Sendy user

    Hi, any news on this being added? Really need this

  • Vote Up0Vote Down clooticlooti
    Posts: 4Sendy user

    Plus 1 on this..

  • Vote Up0Vote Down doleaguedoleague
    Posts: 23Sendy user

    Any update on this?

  • Vote Up0Vote Down mipapomipapo
    Posts: 2Sendy user

    Would definitely pay 10-20$ just for a new release with this feature... (need it for filtering user languages)

  • Vote Up0Vote Down howdyhowdy
    Posts: 5Sendy user

    It's because the database layout is f*cked up and the developer doesn't care at this time. All critical comments are beeing blocked.

  • +1 for this feature!

  • +1 for this feature here as well!!

  • Vote Up0Vote Down brizzlybrizzly
    Posts: 2Sendy user

    I do need this feature too. Thanks!

  • Vote Up0Vote Down FaisalFaisal
    Posts: 2Sendy user

    +1000 for this feature

  • Vote Up0Vote Down tomdeftomdef
    Posts: 5Sendy user

    Any update on this? Could REALLY do with this feature

  • +1

  • I've been waiting for this since 2012. :)

  • Vote Up0Vote Down SummitLynxSummitLynx
    Posts: 3Sendy user

    +1 (we'd also need it for the users language)

  • Vote Up0Vote Down buzzablebuzzable
    Posts: 14Sendy user

    +1 This is a critical need for any mailing list application

  • Vote Up0Vote Down P4RP4R
    Posts: 1Sendy user

    I'm a new Sendy user and it seems this thread is the latest where list segmetation/filtering option has been discussed. Are there any news or potential ETA when this feature could come? Thanks

  • +1

  • +100

    I'm very surprised this is not part of Sendy after 3+ years of this thread's life... Segments are as integral to email sending as peant butter is to a PB and J sandwich.

  • Vote Up0Vote Down volkanvolkan
    Posts: 1Sendy user

    +101

  • Vote Up0Vote Down flowdeeflowdee
    Posts: 1Sendy user

    +1

  • +1 I've also been waiting for this for years. Importing and exporting is a crappy workaround.

  • Is there any update on this feature? Having been used to this feature in Mailchimp, this is seeming like the one major drawback on Sendy. I'm looking to send the same newsletter that has been previously sent to new subscribers to the list, i.e. people added between Date X and Date Y (with Date Added being a custom field) - Or alternatively, send the campaign to subscribers who have not been sent the email before. etc.

  • Vote Up0Vote Down srwattssrwatts
    Posts: 2Sendy user

    +1 At least I know I wasn't missing something in the software.

    Hate the idea of needing to do lots of uploading and downloading and manual massaging.

  • Vote Up0Vote Down ramenstartupramenstartup
    Posts: 3Sendy user

    +1 This is one major feature that's missing in Sendy...

  • Vote Up0Vote Down FotoTomFotoTom
    Posts: 5Sendy user

    +333 Anything new about this Ben?

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