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 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 into 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

Below is an example of how you would use a Zap Filter for a New Participant Reward trigger, if your campaign has a double-sided reward and you want to discern between the referrer and referred person's unlocked reward events.

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

Step 2: Immediately after the first Zap Trigger, add a Zapier Filter (see image below).

Step 2

Step 3: Select Participant Is Referrer from the first dropdown (see image below)

Step 3

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 (see image below).

Step 5

Step 6: Test and continue to creating the Zap Action as you normally would (Zap Action setup instructions can be found in Step 3 of any of the Zapier tutorials).

How to add a Filter for New Participant events

Below is an example of how you would use a Zap Filter for a New Participant trigger, if you want to discern between participants that were directly added and those who were referred.

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

Step 2: Immediately after the first Zap Trigger, add a Zapier Filter (see image below).

Step 2

Step 3: Select Participant Referred By from the first dropdown (see image below).

Step 3

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 (see image below).

Step 4

Step 5: Test and continue to creating the Zap Action as you normally would (Zap Action setup instructions can be found in Step 3 of any of the Zapier tutorials).