Conditions for Segments and Automations

This document explains the conditions used for creating segments and automation workflows in SendSquared.

Overview

When creating segments or automation workflows, you'll use conditions to target specific contacts based on their properties, activities, or relationships. These conditions are organized by type and provide various operators for precise targeting.

Condition Types

The following condition types are available when building your segments or automation workflows. Each table below represents a different condition type with its available fields, operators, and value types.

Property (Contact) Conditions

Field	Label	Operators	Value Type
contacts.first_name	Contact First Name	equal, notEqual, like, notLike	string
contacts.last_name	Contact Last Name	equal, notEqual, like, notLike	string
contacts.address_1	Contact Address 1	equal, notEqual, like, notLike	string
contacts.address_2	Contact Address 2	equal, notEqual, like, notLike	string
contacts.locality	Contact Locality	equal, notEqual, like, notLike	string
contacts.region	Contact Region	equal, notEqual, like, notLike	string
contacts.postal	Contact Postal	equal, notEqual, like, notLike	string
contacts.country	Contact Country	equal, notEqual, like, notLike	string
contacts.source	Contact Source	equal, notEqual, like, notLike	string
contacts.source_of_business	Contact Source of Business	equal, notEqual, like, notLike	string
contacts.company_name	Contact Company Name	equal, notEqual, like, notLike	string
contacts.external_source	Contact External Source	equal, notEqual, like, notLike	string
contacts.home_phone	Contact Home Phone	equal, notEqual, like, notLike	string
contacts.mobile_phone	Contact Mobile Phone	equal, notEqual, like, notLike	string
contacts.dont_send_email	Do Not Email This Contact	isNull, isNotNull	null
contacts.last_inbound_call_at	Contact Last Inbound Call	equal, greater, greaterOrEqual, less, lessOrEqual	datetime, datetimeRelative
contacts.last_inbound_answered_call_at	Contact Last Answered Inbound Call	equal, greater, greaterOrEqual, less, lessOrEqual	datetime, datetimeRelative
contacts.last_outbound_call_at	Contact Last Outbound Call	equal, greater, greaterOrEqual, less, lessOrEqual	datetime, datetimeRelative
contacts.last_outbound_answered_call_at	Contact Last Answered Outbound Call	equal, greater, greaterOrEqual, less, lessOrEqual	datetime, datetimeRelative
contacts.last_sent_email	Contact Last Received Email	equal, greater, greaterOrEqual, less, lessOrEqual	datetime, datetimeRelative
contacts.last_received_email	Contact Last Sent Email	equal, greater, greaterOrEqual, less, lessOrEqual	datetime, datetimeRelative
contacts.last_open_email	Contact Last Open Email	equal, greater, greaterOrEqual, less, lessOrEqual, isNull, isNotNull	datetime, datetimeRelative
contacts.last_sent_sms	Contact Last Sent SMS	equal, greater, greaterOrEqual, less, lessOrEqual	datetime, datetimeRelative
contacts.last_received_sms	Contact Last Received Sms	equal, greater, greaterOrEqual, less, lessOrEqual	datetime, datetimeRelative
contacts.last_sent_airbnb	Contact Last Sent Airbnb	equal, greater, greaterOrEqual, less, lessOrEqual	datetime, datetimeRelative
contacts.last_received_airbnb	Contact Last Received Airbnb	equal, greater, greaterOrEqual, less, lessOrEqual	datetime, datetimeRelative
contacts.birthday	Contact Birthday	equal, greater, greaterOrEqual, less, lessOrEqual	datetime, datetimeRelative
contacts.anniversary	Contact Anniversary	equal, greater, greaterOrEqual, less, lessOrEqual	datetime, datetimeRelative

