Working with Simple Filters

Important: This feature is available only if the Audience Designer is 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 in not enabled, see Classic Filters for information about filters.

Using filters in programs

You can use filters as program starting events and in data switches.

For information about starting events and data switches, see Designing Programs.

To use a filter as a starting event

  1. In Program Designer, drag a Scheduled filter or view to the canvas.
  2. Double click the filter and select Properties.

    The Scheduled filter or view event dialog opens.

  3. Select Run Filter, click Select, and select the filter.
  4. Select the Frequency with which to run the filter.
  5. Choose how to handle program entries associated with the filter:

    When a person is not currently in the program, the system automatically creates a new program entry for that person.

  6. When a person is already in a program, you can select one of the following options:
    • Create a new entry in the program
      The person will be in the program more than once.
    • Do not create a new entry in the program and leave the existing entry where it is
      Ignores the new attempt to enter the program.
    • Do not create a new entry in the program and move the existing entry to this location
      Pulls the existing program entry from its current location in the program and starts it over at the new event location. In programs that include more than one start event, this option moves the existing entry to a new starting spot.

To use a filter in a data switch:

  1. In Program Designer, drag a Data Switch to the canvas and create at least two paths.
  2. Double click the switch.
  3. Select the filter for each path:
    1. Select Filter conditions are matched from the If drop down list.

      The Select filter dialog opens.

    2. Select the filter.
    3. Click OK.
  4. Click Done.

Using filters in email campaigns

You can use filters for inclusions.

Tip: Use inclusions to send the campaign only to members of the selected filters rather than to the entire list.

To use a filter in an email campaign:

  1. Open the Targeting section of the campaign workbook. (Not seeing this choice? Refer to the Email Campaign Designer changes, mobile Campaign Designer changes (In-app, Push, or Message Center), or SMS Campaign Designer changes.)

    The Audience selection dialog opens.

  2. Click Select next to Everyone in any of the selected filters.

    The Select filter dialog opens.

  3. Select the filters and click OK.

    If you select multiple filters, your audience will include all recipients in all selected filters, not an intersection of the selected filters.

  4. Click Save in the Audience selection dialog.

To remove a filter from an email campaign

  1. Open the Targeting section of the campaign workbook. (Not seeing this choice? Refer to the Email Campaign Designer changes, mobile Campaign Designer changes (In-app, Push, or Message Center), or SMS Campaign Designer changes.)
  2. Click x next to the filter name.
  3. Click Save in the Audience selection dialog.

Learn more