Email Received Filters: React to incoming customer communication. They check subject keywords, body text, sender addresses, and timing to auto-acknowledge, route, or escalate emails.
Person (Contact) Filters: Ensure workflows target the right contact details. They validate that email addresses or phone numbers exist and allow segmentation by contact source or ID. This ensures communication is accurate and personalised.
Email Filter List:
Filter name | What it detects | Example use case |
Body text | Full body text keywords | Route “bank details changed” to finance |
Date received | Date/time received | SLA alerts if no reply in N hours |
Email address from | Sender email | VIP routing |
Email received content | Keyword match in parsed content | Auto‑tag “refund request” |
Name from | Sender person or company | Personalise reply |
Subject | Subject line keywords | Auto‑acknowledge “delivery failure” phrases (use commas as OR). |
Person (contact) Filter List:
Filter name | What it detects | Example use case |
Contact email | Email associated to the contact | Route to primary invoice contact |
Contact name | Contact name | Use in personalization |
Contact source | Source system of the contact | Clean‑up imported contacts |
Contact Source ID | ERP/source ID | Upstream sync checks |