Using Filters

Zapier Filters are extra steps that act as traffic cops for your data. Zaps stop immediately when the requirements of a Filter are not met.

Why use Filters?

There are a few scenarios in which you would want to add a Zapier Filter to your Zaps.

Scenario 1: New Participant Reward events

This scenario happens when a participant reaches a referral goal, and you want to automate reward fulfillment.

1. Is there are least one double-sided reward for your campaign?

   If yes, then you will need to create two Zaps because two Zapier trigger events will happen for both referrer and referee (alternatively, you can use create just one Zap and use Zap Paths instead of a Zap Filter). You can discern between the two by using a Zapier Filter and the Participant Is Referrer property.

2. Is manual reward approval enabled for your campaign?

   If yes, then two Zapier trigger events will happen (1) when the reward is pending approval and (2) when the reward is approved. You can discern between unapproved/approved rewards by using a Zapier Filter and the Reward Approved property.

Scenario 2: New Participant events

This scenario is relevant for when you want to distinguish new participants who were added directly and those who were referred.

For example, if you want to send different welcome emails to participants who were directly added (via direct signup, import, or API) and to participants who were referred to your campaign, you can discern between them by using a Zapier Filter and the Participant Referred By property. If a participant was not added via referral, they will not have a Participant Referred By value.

How to add Filters

How to add a Filter for New Participant Reward events

If your campaign involves a double-sided reward and you need to distinguish between the referrer and referred friend's unlocked reward events, you can use a Zap Filter with the New Participant Reward trigger.

Step 1: Set up the Zap Trigger as you normally would (instructions for setting up the Zap Trigger can be found in Step 1 of any of the Zapier tutorials).

Step 2: Once you have set up your Zap trigger, the next step is to add a Zapier Filter before proceeding with the Action event. When you reach the Action step, simply scroll down and click on the Filter option.

Step 3: Select Participant Is Referrer from the first dropdown.

Step 4: Set the next field to (Text) Exactly matches .

Step 5: Set the last field to true or false, depending on what you are trying to achieve. Referrers will have Participant Is Referrer as true.

Step 6: Click Continue to test the conditions and then set up the Zap Action (instructions for setting up the Zap Action can be found in Step 3 of any of the Zapier tutorials).

How to add a Filter for New Participant events

To differentiate between participants who were directly added and those who were referred, you can set up a Zap Filter for a New Participant trigger by following these steps.

Step 1: Set up the Zap Trigger as you normally would (instructions for setting up the Zap Trigger can be found in Step 1 of any of the Zapier tutorials).

Step 2: Once you have set up your Zap trigger, the next step is to add a Zapier Filter before proceeding with the Action event. When you reach the Action step, simply scroll down and click on the Filter option.

Step 3: Select Participant Referred By from the first dropdown.

Step 4: Set the next field to Exists , depending on what you are trying to achieve. Participants who were referred will have Participant Referred By as Exists.

Step 5: Click Continue to test the conditions and then set up the Zap Action (instructions for setting up the Zap Action can be found in Step 3 of any of the Zapier tutorials).