Create and Save Filters

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Context

Filters are a great companion to Selectors. They are reusable snippets of search criteria that allow you to refine your target account, people, and opportunity lists on-the-fly or to uncover subsets of audiences (segments) or activities that you commonly need to see. You can use filters on-the-fly searches, such as narrowing down lists to save you the trouble of recreating an entire list to see a specific segment. 

For example, you created a target account list by narrowing it down with Selectors to match your criteria. Filter the same list over and over again to see various segments of it, for example, by enterprise accounts, by Industry, by region….

Save Filters to reuse them on different lists or Selectors (as long as they’re of the same object type: Accounts, People, Opportunities, or Activities).

You can also create filters from Analytics.png Analytics. See Create and Save Filters in Analytics.

Prerequisites

Decide on the criteria you want to use to filter your accounts, people, opportunities, or activities. 

Tip: Create a private filter as a trial and explore the filters available.

Steps

  1. From the left navigation bar, go to DatabaseIcon.png Database.
  2. Select the type of filter you want to create: Account Filter, People Filter, Opportunity Filter or Activity Filter and click Create New.
    AccountFiltersAnnotated.png
  3. Name the new filter. Name it something easy to remember, such as New York Billing.
  4. Set your Visibility - Who can view the filter.
    - Public - Visible to everyone in your organization.
    - Private - Visible only to the creator of the filter. (Especially good for trying out the feature.)
  5. Click Create Filter.
  6. Select the Advanced tab.
    AdvancedTabAnnotated.png
  7. Search for a field to filter on, such as Billing State, and drag it into the Selector workspace.
    BillingStateAnnotated.png
  8. Click the drop-down to enter your criteria, such as NY.
    FilterValues.png
  9. Click Save.

Outcome

Search for and use the filter as needed at DatabaseIcon.png Database > Account Filters, People Filters, Opportunity Filters, or Activity Filters. Use the filter in Selectors, Segments, Journey Stages, Reports.

Next Steps

If your company does business in New York (or wherever you created your Billing State filter), you might like to know the intent of your accounts there. Add your New York Billing filter to find accounts by intent. Follow the steps in Reference: Three Demandbase Out-of-the-Box intent Filters and add your New York filter.

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