This section contains procedural information you can use when using the Data Filters feature.
How to Create a Data Filter Definition
Before you begin this procedure, you must create measures to include the data filter definition. After you complete this procedure, you can include the filter definition in a group or a filter activity.
Use the following steps to create a filter definition.
- Click the Subscribers tab.
- Click Data Filters.
The Data Filters screen appears. - Click the Create button from the toolbar.
Note: When you create a data filter, the system defaults the outer grouping to contain one condition. You might want to delete this default condition by clicking the Delete button before adding inner groupings.
- Complete the information in the Properties section:
- Name - The name of the data filter. You use this name to identify the data filter in the application. This value is not visible to your subscribers.
- External Key - The unique identifier of the data filter. You use this identify to identify the data filter with the API. This value is not visible to your subscribers.
- Description - The description of the data filter. You use this description to identify the filter in the application. This value is not visible to your subscribers.
- Create the filter conditions in the Filter section:
| Data Source | The source of the data to be evaluated. The value you select in this field determines the values that you can select in the attribute field. Valid values include: - Profile Attributes - Indicates that the data filter is intended for segmenting a subscriber list. If you select this value, you will be able to choose profile attributes in the Attribute field.
- Data Extension - Indicates that the data filter is intended for segmenting a data extension. If you select this value, you must select a data extension in the Data Extension field.
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| Data Extension | This field appears only if you select Data Extension in the Data Source field. The data extension you select in this field determines the columns you can select in the Attribute field. |
| Attribute | The attribute to evaluate. Valid values in this field are determined by the value you select in the Data Source and Data Extension fields |
| Operator | The operator to use to evaluate the subscriber value against the criteria value. Valid values for this field are determined by how you set up your subscriber attributes. See Logical Operators for availability and explanation of each operator. |
| Criteria Value | The value against which the subscriber attribute value is compared to determine whether it satisfies the condition. If you chose a date-based attribute (like "Birthday"), you have four criteria options: - Date - the filter will run on the date you select, and only that date.
- Today - the filter will run today. For example, if you chose "Birthday" and use the filter on November 8, the subscribers with a birthday of November 8 will receive an email.
- Today Plus - the filter will run X number of days, weeks, months, or years before the date attribute. For example, if you chose "Birthday" and enter "Today Plus 5 days", the filter will send an email to subscribers five days before their birthday. Use this when you want to segment based on a future date.
- Today Minus - the filter will run X number of days, weeks, months, or years after the date attribute. For example, if you chose "Birthday" and enter "Today Minus 5 days", the filter will send an email to subscribers five days after their birthday. use this when you want to segment based on a past date (like sending a survey after an event).
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| Click to move a condition or grouping to a different location in the data filter. |
| 
| Click to delete a condition or grouping. |
| 
| Click to add a condition to a grouping of conditions to be evaluated together. |
| 
| Click to add a grouping to contain conditions to be evaluated together. |
|  and 
| When you add more than one condition to a grouping or more than one inner grouping to an outer grouping, you can specify how the filter evaluates the grouping by clicking the blue operator button on the left side of the grouping. The button toggles between AND and OR. |
The value in the Filter Text section changes to reflect the structure of the data filter.
Tip: You can click the words 
and 
to change the name of the grouping.
- Click Save.
How to Create a Data Filter-Based Group Using the Group Wizard
This procedure contains steps to create a data filter-based group. You can perform this procedure regardless of whether you use interactions.
If you use interactions, you can create a data filter-based group as a result of a subscriber attribute-based filter activity. See How to Create a Filter Activity.
Before you perform this procedure, you must create the data filter definition and the list to be filtered.
Use the following steps to create a data filter-based group by using the group wizard:
- Click the Subscribers tab.
- Click the my groups folder.
- Click the Create Group button in the toolbar.
The Create Subscriber Group wizard appears. - Click Next.
- Select Build a group based on a Data Filter and click Next.
- Complete the fields:
- Look for - The name of what to include in the group. Currently, this field must contain Subscribers.
- In -The list to segment with the data filter. Click the Browse button to select a list.
- Using Data Filter - The data filter to use to segment the list.
- Group Name - The name of the group to create with this wizard.
- Store the group in the folder - The folder to contain the group you are creating with this wizard. Double-click the folder names to navigate into them, or click the New button to create a new folder.
- Click Create.
This page was last updated by Adam Evans on Tue, 15 Nov 2011 14:17:48 GMT.
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