Documentation Campaign Campaign Web User Interface

Work with predefined filters predefined-filters

Last update: Fri Mar 08 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

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

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

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Create a predefined filter create-predefined-filter

Create a filter from the query modeler create-from-rule-builder

You can save a custom filter from the query modeler to have it available for future use. Follow these steps:

Open the query modeler and define your filtering conditions. In the example below, you filter recipients who live in Madrid and subscribed to a Newsletter.
Click the Select or save filter button, and select Save as a filter.

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

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You can save the filter as a favorite if needed. Learn more in this section.
Click Confirm to save your changes.

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

You can create a filter from the Predefined filters entry in the left menu. To perform this, follow the steps below:

Browse the the Predefined filters entry in the left menu.
Click the Create filter button.
Enter the filter name and, from the Document type field, select the schema it applies to. The default schema is Recipients(nms).
Define the rule for the filter. For example, profiles older than 30.

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Save your changes.

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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 fav-filter

When creating a predefined filter, you can enable the Save as favorite option if you want 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:

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Use a predefined filter use-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.

You can then access the full list of predefined filters available for the current context, and use shortcuts available 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:

Browse to the Audiences entry in the left menu and click the Create Audience button in the upper-left corner of the audiences list.
Enter the audience name, and click the Create Audience button.
Select the Query activity, and, from the right pane, click the Create audience button.

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

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

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Check the rule properties for this filter and confirm.

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

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