Create pre-defined filters creating-pre-defined-filters

Create pre-defined filters to define eligibility rules for the target population that can easily be re-used during offer creation. They are specific to each environment and take the offer parameters into account.

To create a pre-defined filter, apply the following process:

  1. Browse to the Administration folder and select Pre-defined offer filters.

  2. Click New.

  3. Change the label to be able to identify the filter later.

  4. Select the field that the filtering condition will concern.

  5. Select an operator and a value if necessary, then save the query.

  6. Click Preview to view the result of the filter.