Optimizely Content Recommendations filters

  • Updated

Filters let you create granular views of data. A filter is composed of a field, conditions, and target. For example, Published (field), After (condition), January 1 (target). Content view, Insight view, and Engage view each have separate filters.

You should organize compound filters from widest-to-narrowest focus. For example, set a compound filter using source, main category or folder, and folder exclusions like so:

  • Sourceis at least one ofwww.MySite.com
    (You have multiple sites and want to analyze only one of them.)
  • Original URLcontains/Products/
    (You want to see how your products are performing with site visitors.)
  • Original URLdoes not contain/archived-products/
    (You do not want to see products that are discontinued or otherwise archived.)
  • Original URLdoes not contain/discounts/
    (Exclude discounted products from the analysis.)

After you create one or more filter definitions, save each one so you can view them repeatedly. However, you cannot use a saved filter in another section. (That is, you cannot use a saved Insight filter for Engage data. So create and save filters in each view.)

Image: Filter Options

To use a saved filter, open the filter menu in any view and select the filter that you want.

Image: Create filter options

If you modify a filter's criteria, instead of saving a new filter, you can update the saved filter from the Save As menu.

Image: Save filter

Select Filter Options to change the filter name, share the filter with others, or delete it.

Image: change filter options

If you share the filter with other members, the filter is moved from My Saved Filters to Shared Filters in the filter menu.

shared filters menu

If a content item is marked as Unapproved, Engage does not include it in recommendations. To avoid Unapproved content, add the Approval State filter to show only approved content. Add a filter for an import date.

An import date corresponds to the first time a user interacted with a piece of content after the Optimizely tracking was put in place. An import date can be weeks, months, or years after the published date.

filter: approval state

Filtering on multiple goals to content

The following example shows multiple goals.

filter: multiple goals

Filtering content that has little or no impact on goals

To understand which content is having little or no impact on goals, change the condition to does not include as shown:

Image: filter content that has little impact on goals

Filtering specific content

To see the performance of a specific piece of content, you can set the following field and condition:

filterng specific content

Filtering content in a section

Use this filter to see pieces of content in a section:

filtering content in a section

Filtering pay-per-click (PPC) channel

PPC channel filters are created for you. Contact Optimizely support. Channel filters provide visibility into what drives content consumption.

filtering pay-per-click channel