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 an explanation.
Remember that all examples in this article depend on the data in your Splio universe database. If it does not contain the data used here, the examples won't work.
Access to filters
You can access all your filters directly from the Target module in the top menu and create filters using the button on the top right corner.
Access to filters (red arrow) and filter creation (green arrow)
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.
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 can be used to organize your filters.
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 women,
- 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 rectangle 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 now save if you wish. If you do, you'll have a very simple, gender-based filter.
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 rectangle), 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.
You can edit your filters at any time. The conditions will be automatically applied to your filter, and the filter recounted.
Be careful though, if you edit a filter which is currently being used in a trigger campaign, it will trigger for the campaign to be sent to the recipients entering the filter.
The changes will also apply to any other filter the filter is referred in with the condition 'presence in filter'.
Exception: The filters cannot be edited while they are computed. A filter's edition mode is not available when it is counted; the button will appear when the computation is over.
Splio platform allows you to create 1024 filters per universe; such limitation is by default and cannot be changed anyway.