Popular Ways to Filter and Segment the Participants List – Easypromos - Online Helpdesk

When users register in a promotion they are added in real-time to the Participant List. You can see this list at any time from the “Participants” section.

Options for managing this list include the Search, Filter and Order tool:

With this tool you’ll be able to generate advanced filters and segmentations. You’ll then be able to apply the “Run random draw”, “Export entries” or “Send email” actions to your segmented Participants List and you’ll also have the ability to “Reject entries” or “Accept entries.”

In this article we’ll show how you can implement some of the most popular filters in order to run a random draw among specific segments of the Participants List.

Note: "rejected" participants are never included in the random draw.

Here are the most popular filters:

Run a random draw among participants who signed up during a particular time period

1. Use the “Entry Date” filter to indicate the start date of the period you wish to select. For example, in this example we have selected Entry Date > Equal or greater than> 01/12/2017. Add this filter.

2. Create another filter using the same tool. This filter will be added to the first one. Enter the end date: the day on which you want to stop including participants. For example, Entry Date > Equal or less than > 05/03/2018. Add this filter.

The two filters will exclude any participants who did not register for the promotion between these two dates.

3. Check that the number of segmented participants is less than the total number registered, and that these participants registered during the defined week-long period.

4. Select “Run random draw” to start the selection of winners. Only those who feature on the segmented list – participants who registered for the promotion during the dates defined – will be included in the sweepstakes.

Run a random draw among the 20 most-voted finalists

1. Filter participants by votes using the setting Votes > Equal to or greater than > 0. Add the filter. If you’d like to exclude finalists who don’t obtain a single vote, or who obtain less than a certain number of votes, you can change the variable to ensure they’re not selected. For example: Votes > Equal or greater than > 5 (only participants with 5 votes or more will be selected).

2. Sort by “Most voted” and indicate that you wish to include "20" participants. This will sort participants from the previous filter on the basis of the number of votes obtained – from most to least. Use the second field to limit the number of participants you wish to display in the segmented list.

3. Click "Add" to add this second filter.

4. These are your segmented finalists.

5. Apply the action you need. In this case, click on "Run random draw" to start the selection of winners and alternates from your list of finalists.

Run a random draw among the 20 finalists who recruited the most participants

1. To filter participants by the number of participants recruited, use the setting Recruited > Equal to or greater than > 0. Add the filter. If you’d like to exclude those who were unable to recruit any participants at all, or those who recruited less than a certain number, change the variable accordingly. For example, Recruited > Equal to or greater than > 5 (only participants who have obtained 5 recruits or more will be selected).

2. Sort participants by "Most users recruited" and indicate that you’d like to end up with "20" users. Participants from the previous filter will then be sorted by number of recruits obtained, from most to least. With the second field you can limit the number of participants that you’d like to display in the segmented list.

3. Click the “Add” button to apply the second filter.

4. These are your segmented finalists.

5. Apply the action you need. In this case, click on "Run random draw" to start selecting winners and alternates from your finalists.

Run a random draw based on a specific answer to a survey question

1. Filter participants on the basis of a particular response to a survey question. Use the second field to define your answer with the “Equal to” option. In the third field choose the response that interests you. Add the filter.

2. Only participants who answered this question in the way you’ve defined will now be displayed in the list.

3. Run a random draw to select winners and alternates from the segmented participants.

Run a random draw among Twitter and Instagram participants, excluding those who participated via the Entry Form.

1. Filter participants by "Platform" and, in the second field, select “Regular expression.” In the third field, indicate which platform you’d like to include in the filter:

0 = Facebook
1 = Twitter
2 = Instagram
3 = email

In this case you’d select "1|2" to include Twitter and Instagram participants only.

2. Check that participants from these two social networks have been selected.

3. Choose which action to take with this segmentation. In this case, choose "Run random draw".

Run a random draw among specific participants

If you’d like to run a sweepstakes among specific participants, but not on the basis of any particular characteristic like Score, Votes, City, Gender, and so on, you can manually choose your finalists via the following method:

1. Use the Search Tool to find the 10 finalists you want to include in the sweepstakes.

2. Mark with the star icon each entry you want to include in the sweepstakes.

5. Once you have marked all the users you want to include in the sweepstakes, apply the filter Marked > Equal to > Checked.

6. Finally, choose which action to take with this segmentation. In this case, choose "Run random draw".

Run a random draw among participants who correctly answered all the questions to a quiz

Before you apply the filter, confirm the maximum number of points available to a participant who correctly answered all the questions to a quiz.

1. Segment the finalists by using the following filter: Score > Equal to > Maximum possible number of points a participant could attain. Add the filter.

2. Only participants who attained the full complement of points will be your finalists.

3. Choose the action "Run random draw" to begin the random selection of winners from among your finalists.

Run a random draw or send an email to a specific group of participants

If you want to run a random draw or send an email to a specific group of participants but there is no filter that fits you, you can manually mark the entries with the "star" tool to create the filter. Follow these steps:

1. Use the star icon on the entry left-corner to select manually each entry. Mark all the entries you want to include in the segment.

2. Create a segment with the filter Marked > Equal to > Checked.

3. Choose the bulk action you need from the list of actions.

4. Confirm with the "Apply" button.

Run a random draw or send an email to a specific group of participants that belong to two or more segments

If you need to create an advanced filter by adding participants from two or more segments, follow these steps:

1. Create the first segment with the appropriate filter.

2. Use the bulk action "Mark entries".

3. Confirm with the "Apply" button. All the entries of this segment will be marked with the star icon.

4. Create a second filter and mark the participants of this segment with the same bulk action, "Mark entries". Repeat the action until you have all the participants of all the segments marked.

5. Filter the list of entries with Marked > Equal to > Checked and you will obtain the advanced segment. Use it in any of the bulk action options.

Run a random draw among the participants who have obtained a minimum number of recruits

1. Filter the participants by recruited with the Recruits> Equal or greater> setting to 1 (or the minimum number that you have defined in your contest). Add this filter.

2. Then, in the list of bulk actions, select the action "Run a random draw".

3. Finally, click on the "Apply" button, and you will access the "Winners" tool, where you can start the selection of winners, being the finalists only those segmented participants that appear in the list: the participants with the minimum number of recruits indicated.

[Games] Assign the prize to the fastest player

If you've organized a game (Puzzle, Memory, Match It, Wordsearch, Hidden Objects), you have the option of assigning the prize to the fastest player, which is also the one that is the first in the public Ranking.

To do so, follow these steps:

1. First, you need to create the prize as a prize with 'Manual assignment'. Follow this tutorial to create the prize.

2. Once you've created the prize, go to the "Participants" list of the promotion and apply the following filter: Status > Equal to > Accepted.

3. Next, order by "Fastest users" and in the text field underneath, enter the number of winners there are for this prize. In the example below, there is only one prize. This will filter the list of participants and show you the fastest player.

4. Finally, in the list of bulk actions, select the option "Assign prize manually". Click on "Apply".

5. If you only have one manual prize created in the promotion, this prize will be assigned automatically and you will be taken to the Winners section from where you can edit the winners page to use in the winner announcement.

Follow this tutorial to see all the winner announcement options.

[Games] Assign the prize to the fastest player

0 Comments