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Creating Filters and Defining Filter Criteria

A filter is a collection of inclusion and exclusion criteria that narrow the number of records in the source database that a snapshot will capture. Exclusion criteria are applied before inclusion criteria. For example, if a contact record meets the exclusion criteria, the record is not considered when Siebel Marketing performs the extraction of data for the snapshot. If your filter criteria specify that you only want to include residents of California and exclude records with a do-not-contact flag, those records are excluded before California records are included.

During snapshot generation, the filter expression is applied first. This includes or excludes groups of people, depending on the filters you create. Then segment criteria are applied, and contacts that meet the criteria are included in the segment counts.

The All Filters list displays defined filters. The read-only Inclusion and Exclusion boxes show filter criteria for the selected record. Criteria details for the selected filter may be viewed or edited by clicking the Filters Detail view tab.

To create filters and define filter criteria, perform the following tasks:


 Siebel Marketing Guide 
 Published: 23 June 2003