Work with predefined filters

April 3, 2025

Predefined filters are custom filters created and saved for future use. They act as shortcuts during filtering operations with the query modeler. For example, they can be used when filtering a list of data or creating the audience of a delivery.

You can use existing built-in filters to access a specific subset of your data or create your own predefined filters and save them.

Predefined filters menu interface

Create a predefined filter

Create a filter from the query modeler

Save a custom filter from the query modeler to make it available for future use. Follow these steps:

  1. Open the query modeler and define your filtering conditions. In the example below, recipients who live in Madrid and subscribed to a newsletter are filtered.

  2. Click the Select or save filter button, and select Save as a filter.

    Save predefined filter interface

  3. Select Create a new filter, and enter a name and a description for that filter.

    Save filter details interface

    You can save the filter as a favorite if needed. Learn more in this section.

  4. Click Confirm to save your changes.

Your custom filter is now available in the Predefined Filters list and accessible to all Campaign users.

Create a filter from the filter list

Create a filter from the Predefined filters entry in the left menu. Follow these steps:

  1. Browse to the Predefined filters entry in the left menu.

  2. Click the Create filter button.

  3. Enter the filter name and, from the Document type field, select the schema it applies to. The default schema is Recipients(nms).

  4. Define the rule for the filter. For example, profiles older than 30.

    Filter rule for profiles older than 30

  5. Save your changes.

    New filter saved interface

The filter is added to the predefined filter list. You can save the filter as a favorite if needed. Learn more in this section.

Save your filter as a favorite

When creating a predefined filter, enable the Save as favorite option to see this predefined filter in your favorites.

When a filter is saved as a favorite, it is available to all users in the Favorite filters section of the filter creation list, as shown below:

Favorite filters section

Use a predefined filter

Predefined filters are available when defining rule properties. To access predefined filters, choose the Select custom filter option in the drop-down of the query modeler.

Access the full list of predefined filters available for the current context, and use shortcuts in the Favorite filters section of the drop-down. Learn more about favorites in this section.

For example, to build an audience from a predefined filter, follow these steps:

  1. Browse to the Audiences entry in the left menu and click the Create Audience button in the upper-left corner of the audiences list.

  2. Enter the audience name, and click the Create Audience button.

  3. Select the Query activity, and, from the right pane, click the Create audience button.

    Create audience interface

  4. From the Select or save filter button, choose the Select custom filter option.

    Select custom filter option

  5. Browse to the predefined filter to use to create the audience, select it, and confirm.

    Predefined filter list interface

  6. Check the rule properties for this filter and confirm.

    The filter is now used as a query in the Query activity.

    Query activity with predefined filter

  7. Save your changes and click the Start button to build the audience and make it available in the audience list.