Creating your first filter
This document will guide you through creating a fairly complex filter in very small steps. You will first learn how to create a simple filter, we will then expand it with explanation.
Remember that all examples in this article depend on the data in your Splio universe's database. If it does not contain the data used here, the examples won't work.
Access to filters
You can access filters from the Target module in the top menu bar, and create filters using the universal "New" button.
Access to filters (red arrow) and filter creation (red arrow)
You can find more information on how filters are displayed and managed under Filters management.
Let us create your first filter
We are going to create a filter that matches all women aged 25 to 35, living in Paris, France. Though it sounds complicated, Splio makes it simple.
Begin by clicking "New filter". If the "New" button shows something else, click the right part of the button and select "Filter" from the drop-down list.
The "new filter" splashscreen
In the blue screen, enter the filter name and click "Next". This filter will include contacts, so we leave the "contacts" tile highlighted.
You are now in the "about" tab of the filter. Here you can edit the name and the scope (that is, the kind of data included in the filter) you entered in the previous screen.
The "about" tab - edit name, scope, description and tags
Use the description: it is here that you can leave information for your coworkers and yourself. If you describe how the filter works and why you needed it, you may find it useful later. Tags are used to organize filters. See "filters management" to learn more.
When you have finished, go to the "conditions" tab.
You are going to select conditions from the criteria panel on the left (marked blue) and fill the details in the conditions on the right (green).
The "conditions" tab layout
The plan is to find contacts who:
are aged 25 to 35 years, and
live in Paris, France.
Note that this guide uses custom fields. Custom fields are items in the database that were configured for your organization. In the example universe, all personal data that are not used directly to send email or SMS messages are stored in custom fields.
Condition 1. Gender
Find the "gender" field in the criteria panel (the search box may help you).
Searching criteria for "gender"; the brown box shows the search box
Click the highlighted condition in the criteria panel to make it appear on the right. Enter "woman" as the required value.
The first condition has been added
You can save now if you wish. If you do, you'll have a very simple, gender-based filter.
We encourage you to read on to learn more.
Condition 2. Age
You are going to use "birthdate" to calculate age. It is a custom field, too, but you can compare it with other dates. Find this field in the criteria panel and click it to add it as a condition (brown square below).
Adding the age-based condition
Click on the operator (green box) and select "event rolling date > between x and y time ago", as in the image. Enter the numbers 25 and 35.
Condition 3. City
Click on "city" in the criteria panel (brown box), then type the name of the city ("Paris", as shown by the green arrow).
Adding the city condition
Click the "Create" button at the bottom right of the screen and wait a little for your filter to be calculated. Enjoy!
You can edit your filters at any time. The conditions will be automatically applied to your filter, and the filter recounted.
The changes will also apply to any other filter the filter is referred in.
Exception: The filters cannot be edited while they are computed. A filter's edition mode is not available it is counted; the button will appear when the computation is over.