Filter Sets
This feature is available in Unaric Segment Plus and Advanced.
Filter Sets are predefined sets of Filters that can be created by administrators based on an individual Data Extension or Data Sets and their available fields. Filter Sets help users apply complex data relationships and filters in Selections without manually configuring them every time.
Filter Sets can be organized in categories so that they will appear together when expanding the Filter Set Category in the Filter Sets tab in the Selection Criteria step.
Filter Sets categories
A Filter Set Category allows organizing predefined groups of Filter Set into logical folders or groupings. By categorizing them, marketers can easily locate and apply these pre-configured filters together under the Filter Sets tab during the Selection Criteria step.
For example, categories can be created for different departments in the same Business Unit working with clients in different locations.
Create Filter Set category
You need to be an admin to perform these steps.
- Go to the Admin Panel > Filter Sets tab > Manage Categories.
- Enter the name of the new category. Once a category has been added, it will be listed below and can still be edited or deleted by selecting the corresponding button behind it. Click Close when done adding all your categories. You can now add Filter Sets and add them to each of these categories.
- When you use Filter Sets inside a Selection, you'll see them organized inside the categories we defined.
Use cases
Create Filter Set
Ensure that the Data Set that you will use contains all the fields that you want to include on your Filter Set. You can verify this by going to the Admin Panel > Data Sets.
- In the Admin Panel, select the Filter Sets tab.
- Click the New Filter Set button.
- Name your Filter Set, select the category, and select a Data Set from the Available Data Sets section. All available Data Sets will be shown in the dropdown.
- Click the Select button to scan all the existing fields from the Data Extensions inside that Data Set.
If you need to use another Data Set instead, it is possible to remove the current one by clicking the Clear button.
- Click the Edit Selected Filters button and the Selected Filters pop-up will appear.
- Start filtering by using the fields from Available Filters, and drag-and-drop these to the Filters section. You can also access the Data Extensions that are predefined for this: the Related Records section will be available at the bottom of the pop-up. This pop-up will look exactly the same as the Filters section on the Input page.
- Lastly, click Save on the Edit Selected Filters pop-up and the Filter Set page.
Once created, Filter Sets related to the selected Data Set will automatically display under Filter Sets:
Drag-and-drop the Filter Set on the Filters section and all the Filter Sets created will appear:
You will be able to remove and modify your Filters if needed.