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
- Go to Data Setup > Filters.
- Click Create New Filter.
- Enter a Name for the filter.
- Select the Visibility setting (Account, Scope, Personal).
- 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.
- Select the Feed (Events, Products) to determine which fields are available in the filter.
- Customize the elements of your filter.
- Click Save.
Available operators
Number
- = (equal)
- ≠ (not equal)
- > (greater than)
- ≥ (greater than or equal)
- < (less than)
- ≤ (less than or equal)
- is empty
- is not empty
String
- = (equal)
- ≠ (not equal)
- ≈ (matches)
- ≉ (does not match)
- is empty
- is not empty
Boolean
- True
- False
- Either
- Not Set
Non-exact matching and wild cards for strings
You can use wildcards inside of a string by placing an asterisk (*) anywhere in the string when the operator is set to matches (≈). If you want to include an asterisk 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 them more complex and targeted. Each example below reviews how these options can complement each other.
+Value considers additional values in an individual rule. This example 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 create and save a filter, you can apply it to segments, behaviors, campaigns, and reports.
Apply a filter to a standard segment
- Go to Customers > Segments.
- Create or edit a segment.
- Create or add a Customers who have done something or Customers who have not done something segment expression.
- Select a filter and provide any additional required information. You can have multiple filters.
- Click Save.
Apply a filter to a behavior
- Go to Data Setup > Behaviors.
- Create or edit a behavior.
- Click Filter and select your desired filter. You can select multiple filters.
- Complete the rest of the settings and click Save.
Apply a filter to a campaign
- Go to Activations > Overview.
- Create or edit a behavioral campaign.
- In Enrollment, click Create New Segment and select Customers who have done something.
- Select a filter. In this example, entering mobile displays the Mobile Traffic filter for selection.
- Complete the enrollment settings, then click Save and Go Live with the campaign.
Apply a filter to reports
- Go to Reports > Custom Reports.
- Create a new report or edit a report.
- In the report's expression, search for the filter (All Events in the following image).
- Click Save.
- Enter a Name for the report and select the Visibility.
- Click Save again.
Edit or delete a filter
- Go to Data Setup > Filters.
- Click the name of the filter you want to edit or delete.
- Click Edit or Delete.
- 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.
- Go to Data Setup > Filters.
- In the row of the filter you want to share, click the Copy icon.
- Select the Account and Scope with which you want to share the behavior. To create a copy instead, select the current account and scope.
- Click Copy to confirm.
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