Reservation Conditions

Field	Label	Operators	Value Type
reservations.connector_id	Is Connector	equal, notEqual	integer
reservations.adults	Reservation Adults	equal, greater, greaterOrEqual, less, lessOrEqual	integer
reservations.children	Reservation Children	equal, greater, greaterOrEqual, less, lessOrEqual	integer
reservations.pets	Reservation Pets	equal, greater, greaterOrEqual, less, lessOrEqual	integer
reservations.total_occupants	Reservation Total Occupants	equal, greater, greaterOrEqual, less, lessOrEqual	integer
reservations.total_revenue	Reservation Total Revenue	equal, greater, greaterOrEqual, less, lessOrEqual	integer
reservations.room_revenue	Reservation Room Revenue	equal, greater, greaterOrEqual, less, lessOrEqual	integer
reservations.extra_revenue	Reservation Extra Revenue	equal, greater, greaterOrEqual, less, lessOrEqual	integer
reservations.source	Reservation Source	equal, notEqual, like, notLike	string
reservations.external_source	Reservation PMS Source	equal, notEqual, like, notLike	string
reservations.source_of_business	Reservation Source of Business	equal, notEqual, like, notLike	string
reservations.market_code	Reservation Market Code	equal, notEqual, like, notLike	string
reservations.arrival_date	Reservation Arrival At	equal, greater, greaterOrEqual, less, lessOrEqual	datetime, datetimeRelative
reservations.departure_date	Reservation Departure At	equal, greater, greaterOrEqual, less, lessOrEqual	datetime, datetimeRelative
reservations.nights	Reservation Nights	equal, greater, greaterOrEqual, less, lessOrEqual	integer
reservations.cancelled_at	Reservation Cancelled	isNull, isNotNull	null
reservations.last_updated_at	Reservation Modified	isNull, isNotNull	null
reservations.contract_date	Reservation Contract Date	equal, greater, greaterOrEqual, less, lessOrEqual	datetime, datetimeRelative
reservations.created_at	Reservation Created At	equal, greater, greaterOrEqual, less, lessOrEqual	datetime
reservations.modified_at	Reservation Modified At	equal, greater, greaterOrEqual, less, lessOrEqual	datetime
reservations.reservation_number	Reservation Number	equal, notEqual, like, notLike	string
reservations.reservation_type	Reservation Type	equal, notEqual, like, notLike	string
reservations.status	Reservation Status	equal, notEqual, like, notLike	string
reservations.taxes	Reservation Taxes	equal, greater, greaterOrEqual, less, lessOrEqual	integer
reservations.deposit	Reservation Deposit	equal, greater, greaterOrEqual, less, lessOrEqual	integer
reservations.has_future	Has Future Reservation	equal	boolean
reservations.total_reservations	Total Lifetime Reservations	equal, greater, greaterOrEqual, less, lessOrEqual	integer
reservations.confirmation_code	Confirmation Code	equal, notEqual, like, notLike	string

Unit Conditions (Part of Reservation)

Field	Label	Operators	Value Type
units.pms_id	Unit Id	equal, notEqual, like, notLike	string
units.unit_code	Unit Code	equal, notEqual, like, notLike	string
units.unit_type	Unit Type	equal, notEqual, like, notLike	string
units.name	Unit Name	equal, notEqual, like, notLike	string
units.door_code	Static Door Code	equal, notEqual, like, notLike, isNull, isNotNull	string
reservation_units.door_code	Per Reservation Door Code	equal, notEqual, like, notLike, isNull, isNotNull	string
units.description	Unit Description	equal, notEqual, like, notLike	string
units.long_description	Unit Long Description	equal, notEqual, like, notLike	string
units.address_1	Unit Address 1	equal, notEqual, like, notLike	string
units.address_2	Unit Address 2	equal, notEqual, like, notLike	string
units.locality	Unit Locality	equal, notEqual, like, notLike	string
units.region	Unit Region	equal, notEqual, like, notLike	string
units.postal	Unit Postal	equal, notEqual, like, notLike	string
units.country	Unit Country	equal, notEqual, like, notLike	string
units.locale	Unit Locale	equal, notEqual, like, notLike	string
units.occupancy	Unit Occupancy	equal, greater, greaterOrEqual, less, lessOrEqual	integer
units.created_at	Unit Created At	equal, greater, greaterOrEqual, less, lessOrEqual	datetime
units.modified_at	Unit Modfied At	equal, greater, greaterOrEqual, less, lessOrEqual	datetime
units.wifi_ssid	Unit WiFi SSID	equal, notEqual, like, notLike	string
units.wifi_code	Unit WiFi Code	equal, notEqual, like, notLike	string
units.gate_code	Static Gate Code	equal, notEqual, like, notLike	string
reservation_units.gate_code	Per Reservation Gate Code	equal, notEqual, like, notLike, isNull, isNotNull	string
units.pool_code	Static Pool Code	equal, notEqual, like, notLike	string
reservation_units.pool_code	Per Reservation Pool Code	equal, notEqual, like, notLike, isNull, isNotNull	string
units.property_code	Unit Property Code	equal, notEqual, like, notLike	string
units.property_url	Unit Property URL	equal, notEqual, like, notLike	string

