Applying Filters

The most common reason to apply a filter is to define the contacts who will receive a campaign. There are two types of filter for this purpose.

  • Saved filters - created and saved at the workspace level and can be applied to multiple lists at the same time.
  • Dedicated filters - created within a campaign and only applied to the data associated with that campaign.

You can only use one filter at a time for a campaign, but the filter may include multiple rules.

Contacts can also be filtered whenever you are using the data viewer, e.g. to segment your data directly from your core table.

Another way of using filters is with the recurring campaigns feature, which can be used to automate regular campaign launches to particular lists.

Apply a saved filter to a campaign

To apply a saved filter to a campaign:

  1. Open the target step of your chosen campaign.

  2. Press the add filter button.

    Tip: alternatively, if the filter is only to be used within the chosen campaign, you can create a dedicated filter.

  3. From the list of filters, select the filter you wish to apply.

    Note: The filter selector will only display filters that are:

    • available in the current workspace, and

    • associated with the same core table as the campaign's list.

  4. Press the okay button to confirm your selection. The filter name will be displayed in the campaign target step.

  5. Press the update count button to run your filter against the target list and view how many contacts match the filter.

    Tip: select the returned filter count to view the list of individual contacts.

    Note: some filters may take time to run, e.g. the filter is very complicated, you are running an event match with no date restriction, you are working with a large volume of data, etc.

    While Adestra is calculating your filter count, you may leave the page, e.g. to begin composing a mailing. and return later to view the results.

  6. If you are happy with the results, you can proceed with your campaign. If the results are not what you expect, you can change or remove your filter.

Note: counts may differ over time if your filter contains date-based rules, and final campaign launch quantities may differ as no suppression is applied to filter counts.

Change or remove a filter from a campaign

To change an applied filter:

  1. Open the target step of your campaign. Details of the applied filter will be displayed.

  2. Press the change filter button alongside the filter name.

  3. From the list of filters, select the filter you wish to apply.

    Note: The filter selector will only display filters that are:

    • available in the current workspace, and

    • associated with the same core table as the campaign's list.

  4. Press the okay button to confirm your selection. The filter name will be displayed in the campaign target step.

  5. Press the update count button to run your filter against the target list and view how many contacts match the filter.

To remove a saved filter from a campaign:

  1. Open the target step of your campaign. Details of the applied filter will be displayed.

  2. Press the remove filter button alongside the filter name.

Note: Removing a dedicated filter deletes that filter from the system and is not recoverable. Saved filters are not deleted and will still be saved in the filters list.