Filters are optional conditions that narrow your targeting, helping you create highly specific segments based on member attributes and behaviors.
Every automation can run with a trigger alone, but adding filters lets you fine-tune exactly who's included.
ℹ️ INFO: This article covers every available filter in detail.
🔗 Learn more about Automation Components
Choosing Your Targeting Method
The Filters step offers two ways to define your target audience.
Audience
Select a saved Audience as your recipient group.
Using a Saved Audience
Select the Audience tab
Click the dropdown and select an Audience from your saved list
The Audience's filters will appear below as a read-only preview
📝 NOTE: The member count shown on the Audience may differ from the actual number of members enrolled. Automations use a slightly different base pool than Email Broadcasts.
🔗 Learn more about Audiences
Custom Filters
Build your targeting criteria from scratch using the filters listed below.
You're not limited to a single filter.
Combine multiple filters to scope and narrow your target audience as precisely as you need.
For example, stack a Subscription Status filter with a Lifetime Spend filter to target only active, paying members above a certain spend threshold. Use the ALL, ANY, or NONE logic below to control how those combined filters interact.
When to Use Filters
Exclude coupon users: Use the Lifetime Spend filter to target only paying members
Target high-value customers: Set minimum spend thresholds
Segment by plan type: Send different messages to different subscription tiers
Prevent duplicate messaging: Use tag filters to exclude members already in other sequences
Filters use logical operations to combine multiple conditions:
ALL: Member must match all selected filter criteria
ANY: Member must match at least one of the selected filter criteria
NONE: Member must not match any of the selected filter criteria
Available Custom Filters
Build your targeting criteria from scratch using the filters below.
Activity Date
Filter by how recently a member has been active on your platform.
When selected, a modal appears asking for the number of days, for example, "active in the last 30 days."
Activity is defined broadly and includes:
Watching videos
Favoriting content or saving to playlists
Commenting, liking, or posting in the community
Participating in challenges or direct messages
Signing in to the platform
📝 NOTE: Activity Date filters for platform engagement, not email opens or clicks. If a member has signed in but hasn't watched or interacted with content, they may still qualify depending on your threshold.
When to Use
Re-engage members who haven't been active recently before they churn
Reward your most engaged members with exclusive content or offers
Combine with Subscription Status to target active subscribers who are disengaging
💡 TIP: This filter works similarly to the Member Becomes Inactive trigger, but in reverse. Use it to find members who are active, rather than those who aren't.
Bundle Access
Filter by specific bundle products. Allows you to create bundle-specific communication flows.
When to Use
Welcome sequences for specific bundles
Bundle-specific content highlights
Targeted upsells based on bundle ownership
💡 TIP: Same as the Subscription Access filter, this option allows you to select multiple bundles of different types.
Creation Source
Filter by how a user's account was originally created in your system.
Available Values
Admin Invite: account created by an admin invitation
API: account created via the Publisher API
App Sign Up (Apple or Android): account created through a mobile app
Bulk Invite: account created via bulk invite task
Donation: account created through a donation
Gift Card: account created via gift card redemption
Migration: account migrated from another platform
Refer a Friend: account created through a referral link powered by the Refer a Friend tool
Team Subscription Invite: account created via a group subscription invite link
Web: account created through the web storefront
Zapier: account created via a Zapier integration
When to Use
Send tailored onboarding to users who joined via mobile vs. web
Target users who were bulk-invited or admin-assigned for manual follow-up
Exclude migrated users from campaigns designed for organic sign-ups
Identify and engage users who joined via a specific integration (e.g., Zapier)
📝 NOTE: Creation Source is different from Lead Source. Lead Source tracks how a lead was captured (e.g., email capture form, YouTube funnel). Creation Source tracks how the user account was technically created in the system.
Date Created
Filter by the date a user's account was created. Allows you to target members who joined during a specific time period.
When selected, a modal opens with From and To date pickers. You can:
Set both a start and an end date to target a specific date range
Set only a start date to target users created after a certain date
Set only an end date to target users created before a certain date
When to Use
Target founding members or early adopters with anniversary campaigns
Segment users who joined during a specific promotion or launch
Exclude recently created accounts from campaigns intended for established members
Build re-engagement sequences for users who joined but never converted
💡 TIP: Combine Date Created with Subscription Status to find users who signed up during a specific period but never converted to a paid plan, a powerful segment for win-back campaigns.
Giveaway Funnel
Similar to the Creation Source filter but with more granular control. This allows you to filter recipients who were created by a specific Giveaway funnel.
When to Use
You have multiple Giveaway Funnels created
You wish to tailor messaging depending on which funnel the user was created from
Track and optimize specific funnel performance
Group Subscription Access
Group Subscriptions enhance existing Uscreen subscription plans by introducing a group management layer.
With the Group Subscription Access filter, you may target the members of a specific group subscription, even if the subscription plan is shared with the public.
