Overview
Filters are a collection of events and are commonly used to refine the results of segments, behaviors, and reports. Filters can be shared with all account users, a specific user scope, or owned individually. An example of a filter is device-specific traffic from a particular region.
Create a filter
To create a filter:
- Click the three-dot icon next to Campaigns in the main navigation.
- Select Filters from the dropdown menu.
- Select the Create New Filter option at the upper left.
- Provide a name for the filter in the Name field.
- Select the desired Visibility setting.
- Select the desired Conversion setting. Enabling this setting for a filter will allow it to be used in attribution and funnels to determine how events influence conversions.
- Select the desired Engagement value. Setting an engagement value applies the value to the event. To set a specific value, select "Static Value" and set it to a predetermined value. Static values are commonly used when filtering events like affiliate clicks, customer sign-ups, and form submissions.
- Select the desired Feed. This will determine which fields are available in the filter.
- Customize the elements of your filter. An example can be found here.
- In the upper right, click the Save button.
Available operators
Number |
String |
Boolean |
= (equal) ≠ (not equal) > (greater than) ≥ (greater than or equal) < (less than) ≤ (less than or equal) is empty is not empty |
= (equal) ≠ (not equal) ≈ (matches) ≉ (does not match) is empty is not empty Timestamp |
True |
Non-Exact Matching and Wild Cards for Strings
Wildcards can be used inside of a String by placing a '*' anywhere in the string when you are in "matches" mode (≈). If you specifically need to specify a *, then use '[*]' within your string.
Recreating an example filter
When creating filters, you will be able to use the +Value, +Add, and +Or options. These allow your filter to become more complex and targeted. Each example below reviews how these options can build on each other to create a more robust filter.
The +Value option allows additional values to be considered in an individual rule. In this case, the +Value option was used to create a filter that qualifies events from iPhones and iPads.
The +And option allows you to require that multiple rules be considered at once. In this case, the +Add option was used in conjunction with the +Value option to create a filter that qualifies events from iPhones or iPads that originated in the USA at least a day ago.
The +Or option allows a completely separate rule to also be considered. In this case, the +Or option was used in conjunction with the previous ruleset to create a filter that qualifies events from iPhones or iPads that originated in the USA at least a day ago or all events from Pixel devices.
Apply a filter
Once a filter has been created and saved, it can be applied to segments, behaviors, campaigns, and reports.
Segment
To apply a filter to a segment:
- Navigate to Customers > Segments via the main navigation.
- Create a new segment or edit an existing segment.
- Create or add a Have done something or Have not done something segment expression.
- Search for the desired filter and provide any additional required information.
- Select the Save option at the upper right.
Behavior
To apply a filter to a behavior:
- Click the three-dot icon next to Campaigns in the main navigation.
- Select Behaviors from the dropdown menu.
- Create a new behavior or edit an existing behavior.
- Search for the desired filter from the dropdown menu following "Who matched" and provide any additional required information.
- Select the Save option at the upper right.
Campaign
To apply a filter to a campaign:
- Navigate to Campaigns via the main navigation.
- Create a new behavioral campaign or edit an existing behavioral campaign.
- Select Customers that trigger an event from the Enrollment settings.
- Search for the desired filter via the Filter dropdown menu.
- Save and Go Live with the campaign as usual.
Reports
To apply a filter to a report:
- Navigate to Company > Reports via the main navigation.
- Create a new report or edit an existing report.
- Search for the desired filter via the first dropdown menu of the report's expression.
- Select the Save option at the upper right.
Edit a filter
To edit an existing filter:
- Click the three-dot icon next to Campaigns in the main navigation.
- Select Filters from the dropdown menu.
- Locate the filter you'd like to edit and click its name.
- Click the Edit button in the upper right.
- Make the desired changes and click the Save button at the upper right.
Delete a filter
To delete an existing filter:
- Click the three-dot icon next to Campaigns in the main navigation.
- Select Filters from the dropdown menu.
- Locate the filter you'd like to delete and click its name.
- Click the Delete button in the upper right.
- Click the Yes, delete it button to confirm.
Copy or share a filter
The structure of a filter can be copied or shared between Zaius accounts so that the same filter can be used in each. To create a copy or share your filter with another account:
- Click the three-dot icon next to Campaigns in the main navigation.
- Select Filters from the dropdown menu.
- Locate the filter you'd like to share and select the Copy
icon.
- Select the Account you'd like to share with via the dropdown menu. If you select the current account, a copy will be created instead.
- Select the Scope you'd like to have access to the behavior via the dropdown menu.
- Click the Copy button to confirm the share.