--- title: Filter Sets slug: segment/filter-sets docTags: createdAt: 2026-01-15T00:55:38.100Z --- :::hint{type="info"} 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](docId\:SySs1qnWMUpSkm7Qg_h6p) 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 :::hint{type="info"} You need to be an admin to perform these steps. ::: 1. Go to the **Admin Panel > Filter Sets tab > Manage Categories**. ::Image[]{src="https://support.deselect.com/hc/article_attachments/29447328217873" size="60" width="1870" height="535" isUploading="false" darkWidth="1870" darkHeight="535" showCaption="false"} 2. 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. ::Image[]{src="https://support.deselect.com/hc/article_attachments/29447328219921" size="60" width="608" height="381" isUploading="false" darkWidth="608" darkHeight="381" showCaption="false"} 3. When you use Filter Sets inside a Selection, you'll see them organized inside the categories we defined. ## Use cases :::ExpandableHeading ### Campaigns with a recurring data structure If your campaigns frequently require the same combination of Data Extensions and filters, using [Data Sets](docId\:SySs1qnWMUpSkm7Qg_h6p) and Filter Sets simplifies the process. Instead of manually adding and configuring these elements for each new Selection, you can apply a predefined structure and make minor adjustments as needed. **Example** Your organization runs campaigns based on customer orders and their order details. Each time, you need to: - Link Customers with Orders - Choose the matching field between these Data Extensions - Choose the relationship between these Data Extensions - Link Orders with Order Items - Choose the matching field between these Data Extensions - Choose the relationship between these Data Extensions - Apply standard filters: - Exclude customers without an email - Exclude orders older than 10 years - Exclude orders valued at less than $1 Instead of configuring these elements manually every time, you can create a Data Set that links the Data Extensions and a Filter Set that applies the necessary filters. Each time you build a new Selection, you simply drag and drop the preconfigured sets. ::embed[]{url="https://vimeo.com/1072069875?fl=pl&fe=vl"} ::: :::ExpandableHeading ### Setting up complex data relationships When campaigns require intricate relationships between multiple Data Extensions, manually setting them up can lead to errors. [Data Sets](docId\:SySs1qnWMUpSkm7Qg_h6p) and Filter Sets ensure that users follow a standardized structure without needing in-depth knowledge of the data model. **Example:** A campaign requires filtering products purchased in an order. Setting this up requires relationships between more than two Data Extensions. Non-technical users might struggle with this and require support from an admin. To simplify the process, the admin creates: - A Data Set called "Customers with Orders and Detailed Products" to define the correct relationships between Data Extensions. - A Filter Set called "Active Customers with Valid Orders" to apply the necessary filters. Now, instead of manually configuring these elements, users can simply drag and drop them into their Selections, ensuring accuracy and efficiency. ::: ## Create Filter Set :::hint{type="info"} 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. ::: 1. In the **Admin Panel**, select the **Filter Sets** tab. 2. Click the **New Filter Set** button. ::Image[]{src="https://support.deselect.com/hc/article_attachments/29398159590289" size="80" width="2914" height="1046" isUploading="false" darkWidth="2914" darkHeight="1046" showCaption="false"} 2. 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. 3. Click the **Select** button to scan all the existing fields from the Data Extensions inside that Data Set. ::Image[]{src="https://support.deselect.com/hc/article_attachments/29398143123857" size="70" width="2828" height="1370" isUploading="false" darkWidth="2828" darkHeight="1370" showCaption="false"} :::hint{type="info" indent="1"} If you need to use another Data Set instead, it is possible to remove the current one by clicking the **Clear **button. ![](https://support.deselect.com/hc/article_attachments/29398143125393) ::: 4. Click the **Edit Selected Filters** button and the Selected Filters pop-up will appear. 5. 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. ::Image[]{src="https://support.deselect.com/hc/article_attachments/29398159592593" size="80" width="2222" height="350" isUploading="false" darkWidth="2222" darkHeight="350" showCaption="false"} 6. 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**: ::Image[]{src="https://support.deselect.com/hc/article_attachments/29398143126417" size="50" width="307" height="295" isUploading="false" darkWidth="307" darkHeight="295" showCaption="false"} Drag-and-drop the Filter Set on the **Filters** section and all the Filter Sets created will appear: ![](https://support.deselect.com/hc/article_attachments/29398159594385) :::hint{type="info"} You will be able to remove and modify your Filters if needed. :::