When to Use
Your group subscription plan is also available publicly
Your messaging needs to be tailored specifically to group subscribers
Lead Source
Filter by how the lead was captured in your system. Available sources include:
Abandoned Checkout
Email Capture
Live Event Preregistration
YouTube Funnel
Giveaway Funnel
When to Use
Tailor messaging based on how leads discovered you
Target abandoned checkout leads with special offers
Segment by acquisition channel for better personalization
Track and optimize specific funnel performance
Lifetime Spend
Filter by the amount a member has spent using three conditions: More than, Less than, or Equal to a specific amount.
When to Use
Target only paying members (More than $0)
Segment by customer value
Exclude free trial or coupon users
Identify high-value customers (More than $100, $500, etc.)
Example: Set "More than $0" to exclude free or non-paying members.
💡 TIP: Useful for excluding users with coupons or filtering out free or non-paying members.
Live Event Registration
Filter by members who have pre-registered for a specific live event. When selected, you can choose one or more live events from a list.
When to Use
Send reminders to pre-registered members before an upcoming event
Alert pre-registered members that an event is about to go live
Follow up with pre-registered members after an event has ended
📝 NOTE: This filter targets members who pre-registered to be notified about a live event, not viewers or participants who watched it. Members who have access to the event but did not pre-register will not be included.
🔗 Learn more about Live Stream Preregistration
Subscription Access
Target members based on their specific subscription plan.
Perfect for sending plan-specific messaging or upselling to higher tiers.
When to Use
Send tier-specific content recommendations
Promote upgrades to premium plans
Deliver plan-specific onboarding
💡 TIP: You may select multiple plans to target, and the filter works for both Public and Private plans.
Subscription Activity Status
Filter by a member's current subscription activity status, a temporary label that indicates a recent change to their subscription.
Available Values
New: first-time subscriber who started paying recently (or trial converted)
Reactivated: a former subscriber who came back after churning
Upgraded: moved to a higher-priced plan or longer duration
Downgraded: moved to a lower-priced plan or shorter duration
Pending Cancellation: subscription is scheduled to cancel at the end of the current period; member still has access
Pending Pausing: subscription is scheduled to pause at the end of the current period; member still has access
When to Use
Target New subscribers with onboarding sequences
Target Reactivated members with a "welcome back" campaign
Target Pending Cancellation members with win-back offers before they lose access
Target Upgraded members with premium content highlights
Target Downgraded members with re-engagement or upsell messaging
📝 NOTE: Subscription Activity Status is a temporary label reflecting a recent change, not a permanent state. A member who is simply "Active" with no recent plan change will have a blank Activity Status. This is expected behavior.
🔗 Learn more about Activity Status
Subscription Status
Filter by member status: Active, In Trial, Churned, or Paused.
🔗 Learn more about Membership Status
When to Use
Target converted leads with Active/In Trial status
Identify churned users for win-back campaigns
Segment by lifecycle stage
Target paused subscriptions for re-engagement
Tags
Include or exclude members based on specific tags they have (or don't have). Tags can be added manually or through automation workflows.
🔗 Learn more about Tags for Members
When to Use
Prevent duplicate messaging across automations
Target specific behavioral segments
Exclude members already in other sequences
User Type
Filter by whether the user is a Member or Lead.
🔗 Learn more about User Types
When to Use
Separate messaging for leads vs. paying members
Target only leads for conversion campaigns
Exclude leads from member-only communications
YouTube Funnel
Similar to the Creation Source filter but with more granular control.
This allows you to filter recipients who were created by a specific YouTube funnel.
When to Use
You have multiple YouTube funnels created
You wish to tailor messaging depending on which funnel the user was created from
Track and optimize specific funnel performance
FAQs
Can I use multiple filters in one automation?
Can I use multiple filters in one automation?
Yes, you can stack multiple filters to create highly targeted segments using ALL, ANY, or NONE logical operations.
What's the difference between ALL, ANY, and NONE filter logic?
What's the difference between ALL, ANY, and NONE filter logic?
ALL requires members to match every filter condition, ANY requires them to match at least one condition, and NONE excludes members who match any of the specified conditions.
How do I exclude free trial users from an automation?
How do I exclude free trial users from an automation?
Use the Lifetime Spend filter set to "More than $0" to target only members who have made a payment.
Can I target leads based on where they came from?
Can I target leads based on where they came from?
Yes, use the Lead Source filter to segment leads by acquisition channel (Abandoned Checkout, Email Capture, Live Event Preregistration, YouTube Funnel, or Giveaway Funnel).
Who does the Live Event Registration filter target?
Who does the Live Event Registration filter target?
It targets members who pre-registered for a live event, those who clicked to be notified when the event goes live. It does not include members who simply have access to the event or watched it.
What happens if someone meets the trigger but not the filter criteria?
What happens if someone meets the trigger but not the filter criteria?
Filters added as additional steps are checked after members are enrolled by the trigger. See the [Automation Triggers & Goals] article for how trigger-level scoping and filter-level scoping interact.