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

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.