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Customer actions are tied to things like participation in campaigns, product views, order placement, and more. You can filter information across any of these actions by picking the right action template. In this article, we’ll use action templates based on campaign participation. As an example, we’ll work with two campaigns named “First Campaign” and “Second Campaign”. There’s the “First Campaign,” and there’s the “Second Campaign.” Each one has its own action template that tracks who participated.

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Use cases

Here are the most common ways to combine two or more action templates inside a single filter.

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Customers who have at least one of the actions

Use this when you want to reach everyone who participated in either campaign (or both). Add both action templates and combine them with an OR condition. A customer matches the filter if they have the first action, the second action, or both.

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Customers who have only “First Campaign” and not the second

Use this when you want people who participated in the first campaign but did not participate in the second. Combine a positive condition on the “First Campaign” action template with a negative condition (does not have) on the “Second Campaign” action template, joined with AND.

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Customers who have only one of the actions

Use this when you want people who participated in exactly one of the two campaigns — either the first or the second, but not both. Build it as two branches joined with OR:
  • Has “First Campaign” AND does not have “Second Campaign”, or
  • Has “Second Campaign” AND does not have “First Campaign”.

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Customers who have both actions

Use this when you want only the customers who participated in both campaigns. Add both action templates as positive conditions and join them with AND. A customer matches only if they have both actions.

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Customers who have none of the actions

Use this when you want people who participated in neither campaign. Add both action templates as negative conditions (does not have) and join them with AND — the customer must be missing both actions. It’s also correct to express the same idea as a single negation: NOT (has “First Campaign” OR has “Second Campaign”). Both forms return the same set of customers.

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Exclude customers who have both actions at the same time

Use this when you want everyone except the customers who have both actions. Wrap the combined condition (has “First Campaign” AND has “Second Campaign”) in a NOT. The result includes customers who have only one of the actions, as well as customers who have neither — and excludes only those who have both.

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Learn more

For a deeper walkthrough of how filters work, including video lessons and hands-on exercises after each lesson, check out the Maestra filters course. The action templates lesson is also available as a standalone video.