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

1. Click the three-dot icon in the main navigation. 
2. Select Filters > Create New Filter.
3. Provide a Name for the filter.
4. Select the desired Visibility setting.
5. Select the desired Conversion setting to use it in attribution and funnels to determine how events influence conversions.
6. 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.
7. Select the desired Feed to determine which fields are available in the filter.
8. Customize the elements of your filter.
9. 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 False Either Not Set

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

1. Go to Customers > Segments.
2. Create a new segment or edit an existing segment.
3. Create or add a Have done something or Have not done something segment expression.
4. Search for the desired filter and provide any additional required information.
5. Click Save.

Behavior 

1. Click the three-dot icon in the main navigation.
2. Select Behaviors.
3. Create a new behavior or edit an existing behavior.
4. Search for the desired filter from the dropdown menu following Who matched and provide any additional required information.
5. Click Save.

Campaign

1. Go to Campaigns.
2. Create a new behavioral campaign or edit an existing behavioral campaign.
3. Select Customers that trigger an event from the Enrollment settings.
4. Search for the desired filter.
5. Save and Go Live with the campaign.

Reports

1. Go to Company > Reports.
2. Create a new report or edit an existing report.
3. Search for the desired filter in the report's expression.
4. Click Save.

Edit a filter

1. Click the three-dot icon in the main navigation.
2. Select Filters.
3. Locate the filter you want to edit and click its name. 
4. Click Edit.
5. Make the desired changes and click Save.

Delete a filter

1. Click the three-dot icon in the main navigation.
2. Select Filters.
3. Locate the filter you'd like to delete and click its name.
4. Click Delete.
5. 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. 

1. Click the three-dot icon in the main navigation.
2. Select Filters.
3. Locate the filter you want to share and select the Copy icon.
4. Select the Account you want to share with. If you select the current account, ODP will create a copy instead. 
5. Select the Scope you want to have access to the behavior. 
6. Click Copy to confirm the share.