How Segment Filters Work

Filters determine which contacts are returned when the segment is applied to contact data.

You can use expressions and operators to determine a data set, and you can also use SQL-type functions (such as aggregate, string, date, logical, and math functions) to define expressions when creating a filter. From the Criteria tab of the Segment editor, you can define the filters used by your segment and the database tables used to create the filters.

The Data Dictionary section lists the database tables that can be accessed by the segment. You can also join tables to columns in other tables, such joining the Contacts (contacts) table to the Incidents (incidents) table.

The Fields section shows the fields (database columns) associated with the table selected in the Data Dictionary section. You can drag and drop fields from the Fields section to the Filters section to filter contacts by that field. For example, you could select the Contacts table in the Data Dictionary section and drag and drop the State/Province field from the Fields section to the Filters section to filter contacts by the state in their address. For a description of the available tables and columns, see the Overview of the Data Dictionary.

In addition to drag-and-drop functionality, you can click Add Filter in the Actions section to add a filter. After filters are added, you have additional options in the Actions section to edit and delete filters and change the logical expression used for multiple filters.