Campaign Conditions

Field	Label	Operators	Value Type
campaigns.id	Campaign Name	equal, notEqual	integer
campaigns.fire_at	Campaign Send Time	equal, greater, greaterOrEqual, less, lessOrEqual	datetime

Cart Abandon Conditions

Field	Label	Operators	Value Type
campaigns.booked_at	Booked At	equal, greater, greaterOrEqual, less, lessOrEqual, isNotNull, isNull	datetime
cart_abandons.pms_id	Pms Unit Id	equal, notEqual, like, notLike	string
cart_abandons.date_of_arrival	Date of Arrival	equal, greater, greaterOrEqual, less, lessOrEqual, isNotNull, isNull, notEqual	datetime
cart_abandons.date_of_departure	Date of Departure	equal, greater, greaterOrEqual, less, lessOrEqual, isNotNull, isNull, notEqual	datetime
cart_abandons.property_name	Property Name	equal, greater, greaterOrEqual, less, lessOrEqual, isNotNull, isNull, notEqual	string
cart_abandons.direct_price	Direct Price	equal, greater, greaterOrEqual, less, lessOrEqual, isNotNull, isNull, notEqual	number
cart_abandons.vrbo_price	VRBO price	equal, greater, greaterOrEqual, less, lessOrEqual, isNotNull, isNull, notEqual	number
cart_abandons.airbnb_price	Airbnb price	equal, greater, greaterOrEqual, less, lessOrEqual, isNotNull, isNull, notEqual	number
cart_abandons.bookingcom_price	Booking.com price	equal, greater, greaterOrEqual, less, lessOrEqual, isNotNull, isNull, notEqual	number
cart_abandons.abandonment_date	Abandonment Date	equal, greater, greaterOrEqual, less, lessOrEqual, isNotNull, isNull, notEqual	datetime, datetimeRelative
cart_abandons.total_saving	Total Saving	equal, greater, greaterOrEqual, less, lessOrEqual, isNotNull, isNull, notEqual	datetime, datetimeRelative

Contact Email Conditions

Field	Label	Operators	Value Type
contact_emails.email_address	Email Address	equal, notEqual, like, notLike	string
contact_emails.is_primary	Is Primary Email	equal	boolean
contact_emails.validated_at	Email Validated	isNull, isNotNull	null
contact.refused_email_at	Last Refused Email	equal, greater, greaterOrEqual, less, lessOrEqual	datetime, datetimeRelative

Segment Conditions

Field	Label	Operators	Value Type
segment	Segment	in, notIn	integer

Tag Conditions

Field	Label	Operators	Value Type
tag_associations.tag_id	In Tag	equal, notEqual, in, notIn	integer

Lead Conditions

Field	Label	Operators	Value Type
leads.lead_status_id	Lead Status	equal, notEqual, in, notIn	integer
leads.subject	Lead Subject	like, notLike, equal, notEqual	string
leads.lead_type_id	Lead Type	equal, notEqual, in, notIn	integer
leads.estimated_value	Lead Estimated Value	equal, notEqual, in, notIn	integer
leads.quantity_1	Lead Quantity 1	equal, notEqual, in, notIn	integer
leads.quantity_2	Lead Quantity 2	equal, notEqual, in, notIn	integer
leads.quantity_3	Lead Quantity 3	equal, notEqual, in, notIn	integer
leads.lost_reason_id	Lost Reason	equal, notEqual, in, notIn	integer
leads.source_id	Lead Source	equal, notEqual	integer
leads.interest_start_at	Lead Arrival Date	equal, greater, greaterOrEqual, less, lessOrEqual	datetime, datetimeRelative
leads.interest_end_at	Lead Departure Date	equal, greater, greaterOrEqual, less, lessOrEqual	datetime, datetimeRelative

