Add Filters to a Segment

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

1. Select a table in the Data Dictionary section.
   The table columns appear in the Fields section.
2. Drag and drop a column name from the Fields section to the center of the Criteria tab.
   Tip: You can also add a filter by clicking Add Filter in the Actions section or double-clicking a column name in the Fields section.

   The Edit Filter window opens.

3. Enter the name of the filter in the Name field.
   The name appears in the Filters section of the Criteria tab.
4. Enter field information.

   Edit Filter Window

   Field	Description
   *Expression	Enter the expression you want to use to limit the data set in this field. The syntax is <table_name>.<column_name>. As you type an entry in the Expression field, a drop-down list displays a list of database tables that begin with the letters you type. You can enter the complete expression or select a table and field from the drop-down list. You can also select a table and column or function by right-clicking in the field. Tip: If you drag and drop a column name from the Fields section, the field contains the table and column name.
   Operator	Select the operator to use in comparing the expression to the value. The available operators vary depending on the expression.
   Value Type	Select the type of value to match with the expression from these options.
   Constant	Select this option to type the value to complete the filter or select the value from a drop-down list or calendar (depending on the expression).
   Expression	Select this option to enter an expression to complete the filter, using the syntax <table_name>.<column_name>.
   Value	Enter the value that the expression is compared to. The available options in the Value field change depending on the type of field, the operator you select, and the value type. For example, when the field type is menu, you select it from a drop-down list, but when the field type is date, you select if from a calendar.

5. To customize the list of values that display in the Value field, click Customize.
   The Customize link is available only when you select equal or list values from the Operator drop-down list and when the Value field displays as a drop-down list.
6. To select an expression or expression value from a list of database fields and functions, click Use Data Dictionary. The Edit Expression window opens.
   1. Enter the expression by dragging and dropping columns and functions from the Available Columns/Functions section to the Expression section.

      Edit Expression Window

      Expression	Description
      Current Dataset	Select a table and column from the tables currently used in the segment. The Contacts table is available by default.
      All Tables	Select a table and column from the available tables.
      Functions	Select a function to filter contacts in the segment.

   2. Click OK to save the expression and return to the Edit Filter window.
7. Click OK to save the filter.
   Note: If there is an error in the expression, the Expression field changes to orange and an error exclamation point appears. Hover over the exclamation point for more information about the error. You must either correct the error or click Cancel to exit the window.
8. To edit a filter, do one of the following:
   • Select the filter and click Edit Filter in the Actions section.
   • Right-click the filter in the Filters section and select Edit Filter.
9. To display the filter expression in the Filters section instead of the name you defined, click Display Filter Descriptions. To switch back to the filter name, click Display Filter Names.
10. To delete a filter, do one of the following:
    • Select the filter and click Delete Filter in the Actions section.
    • Right-click the filter in the Filters section and select Delete Filter.
11. To define the logical expression used when multiple filters are included in the segment, see Edit a Logical Expression.
12. To define the tables and joins used in the segment, click Edit Data Set in the Advanced Options section. See Edit the Data Set.
13. To apply group filters to the segment, click Edit Group Filters in the Advanced Options section. See Create a Group Filter.