Overview
Filters are a collection of events used to refine the results of segments, behaviors, and reports, such as device-specific traffic from a particular region. You can share filters with all account users, a specific user scope, or own them individually.
Create a filter
- Click the three-dot icon in the main navigation.
- Select Filters > Create New Filter.
- Provide a Name for the filter.
- Select the desired Visibility setting.
- Select the desired Conversion setting to use it in attribution and funnels to determine how events influence conversions.
- Select the desired Engagement value for the event. To set a specific value, select Static Value and set it to a predetermined value. Static values are commonly used when filtering events like affiliate clicks, customer sign-ups, and form submissions.
- Select the desired Feed to determine which fields are available in the filter.
- Customize the elements of your filter.
- Click Save.
Available operators
Number |
String |
Boolean |
= (equal) ≠ (not equal) > (greater than) ≥ (greater than or equal) < (less than) ≤ (less than or equal) is empty is not empty |
= (equal) ≠ (not equal) ≈ (matches) ≉ (does not match) is empty is not empty Timestamp |
True |
Non-exact matching and wild cards for strings
You can use wildcards inside of a string by placing a '*' anywhere in the string when you are in "matches" mode (≈). If you specifically need to specify a *, then use '[*]' within your string.
Recreating an example filter
When creating filters, you can use the +Value, +Add, and +Or options to make your filter more complex and targeted. Each example below reviews how these options can build on each other.
+Value considers additional values in an individual rule. This examples uses +Value to create a filter that qualifies events from iPhones and iPads.
+And requires that multiple rules be considered at once. This example uses +Add in conjunction with +Value to create a filter that qualifies events from iPhones or iPads that originated in the USA at least a day ago.
+Or considers a completely separate rule. This example uses +Or to create a filter that qualifies events from iPhones or iPads that originated in the USA at least a day ago or all events from Pixel devices.
Apply a filter
Once you have created and saved a filter, you can apply it to segments, behaviors, campaigns, and reports.
Segment
- Go to Customers > Segments.
- Create a new segment or edit an existing segment.
- Create or add a Have done something or Have not done something segment expression.
- Search for the desired filter and provide any additional required information.
- Click Save.
Behavior
- Click the three-dot icon in the main navigation.
- Select Behaviors.
- Create a new behavior or edit an existing behavior.
- Search for the desired filter from the dropdown menu following Who matched and provide any additional required information.
- Click Save.
Campaign
- Go to Campaigns.
- Create a new behavioral campaign or edit an existing behavioral campaign.
- Select Customers that trigger an event from the Enrollment settings.
- Search for the desired filter.
- Save and Go Live with the campaign.
Reports
- Go to Company > Reports.
- Create a new report or edit an existing report.
- Search for the desired filter in the report's expression.
- Click Save.
Edit a filter
- Click the three-dot icon in the main navigation.
- Select Filters.
- Locate the filter you want to edit and click its name.
- Click Edit.
- Make the desired changes and click Save.
Delete a filter
- Click the three-dot icon in the main navigation.
- Select Filters.
- Locate the filter you'd like to delete and click its name.
- Click Delete.
- Click Yes, delete it to confirm.
Copy or share a filter
You can copy or share the structure of a filter between ODP accounts so that you can use the same filter in each.
- Click the three-dot icon in the main navigation.
- Select Filters.
- Locate the filter you want to share and select the Copy icon.
- Select the Account you want to share with. If you select the current account, ODP will create a copy instead.
- Select the Scope you want to have access to the behavior.
- Click Copy to confirm the share.