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Understanding and Using Filters
Understanding and Using Filters
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Overview

Relevic offers a powerful range of filters that allow you to create personalized website experiences by targeting specific audience segments. These filters can be finely tuned using conditions like “match equals,” “not equal to,” or “includes,” and for some filters, date-specific options like “before,” “after,” or “within the past X days” can be applied. In this article, we’ll explain the different filters available in Relevic, with practical examples and in-depth use cases.


1. Visitor Filters

Description: Visitor Filters allow you to target users based on their interaction with your website, such as how many times they’ve visited or viewed specific pages. You can further refine these filters using time-specific conditions, like targeting visitors who interacted with your site before or after a certain date.

  • First Visit: Targets users visiting your website for the first time.

    • Example: A visitor lands on your site for the first time, and you offer them a 10% discount to encourage them to make a purchase.

    • Conditions: You can specify if the first visit occurred before or after a specific date, or within the last X days. For instance, you could target first-time visitors from the last 30 days.

  • First View: Targets users who are viewing a specific page for the first time.

    • Example: If a user visits your "Pricing" page for the first time, you can display a special introductory offer.

    • Conditions: Similar to First Visit, you can refine this filter with date-specific conditions like “before,” “after,” or “within the past X days.”

  • Multiple Page Views: Tracks how many times a visitor has viewed a particular page. This is especially useful for identifying highly engaged visitors.

    • Example: If a visitor has viewed your product page five times, Relevic can trigger a pop-up offering free shipping.

    • Conditions: You can set thresholds such as "viewed at least 3 times" or "viewed less than 5 times."

  • Last Visit: Targets users based on their most recent visit to your website.

    • Example: If a user hasn't returned to your site in 30 days, you can display a re-engagement banner offering a special discount.

    • Conditions: You can set a condition like "Last Visit occurred before [date]" or "Last Visit in the past 7 days."


2. UTM Parameter Filters

Description: UTM Parameters are used to track traffic sources, mediums, and campaigns that drive users to your website. You can use these parameters to personalize content for visitors based on the source of traffic, such as a social media campaign, email, or paid ad. Relevic allows you to apply conditions like "equals," "not equals," or "includes" for fine-tuned control over the personalization.

  • UTM Source: Identifies the source of traffic, such as "Facebook," "Google," or "email."

    • Example: If a visitor arrives via a UTM source "email," you can show them a special offer tied to your email campaign, such as "Exclusive 20% Off for Email Subscribers."

    • Conditions: You can apply conditions such as "Source equals 'email'," "Source not equals 'Google'," or "Source includes 'Facebook'."

  • UTM Medium: Tracks the type of traffic medium, such as "CPC" (cost-per-click), "email," or "organic."

    • Example: Visitors arriving through CPC ads (e.g., from Google Ads) can be shown a conversion-focused landing page with strong calls to action like "Shop Now" or "Get a Free Quote."

    • Conditions: Options include "Medium equals 'CPC'," "Medium not equals 'organic'," or "Medium includes 'email'."

  • UTM Campaign: Refers to the specific campaign name that drove the traffic, such as "summer_sale" or "new_arrivals."

    • Example: If a visitor comes from a campaign named "holiday_promo," you can display holiday-themed content or discounts on the landing page.

    • Conditions: You can use conditions like "Campaign equals 'summer_sale'," "Campaign includes 'promo'," or "Campaign not equals 'spring_launch'."

  • UTM Term: Tracks specific keywords that visitors searched to reach your website. This is mostly used in paid search campaigns.

    • Example: If a visitor arrived using the search term "buy winter jackets," you can show them a winter apparel category page or personalized recommendations for winter jackets.

    • Conditions: You can set conditions like "Term equals 'buy_winter_jackets'" or "Term includes 'discount'."

  • UTM Content: Used to differentiate between versions of content, such as different ad creatives or variations of an email.

    • Example: If you’re testing two different ads with unique UTM content values, visitors who clicked on the ad featuring "blue_banner" can be shown a landing page with a matching blue design.

    • Conditions: You can apply conditions like "Content equals 'blue_banner'" or "Content not equals 'red_offer'."

  • UTM ID: Refers to the ID of the specific campaign, helping to track and identify individual campaigns.

    • Example: A visitor arriving through a campaign with UTM ID "1234" can be shown content specific to that campaign, such as highlighting a limited-time offer or special promotion.

    • Conditions: You can use "ID equals '1234'" or "ID not equals '5678'" to personalize content based on specific campaigns.


3. Query Parameter Filters

Description: Query Parameters allow you to pass custom variables through the URL. These parameters offer flexibility in how you tailor the experience for users arriving with specific identifiers.

Example: A URL like ?user_type=premium or ?campaign=VIP_user can trigger personalized content, such as exclusive offers for premium members or VIP customers.

Conditions: Relevic allows you to set conditions like "Query Parameter equals 'user_type=premium'," or "Query Parameter includes 'VIP'."


4. Location Filters

Description: The Location Filter enables you to tailor website content based on the visitor’s geographic location, targeting users at the country, region, or city level. This is particularly effective for local promotions or country-specific content.

