# Using Filters

## Why use Filters?

There are a few scenarios in which you would want to add a [Zapier Filter](https://zapier.com/learn/getting-started-guide/filters/) to your Zaps.

### **Scenario 1:&#x20;*****New Participant Reward*****&#x20;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 create just one Zap and use [Zap Paths](https://help.zapier.com/hc/en-us/articles/8496288555917-Add-branching-logic-to-Zaps-with-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 approve&#x64;**.** 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](https://docs.growsurf.com/automate-rewards/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, select Filter from the app list.&#x20;

<figure><img src="https://2794996218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LeklWo0yn03AhWro2Ux%2Fuploads%2FCoYtaigQm6IjBJNER9US%2FScreen%20Shot%202025-06-10%20at%207.58.05%20AM.jpg?alt=media&#x26;token=3f7344ad-be47-4276-a527-51a7b9e6b2c9" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://2794996218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LeklWo0yn03AhWro2Ux%2Fuploads%2FtDIMGq1gMpFvntXmqBkY%2FScreen%20Shot%202025-06-10%20at%208.04.16%20AM.jpg?alt=media&#x26;token=6d2704d7-bd6a-4be1-8fbc-32edb18c2a57" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://2794996218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LeklWo0yn03AhWro2Ux%2Fuploads%2F7K5O36zl9RHsx5sQSGvu%2FScreen%20Shot%202025-06-10%20at%208.07.22%20AM.jpg?alt=media&#x26;token=00f7fbb1-f53b-4fbc-8f87-abf2ac0db13c" alt=""><figcaption></figcaption></figure>

**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`.

<figure><img src="https://2794996218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LeklWo0yn03AhWro2Ux%2Fuploads%2FjN2mWuSCAxQ9XEwHMYj6%2FScreen%20Shot%202025-06-10%20at%208.45.33%20AM.jpg?alt=media&#x26;token=730f7e4f-f339-4b8d-8bc3-ec7b2233099f" alt=""><figcaption></figcaption></figure>

**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](https://docs.growsurf.com/automate-rewards/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](https://docs.growsurf.com/automate-rewards/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, select Filter from the app list.

<figure><img src="https://2794996218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LeklWo0yn03AhWro2Ux%2Fuploads%2FiCCvhElUhe0OnBO4ZZ70%2FScreen%20Shot%202025-06-10%20at%207.58.05%20AM.jpg?alt=media&#x26;token=e00ffdf0-3b94-4da7-a545-1e11ffc044ac" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://2794996218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LeklWo0yn03AhWro2Ux%2Fuploads%2F34Wr1lsLJB8pibzOA6yt%2FScreen%20Shot%202025-06-10%20at%208.14.52%20AM.jpg?alt=media&#x26;token=966680bb-7478-42fa-a924-c941b3d3a30a" alt=""><figcaption></figcaption></figure>

**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`.

<figure><img src="https://2794996218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LeklWo0yn03AhWro2Ux%2Fuploads%2FHr1ult1iBV0xQ01n7Q7n%2FScreen%20Shot%202025-06-10%20at%208.23.56%20AM.jpg?alt=media&#x26;token=09a930b6-a014-479d-ba80-4cdaa52adbb9" alt=""><figcaption></figcaption></figure>

**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](https://docs.growsurf.com/automate-rewards/zapier/tutorials)).
