Manage filters

  • Updated

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

create-filter.png

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.

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.

add-value.png

+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.

add-values-plus.png

+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.

add-values-or.png

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 a new segment or edit an existing 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.

    Apply-filter.png

  5. Click Save.

Apply a filter to a behavior 

  1. Select the options menu (... next to CAMPAIGNS) > Behaviors.
  2. Create a new behavior or edit an existing behavior.
  3. Search for the filter from the drop-down menu following who matched and provide any additional required information.

    Apply-filter-example.png

  4. Click Save.

Apply a filter to a campaign

  1. Go to Campaigns.
  2. Create a new behavioral campaign or edit an existing behavioral campaign.
  3. In Enrollment, select Customers who have done and click Next.
  4. Search for the filter. In this example, entering mobile displays the Mobile Traffic filter for selection.

    Select-filter.png

  5. Click Save and Go Live with the campaign.

Apply a filter to reports

  1. Go to Company > Reports.
  2. Create a new report or edit an existing report.
  3. Search for the filter (All Events in the following image) in the report's expression.

    filter-reports.png

  4. Click Save.

Edit a filter

  1. Select the options menu (...) 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. Select the options menu (...) in the main navigation > Filters.
  2. Locate the filter you'd like to delete and click its name.
  3. Click Delete.
  4. 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. Select the options menu (...) in the main navigation > Filters.
  2. Locate the filter you want to share and select the Copy icon.
  3. Select the Account you want to share with. If you select the current account, ODP will create a copy instead.

    copy-filter.png

  4. Select the Scope you want to have access to the behavior.
  5. Click Copy to confirm the share.