Using the Filter Builder

A filter can be created by navigating directly to the Builder from the Dashboard. This article will discuss the process of creating, viewing, cloning and editing filter via this route.

Alternatively, it is possible to create and view a filter during the process of Creating a Campaign when Adding Communication Lists. Within the Communication List, click New Filter and the Filter Builder will open in a new tab. Once open, follow from step 3 of Create a new filter below. 

Create a new filter

1. After logging in to APPS, navigate to the Campaign Manager module from the dashboard on the left-hand side and select Builder.
2. The Filter Builder page will now appear, with the node tree displayed on the left-hand side. 

   The available nodes and their content may vary by organisation. An overview of the main nodes can be found in the Filter Builder Nodes Explained article.

   

   Queries are built by selecting nodes from the drop-down menu on the left-hand side and dragging them in to the box with the dashed edges in the centre of the screen. Conditions among the selection criteria are determined based on where they are added:

   • Side by side on the same line deploys an EITHER/OR logic (inclusive of both conditions)
   • On a separate row deploys an AND logic. However, you can change this to be NOT by clicking on the word AND at the beginning of the row

   In the Image 1 example below, a contact will fit the criteria if they were opted in to hear about Tickets OR Retail. 

   In the Image 2 example below, a contact will fit the criteria if they were opted in to hear about both Tickets AND Retail. 

   

    

   For an email campaign, your filter should always include the following criteria to ensure GDPR compliance, as well as any additional bespoke criteria:

   1. Contact Channel = Email, AND
   2. Contact Channel = NOT Email Suppressed, AND
   3. Marketing Preferences = Select a relevant email preference, AND
   4. Role / GDPR ActivityScale = NOT 25+ Months To find out more about how to use the individual nodes, read our Filter Builder Nodes Explained article. 
3. To remove a node from the filter criteria, click on the X in the top right-hand corner of that node. To remove the row entirely, click on the X on the top right-hand corner of the row.
4. Once you have created your filter query, check the number of contacts that meet the criteria by clicking Run in the top right-hand corner. You can do this at any point during the filter building process.
5.  Whilst the filter is running, Run will change to Working. 
6. Once complete, counts will show along the top of the screen for Total Count, Distinct Address, Distinct Email and Distinct Mobile. The date and time that the filter was Last Run will also be displayed.
7. When you have finalised your criteria for the filter, click on the floppy disk icon on the right-hand side to save your filter. Add a Filter Name and Filter Description, then click Continue.
8. The filter is now ready to attach to a Communication List.

   Find out more about Communication Lists here.

View an existing filter

1. 1. After logging in to APPS, navigate to the Campaign Manager module from the dashboard on the left-hand side and select Builder.
   2. The Filter Builder page will now appear.
   3. Click on Existing Filter in the top left-hand corner. Here you will see a list of previously saved filters, ordered by recency. Use the search bar to locate your filter or scroll down the list.
   4. Once you have located your filter, click on the name and your filter criteria will appear in the box with the dashed edges in the centre of the screen. Counts will also show along the top of the screen for Total Count, Distinct Address, Distinct Email and Distinct Mobile. The date and time that the filter was Last Run will also be displayed.
   5. Click Run in the top right-hand corner to re-run the filter and see up to date counts.

Clone an existing filter

It is also possible to clone an existing filter. You may wish to clone a filter when the criteria of the new filter you are creating is very similar to that of an existing filter. 

1. Once you have located your filter, click on the clone filter icon in the top right-hand side.
2. Add a Filter Name and click Continue.
3. The filter is now ready to edit and attach to a Communication List.

   Find out more about Communication Lists here.

Edit an existing filter

1. To edit an existing filter, amend any criteria that you want to update then click on the floppy disk icon on the right-hand side to save your filter.
2. Select whether to Overwrite the existing filter or Save As, then click Save. When selecting Save As, you'll be prompted to add a Filter Name and Filter Description before clicking Save.
3. The filter is now ready to attach to a Communication List.

   Find out more about Communication Lists here.

Contact your Customer Success Manager if you require any assistance outside of what is outlined in the Help Center.