Our Campaign Manager has a search-filtering panel with a lot of features and options, to help you find the results you are looking for.
The advanced filter panel consists of three main parts: fields, sorting and limits. This guide shows you how to use the different sections of this filter and how to save your filter settings as a preset.
The advanced filter can be found in the upper right corner of the Campaign Manager interface.
In this section you can select one or more fields you want to use as a filtering parameter. In the first drop-down list, you can select the name of the (custom) field, then next to it you can select the rule you want to apply.
This is a logical condition that defines how the filter should work, in relation to the Value parameter in the end of the row.
There are three types of data in Campaign Manager you can use here, and accordingly, there are specific rules you can use for each of them.
- For the Text type, you can set up either the Contains, Equals, Does not contain and Does not equal rules with a provided text as Value.
- For the Integer type, you can set up either the =, <, >, ≠, ≤, and ≥ rules with a provided integer as a value.
- For the True/False type, you can set up a rule that filters your results based on whether they are True or False, which you can set in the Value section.
- For the Select and Multiselect type, the same rules apply as the ones for Text
- Select handles single values for a field
- Multiselect handles several values for a field
- In case of Select, using Contains or Equals would result in the same effect.
- Besides the listed above and custom fields, you can also filter per various importing aspects:
- Import date: the date of the import
- Import user: the user who performed the import process
- Import name: that is the file name of the imported database
The specific values and parameters you enter in the third column must be separated with a single comma (,).
You can add more than one row here with the + Add filter button, so a more precise filtering setup can be achieved here. Please note, that when more than one row is added, then the logical relation between them is an AND relation.
Here you can also search for customers who
- Are not assigned to any Collections, or
- Were not imported to the database with a certain import process
Sorting places the result of your filtering settings in the precise order you want. This consists of three options. In this regard, you can choose to have either:
- No sorting of any kind
- A randomized sorting option, or
- Sorting your results per columns
In the latter, you can choose the exact columns you want to use for sorting (from the first drop-down menu) and the sorting order as well (ascending or descending).
It is possible to add more sorting rows here, so your results would appear in a more structured way, showing different sections of your results according to the added sorting rows.
Limits are used for setting the number of displayed results out of the total number of results based on your filter criteria. You can choose from three options here:
- No limit means that all of the results appear once you apply the filter.
- Records means that only a certain number of your results appear once you apply the filter. This number is specified by defining a range of the listed records. E.g.: Entering “1-5” means that records starting from the 1st record up to the 5th one are listed (a total of 5 records). (This section handles the value entered second as an inclusive value, meaning that if n is entered, then the list of records does include the nth record too.)
- Percentage (%) means that only a certain percentage of your results appear once you apply the filter. This percentage value is specified by you.
Once you have set up your filter, you can either apply it or save it for using it in the future.
Filters can be turned on or off from the upper right corner button of the Campaign Manager interface.
If you save your filter settings, you can use them later on as filter presets. These filter presets can be reached from the same Filter button from the upper right corner, appearing in a drop-down list. Choosing one of the presets loads automatically the filter’s parameters, showing the filtered results.
Filter preset actions
Clicking on the three-dot icon next to a filter preset (kebab menu), you can find three actions related to the presets.
- Modify opens the preset and lets you edit any of its parameters, then save it.
- Rename lets you provide another name for the preset.
- Delete filter removes the filter preset from this list.
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