Work with predefined filters predefined-filters
Predefined filters are custom filters which are created and saved to be available for future use. They can be used as shortcuts during any filtering operations with the query modeler, for example when filtering a list of data, or creating the audience of a delivery.
You can use existing built-in filters to access a specific sub-set of your data, or create your own predefined filters and save them.
Create a predefined filter create-predefined-filter
Create a filter from the query modeler create-from-rule-builder
You can save a custom filter from the query modeler to have it available for future use. Follow these steps:
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Open the query modeler and define your filtering conditions. In the example below, you filter recipients who live in Madrid and subscribed to a Newsletter.
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Click the Select or save filter button, and select Save as a filter.
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Select Create a new filter, and enter a name and a description for that filter.
You can save the filter as a favorite if needed. Learn more in this section.
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Click Confirm to save your changes.
Your custom filter is now available in the Predefined Filters list and accessible to all Campaign users.
Create a filter from the filter list create-filter-from-list
You can create a filter from the Predefined filters entry in the left menu. To perform this, follow the steps below:
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Browse the the Predefined filters entry in the left menu.
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Click the Create filter button.
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Enter the filter name and, from the Document type field, select the schema it applies to. The default schema is
Recipients(nms). -
Define the rule for the filter. For example, profiles older than 30.
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Save your changes.
The filter is added to the predefined filter list. You can save the filter as a favorite if needed. Learn more in this section.
Save your filter as a favorite fav-filter
When creating a predefined filter, you can enable the Save as favorite option if you want to see this predefined filter in your favorites.
When a filter is saved as a favorite, it is available to all users in the Favorite filters section of the filter creation list, as shown below:
Use a predefined filter use-predefined-filter
Predefined filters are available when defining rule properties. To access predefined filters, choose the Select custom filter option in the drop down of the query modeler.
You can then access the full list of predefined filters available for the current context, and use shortcuts available in the Favorite filters section of the drop-down. Learn more about favorites in this section.
For example, to build an audience from a predefined filter, follow these steps:
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Browse to the Audiences entry in the left menu and click the Create Audience button in the upper-left corner of the audiences list.
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Enter the audience name, and click the Create Audience button.
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Select the Query activity, and, from the right pane, click the Create audience button.
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From the Select or save filter button, choose the Select custom filter option.
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Browse to the predefined filter to use to create the audience, select it, and confirm.
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Check the rule properties for this filter and confirm.
The filter is now used as a query in the Query activity.
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Save your changes and click the Start button to build the audience and make it available in the audience list.
Manage your predefined filters manage-predefined-filter
All predefined filters are grouped together in the dedicated entry of the left navigation menu.
From this list, you can create a new filter as detailed above, and perform the actions listed below:
- Edit an existing filter, change it rules and properties.
- Duplicate a predefined filter.
- Delete a predefined filter.
You can also add a predefined filter as a favorite for a quick access when building your audiences. Learn more in this section.