Filter Engine

Introduction

Filter Engine is the heart of Marketing Core that allows you to ask complex multi-variable questions in a natural language format. While you can use any of the Filter Engine categories in any combination with each other, it is best to stick to combinations you can understand. You should also note that Filter Engine allows you to ask logically incoherent questions, just as you can ask a coworker a question you later realize is nonsense. If for whatever reason your filtered data set is not what you expect it to be, please reexamine your query and try again.

Basics

Filter Engine has some basic concepts that will help you understand how to build queries.

Multiselect Dropdown Selections

Filter Engine mostly uses multi-select dropdowns pre-populated with options defined in different categoric selections to make filtering easy. To build your filter, select a section inside the Filter Engine and then add the elements you wish to filter.

AND vs OR

Filter Engine has many sections that allow you to select items to add to your filter. It is best to think of the basic rule that items in each section can be item1 OR item2 OR item3 that and sections in combination must be section1 AND section2 AND section3.

Filter Engine Sections

Groups - Uses group parameters with a single group belonging to each contact.

Tags - Uses tag parameters with multiple Tags possible for each contact.

Required Tags - Uses tag parameters with multiple tags possible for each contact.

Excluded Tags - Uses tag parameters with multiple tags possible for each contact. Any Tags listed in Exclude Tags must not be present in contact.

Geospatial Filter - Uses shape drawn in map view to filter contacts. To draw filter, use the pentagon button in the left upper corner of the map. To remove the filter, use the trash button in the left upper corner of the map.

Geospatial Filter is the ONLY element of the Filter Engine that is directly controllable from the Filter Engine panel. Use Map View to make changes to Geospatial Filter.

Country/State Filters - Uses the country and state information based on contact addresses if available. Multiple countries can be filtered, or multiple states/provinces in a country can be filtered, but not multiple countries with multiple states per country.

Contact Method Status - Uses the status of different contact methods for each contact.

Contact Method Required Status - Uses the status of different contact methods for each contact.

Contact Method Excluded Status - Uses the status of different contact methods for each contact.

Options

Primary Methods Only

Select the Primary Methods checkbox at the top of the Filter Engine panel to run filters on primary methods only. This option limits some Filter Engine sections to only primary contact information. Filtering down to primary methods can be extremely useful as the primary contact information is the only information used in campaigns.

Smart List Quick Load

The Smart List Quick Load dropdown lets you select an existing Smart List and then load all its parameters into the Filter Engine. Loading an existing Smart List is helpful if you want to make a new Smart List based on that Smart List or wish to load a Smart List quickly. Once you have selected the list you want to load, click the Load button to launch that Smart List.

Clear Filter

You can clear the Filter Engine filter in two ways. The first way to clear the filter is to use the Filter Engine panel itself by clicking the Clear Filter button at the bottom of the panel. The second way to clear the filter is under the Actions dropdown in the Contact Manager.