Classic Filters
Important: This topic only applies if you do not have Audience Designer enabled for your account. If you have an account without Audience Designer and would like this feature enabled, please log in to My Oracle Support and create a service request. When Audience Designer is enabled for an account, existing classic filters can still be run, edited, and saved as another classic filter, but new classic filter cannot be created in the Filter Designer. If the Audience Designer is enabled for your account, see Simple Filters for information about filters.
Use classic filters to target customers with messaging that's relevant to them.
A filter generates a view of records from a list by comparing attributes that you define with rules to the fields in each customer record. You can create complex filters by combining several rules with AND/OR conditions.
Using filters, you can maintain a single customer list with thousands of records while easily focusing on a selected group of customers to receive specific campaigns.
Filters apply the rules you've created to the set of records in your list at the time you send out a campaign. This means that they always select the most current records as your list evolves through customer record additions, deletions and changes.
If the Distributed Marketing controlled feature is enabled for your account, part of your responsibility is to design filters that apply to your primary data source. Your local marketers use these filters to target their campaigns at specific segments of the audiences that are accessible to them.
The Filter Designer
You can use the Classic Filter Designer to set up a simple rule that focuses on a single attribute, such as whether the contact has been sent an email. Or, you can design more complex filters to precisely define a target group of recipients based on four kinds of attributes:
- Profile: System-defined fields, such as recipient geography, or custom fields, such as gender.
- Recency: Dates of the most recent customer interactions, such as Last Sent Date.
- Interaction: Customer behavior, such as Opened or Clicked.
- Import: Select recipients based on their presence in a specific import load.
- Program: A recipients’ presence in a program.
- Import: A recipient’s presence in a specific import load.
Learn more about building a Classic Filter. Learn more about filter attributes.
Note: You can use a filter only with the original list for which it was designed.
About App Channel List Filters
The App Channel List is used in Mobile App campaigns. This list stores all known and anonymous user and device information required for Mobile App campaigns.
When you create an App Channel List, you specify a match key to identify and assign known users in the App Channel List. For known users, the PROFILE_RIID field in the App Channel List is set to the corresponding RIID in Profile List.
You can use the Classic Filter Designer to create App Channel List filter. Use the filter to send cross-channel or Mobile App campaigns to known users and unknown devices.
In addition to the available App Channel List fields, you can use App Channel List PET fields, associated Profile and PET fields in the App Channel List Filter. Learn more about filter attributes.
Filter Types
You can use filter rules with lists, programs, and supplemental tables:
- List filtering – You use the Filter Designer to create rules to target recipients for your campaign messaging.
- Program filtering – You use the Scheduled Filter or Data Switch stages in Program to move customers from one stage to another based on instructions set within a program.
- Supplemental Data Table source filtering – You can use an existing filter as the basis for creating a supplemental table that you can then use in the same way as other supplemental tables.