Create and manage filters create-filters
Data filtering is the process of selecting a smaller part of your data set, only those records that match certain criteria, and using that subset for specific actions (updates, audiences creation) or analysis.
When browsing Campaign from the Explorer, the data is displayed in lists. You can use existing built-in filters to access a specific sub-set of this data: quarantined addresses, untargeted recipients, a specific age range or creation date for example.
You can also create your own filters, save them for future use or share them with other Campaign users.
Filter configuration lets you select data from a list dynamically: when the data is modified, the filtered data is updated.
The following types of filter are available in ۶Ƶ Campaign:
Predefined filters predefined-filters
Predefined filters are available from the Filters button above each list.
For example, for the profiles, the following built-in filters are available:
You can access the filters details in the Profiles and Targets > Pre-defined filters node of the Explorer.
Select a filter to display its definition.
Use the last tab to preview the filtered data.
Built-in predefined filters are:
Default filters default-filters
The fields above each list lets you use the predefined default filter for this list. For the recipient list, you can filter on the name and email address by default.
%@gmail.com in the Email field to display all the profiles with a Gmail address. Enter %@L in the Last name field to display all the profiles with a L in their last name.To change the default filter for a recipient list, browse to the Profiles and Targets > Predefined filters node.
For all other types of data, configure the default filter via the Administration > Configuration > Predefined filters node.
Apply the following steps:
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Select the filter you want to be used by default.
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Click the Parameters tab and select Default filter for the associated document type.
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Uncheck that same option for the current default predefined filter.
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Click Save to apply the filter.
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Browse to the Recipient folder and click the Remove this filter icon on the right of the current filter: the new default filter is available.
Quick filters quick-filters
Use and combine Quick filters to define filters on specific fields.
Once added, quick filter fields are displayed above the data list, one after the other. They can be deleted independently of each other.
Quick filters are specific to each operator and are re-initialized each time the operator clears the cache of their client console.
If you need to reuse a filter, create an advanced filter and save it. Learn more.
To create a quick filter, follow the steps:
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Right-click the field you want to filter and select Filter on this field.
The default filter fields are displayed above the list.
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Select the filter options.
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If needed, use the grey icon on the right side of a filter to remove it.
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You can combine filters to refine your filter.
If you need to filer on a field which is not available in the form, it in the columns, and filter on that column. To do this,
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Click the Configure list icon.
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Select the column to display, for example the age of the recipients, and click Ok.
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Right-click the Age column in the recipient list, and select Filter on this column.
You can then select the age filtering options. Add another filter on the age to define a range.
Advanced filters advanced-filters
Combine complex criteria in Advanced filters. Use these filters to create a complex query or a combination of queries on your data. These filters can be saved and shared with other Campaign users.
Create an advanced filter create-adv-filters
To create an advanced filter, click the Filters button and select Advanced filter….
You can also right-click the list of data and select Advanced filter….
Define the filtering conditions. In the example below, you will filter on recipients whose Account number does not start with NL, and who live in Paris or Los Angeles.
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Click the Edit expression icon of the Expression column.
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Select the field to filter on.
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Select the operator to be applied from the drop-down list.
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Select an expected value from the Value column. You can combine several filters to refine your query. To add a filter condition, click Add.
note note NOTE You can assign a hierarchy to the expressions or change the order of the query expressions using the toolbar arrows. -
Three operators are available to combine expressions: And, Or, Except. Click the arrow to switch to Or.
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Click Ok to create the filter and apply it to the current list.
The filter applied is displayed above the list.
To edit or modify this filter, click its description link in blue, above the list.
Save an advanced filter save-adv-filters
You can save an advanced filter as a predefined filter, so that you can reuse it and share it with the other Campaign users.
To save an advanced filter, follow the steps below:
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Click the description of the filter to edit it.
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Click the Save as filter icon on the upper right section of the window.
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Enter a name for this filter and save it.
The filter is added to the predefined filters. It can be updated from this node.
This filter is also available from the predefined filters of the recipient list.
Use a filter to define a segment filter-as-segment
You can use and combine filters to create a target population segment.
Once saved, advanced filters are available when selecting the target population of a message, in the User filters section.
Use functions to build advanced filters use-functions-adv-filters
To perform advanced filtering capabilities, use functions to define the content of the filter. The Advanced filter editor leverages all capabilities of Campaign query editor.
Learn how to build advanced queries in these end-to-end samples:
- Learn how to target on simple recipient attributes in this page.
- Learn how to filter on recipients not contacted during the last 7 days in this page.
- Learn how to recover the list of operators can be filtered by Active accounts in this page.
- Learn how to build a birthday email audience in this page.
Advanced parameters for predefined filters param-for-data-filters
Advanced parameters are available for predefined filters. To access them, browse to the Parameters tab of the filter.
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To display the filter by default for all the lists based on this Document type, select the Default filter for the associated document type option.
For example, the By name or login filter is applied to operators This option is selected, so the filter is always displayed on all operator lists.
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To make a filter available to all Campaign operators, select the Filter shared with other operators option.
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To define a form to select the filtering criteria, select the Use parameter entry form option. This form must be entered in XML format in the Form tab. For example, the built-in predefined filter Recipients who have opened, available from the recipients list, displays a filter field that lets you select the delivery to which the filter applies to.
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The Advanced parameters link lets you define additional settings.
- You can associate a SQL table with the filter to make it common to all editors that share the table.
- To prevent any user from overriding the filter, select the Do not restrict the filter option. For example, this option is active for “Recipients of a delivery” and “Recipients of deliveries belonging to a folder” filters which are available in the delivery wizard. These filters cannot be overloaded.