  • Country-Level Targeting: Targets visitors based on their country.

    • Example: For users from the U.K., you can display a "Free Shipping to the U.K." banner, while users from Canada see "Free Shipping to Canada" promotions.

    • Conditions: Conditions like "Country equals 'United Kingdom'," "Country not equals 'United States'," or "Country includes 'Canada'" can be used.

  • State/Region-Level Targeting: Refines targeting further based on state or region.

    • Example: A U.S. visitor from California might be offered a special "California-Only Deal" on specific products.

    • Conditions: You can set "State equals 'California'," or "Region includes 'West Coast'".

  • City-Level Targeting: Targets users from specific cities.

    • Example: A restaurant chain with locations across London could offer a 10% discount to users visiting the site from within the city.

    • Conditions: "City equals 'London'," or "City not equals 'New York'."


5. Referrer Filters

Description: The Referrer Filter allows you to personalize content based on the website or page that directed the visitor to your site. This is ideal for partnerships, affiliates, or internal site navigation.

  • External Referrals: Personalizes content for visitors coming from external sources like blogs or partner websites.

    • Example: If a visitor arrives from a blog post reviewing your product, Relevic can display a personalized message such as "Thanks for visiting from [Blog Name]! Here’s an exclusive discount just for you."

    • Conditions: You can set "Referrer equals '[blog_url]'" or "Referrer includes '[partner_site]'".

  • Internal Referrals: Targets users based on which internal page they navigated from, such as the pricing or blog page.

    • Example: If a visitor moves from your pricing page to the homepage, you can display a reminder of the plan they viewed, encouraging them to convert with a personalized discount.

    • Conditions: You can use conditions like "Referrer equals '[pricing_page_url]'" or "Referrer includes '[product_blog]'."


6. Template Filters

Description: The Template Filter in Relevic empowers you to personalize content across multiple pages that share a common URL structure but differ in their slugs. Instead of applying personalization manually to each page, the Template Filter allows you to define a sample URL, specify which part of the URL will be dynamic, and apply personalization rules across all pages that fit the template.


How the Template Filter Works

  1. Defining the Sample URL: The first step is to provide a sample URL that represents the general structure of the pages you wish to personalize. For example:

  2. Identifying the Variable Slug: Once you’ve provided the sample URL, you need to specify which part of the URL will be dynamic (the slug). In the provided example URL, "halloween-personalization-ideas" is the slug that changes between different blog posts.

  3. Uploading a CSV File: To apply the same personalization to multiple pages, you can upload a CSV file containing a list of the slugs for all the pages you want to personalize. Relevic will then apply the personalization to each of these pages.

    Example CSV entries:

4. Setting Conditions: You can refine the Template Filter using conditions such as "included" or "not included" to determine which pages the personalization should apply to.

Example: Let’s say you want to apply the personalization to all your blog posts except for one. You can set a condition to "not include" the slug of that specific post, ensuring that the personalization is applied only to the relevant pages.


Use Case Example

Let’s assume you are running an e-commerce store and want to apply a "Free Shipping" banner across all products in the "electronics" category:

  • Variable Slug: In this case, the slug is the product name, such as "laptops," "televisions," or "smartphones."

  • CSV Upload: You can upload a CSV file listing all the electronics product slugs (e.g., "laptops," "televisions," "smartphones") so that Relevic applies the "Free Shipping" banner to all these product pages.

  • Conditions: You can set a condition to "include" only the slugs listed in the CSV or "exclude" specific products, like accessories, from the personalization.


7. Variables Filters

Description: Variables Filters allow you to capture specific data variables embedded within your website, such as customer status or product interest. This is particularly useful for logged-in users or known customers.

  • Example: If a logged-in user is identified as a "Premium Member," Relevic can trigger personalized content like exclusive discounts or VIP product recommendations.

    Conditions: Conditions such as "Variable equals 'Premium'," or "Variable includes 'Gold_Member'" can be used to create a personalized experience.


8. A/B Testing & Multivariate Testing Filters

Description: Relevic’s A/B and Multivariate Testing Filters let you test different variations of a webpage to determine which version performs better.

  • A/B Testing: Splits traffic between two versions of a page, allowing you to see which one drives better results.

    • Example: A clothing retailer could test two headlines on a landing page—"Shop New Arrivals" vs. "Exclusive New Collection"—and determine which headline leads to more conversions.

    • Conditions: You can assign "50% of traffic to variation A" and "50% to variation B," or adjust traffic distribution as needed.

  • Multivariate Testing: Tests multiple variations of a page simultaneously.

    • Example: Test different combinations of images, CTAs, and headlines to see which combination results in the highest engagement.

    • Conditions: Assign percentages of traffic to each variation, such as "20% of traffic to variation A," "30% to variation B," and so on.


Conclusion

Relevic’s filters provide extensive capabilities for creating highly personalized experiences. Whether you’re using visitor behavior, UTM parameters, geographic location, or referrers, these filters allow you to customize website content for targeted audience segments. The inclusion of match types and date-specific options further enhances your ability to fine-tune your campaigns, ensuring the right message reaches the right users at the right time.

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