Manage filters

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. Go to More > Filters.
   
2. Click Create New Filter.
3. Enter a Name for the filter.
4. Select the Visibility setting (Account, Scope, Personal).
5. Select the 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.
6. Select the Feed (Events, Products) to determine which fields are available in the filter.
7. Customize the elements of your filter.
8. Click Save.

Available operators

Non-exact matching and wild cards for strings

You can use wildcards inside of a string by placing an asterisks (*) anywhere in the string when the operator is set to matches (≈). If you want to include an asterisks without it being used as a wildcard, use [*] within your string.

Example filter

When creating filters, you can use the +Value, +And, 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 +And 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

After you have created and saved a filter, you can apply it to segments, behaviors, campaigns, and reports.

Apply a filter to a segment

1. Go to Customers > Segments.
2. Create or edit a segment.
3. Create or add a Have done something or Have not done something segment expression.
4. Click and search for the filter, and provide any additional required information. You can have multiple filters.

   

5. Click Save.

Apply a filter to a behavior 

1. Go to More > Behaviors.
   
2. Create or edit a behavior.
3. Click Filter and select your desired filter.

   

4. Complete the rest of the settings and click Save.

Apply a filter to a campaign

1. Go to Activation.
2. Create or edit a behavioral campaign.
3. In Enrollment, click Create New Segment and select Customers who have done something.
4. Search for and select the filter. In this example, entering mobile displays the Mobile Traffic filter for selection.

   

5. Complete the enrollment settings, then click Save and Go Live with the campaign.

Apply a filter to reports

1. Go to Company > Reports.
2. Create or edit a report.
3. In the report's expression, search for the filter (All Events in the following image).

   

4. Click Save.
5. Enter a Name for the report and select the Visibility.
6. Click Save again.

Edit or delete a filter

1. Go to More > Filters.
   
2. Click the name of the filter you want to edit or delete.
3. Click Edit or Delete.
4. If editing, make the desired changes and click Save. If deleting, 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. Go to More > Filters.
   
2. In the row of the filter you want to share, click Copy.
3. Select the Account you want to share with. If you select the current account, ODP will create a copy in the same account.

   

4. Select the Scope.
5. Click Copy to confirm.