There are two ways to add filters to a message in Pyn:

Go to any message under the Drafts, Campaigns, or Automation tabs.

Let's say we want to send a message:

Select the message you want to send and click on the gray Filter bubble next to the recipient:

This is what your draft message looks like before you have created your filter. Please note: In order to see a preview of eligible recipients, you will need to make a selection in the Recipients field.

This opens a drop down that allows you select between Setting a Custom Filter and Configuring your Saved Filters:

Clicking Set Custom Filter opens a recipient filter box where you will create your filter:

Before you create your filter, the preview will include all possible recipients.

Start typing to get a list of suggested groups. In this example, we want to include the Engineering department:

Click on the group you want to receive your message.

After selecting the groups to include, the Filter Name will automatically update along with the list of eligible recipients:

There are now 14 eligible recipients for your message.

Let's include another department Product Management:

After adding another group, there are now 44 eligible recipients.

Let's exclude All Managers from receiving this message:

After excluding a group, there are now 42 eligible message recipients.

Once you finish creating your recipient list, click Apply to save the filter you have created.

Your message will now go only to the recipients in the groups you have selected.

If you plan to reuse filters multiple times, you can create a Saved Filter under your Settings.

Let's say we want to send multiple messages:

Click on Settings, Saved Filters, then Add New

This opens the filter dialog box where you can start typing your first selected group - Engineering:

Let's add Product Management. After selecting the groups to include, the Filter Name will automatically update along with the list of eligible recipients:

After adding another group, there are now 44 eligible recipients.

To exclude anyone who is a manager from this group, you can use the Exclude field:

After excluding a group, there are now 42 eligible message recipients.

Lastly, we can rename this filter since it will be reused:

Now, when selecting a filter, you will have the option to select your saved filter All Product Excluding Managers:

Note: editing or deleting a filter from saved filters impacts the filter globally, especially if applied to an Automation.

When using the include filter, you can put the word 'only' in front of it:

Only send this message to employees in the Engineering or Product Management group

When using the exclude filter, you can put the word 'never' in front of it:

Never send this message to employees in the All Managers group