SMS Conditions

Field	Label	Operators	Value Type
sms_messages.content	SMS contains	like, notLike	string
sms_messages.to_number	SMS To	equal, notEqual	string
sms_messages.from_number	SMS From	equal, notEqual	string
sms_messages.from_service_id	SMS Service Id	equal, notEqual	string
sms_messages.brand_id	SMS Brand	equal, notEqual	integer
sms_messages.created_at	SMS Created Time	equal, greater, greaterOrEqual, less, lessOrEqual	time

SMS Opt Conditions

Field	Label	Operators	Value Type
sms_opt_ins.opt_in_at	SMS Opt In	isNull, isNotNull	integer
sms_opt_ins.opt_out_at	SMS Opt Out	isNull, isNotNull	integer

Airbnb Conditions

Field	Label	Operators	Value Type
airbnb_message_threads.first_name	Airbnb First Name	equal, notEqual, like, notLike	string
airbnb_message_threads.last_name	Airbnb Last Name	equal, notEqual, like, notLike	string
airbnb_message_threads.last_sent_at	Last Sent Airbnb message	equal, greater, greaterOrEqual, less, lessOrEqual	datetime, datetimeRelative
airbnb_message_threads.last_received_at	Last Received Airbnb message	equal, greater, greaterOrEqual, less, lessOrEqual	datetime, datetimeRelative
airbnb_message_threads.account_id	Airbnb Host Account Id	equal, notEqual	number

Operators

The following operators are available when building conditions:

Operator	Description	Example
Equal	Exact match	First Name equal to "John"
Not Equal	Does not match	First Name not equal to "John"
In	Matches any value in a list	Unit Code in ["A101", "B202", "C303"]
Not In	Doesn't match any value in a list	Unit Code not in ["A101", "B202", "C303"]
Greater	Greater than	Total Revenue greater than 1000
Greater or Equal	Greater than or equal to	Nights greater or equal to 7
Less	Less than	Occupants less than 4
Less or Equal	Less than or equal to	Children less or equal to 2
Like	Contains text	Email Address like "@gmail.com"
Not Like	Does not contain text	Last Name not like "test"
Is Null	No value exists	Cancelled At is null
Is Not Null	Any value exists	Door Code is not null

Value Types

Conditions accept different value types depending on the field:

Basic Value Types

• String - Text values
• Integer - Whole numbers
• Number - Decimal values
• Boolean - True/False values
• Null - No value

Date/Time Value Types

• Datetime - Specific date and time
• Datetime Relative - Relative time (e.g., "today", "last week")
• Date - Calendar date only
• Time - Time of day only
• Date Range - Span between two dates

Selector Value Types

These are special types that use drop-down menus to select from available options:

• Brand - Company brands
• Segment - Existing segments
• Tag - Available tags
• Connector - PMS connectors
• Lead Status - Available lead statuses
• Lead Source - Available lead sources
• Lead Type - Available lead types
• Lost Reason - Available lost reasons
• Campaign - Available campaigns
• Phone Number - Available SMS numbers

Logic Types

When combining multiple conditions, you can use two types of logic:

AND Logic

• Used when contacts must meet ALL conditions
• Example: "Find contacts arriving after April 1st AND before April 30th"

OR Logic

• Used when contacts can meet ANY of the conditions
• Example: "Find contacts in postal code 12345 OR postal code 67890"

Logic Blocks

• Conditions in the same block are connected with the same logic type
• Different blocks are connected with AND logic
• Organize related conditions in the same block for clarity

Best Practices

1. Start with clear objectives: Know what you're trying to accomplish before building conditions
2. Use descriptive naming: Create clear, consistent names for your segments and automations
3. Test your conditions: Preview your segment to ensure it's targeting the right contacts
4. Build progressively: Start with simple conditions and add complexity as needed
5. Document your logic: Keep notes on why conditions were created for future reference
6. Review regularly: Periodically evaluate if your segments and automations need updating

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Understanding these conditions will help you create powerful, targeted segments and automation workflows that drive engagement and conversions across your marketing campaigns.