Managing filters

Use

You can create filters that are used to prevent campaigns from calling customers with predefined criteria. These filters can use any column title in the campaign calling list that is imported.

If you choose several columns as filter criteria, the customers that meet them all are exluded from the campaign. Filters are applied to all new and changed customers in active and passive campaigns. Filters cannot be applied to handled campaigns.

Example:

The imported campaign data sheet includes the column Membership level. Applying the filter:

Column: Membership level

Operator: =

Value: 5

defines that the customers with membership level 5 are not called during the campaign.

Prerequisites

You must have rights to manage filters.

Creating filters

  1. Go to Campaign management > Filters and click Add new.

  2. In the Basics block, enter the name for the filter.

  3. In the Campaigns block, choose your campaign.

  4. In the Filters block, set the filtering information as follows:

    1. Choose the column title used as the filtering attribute. The list includes all attributes that are imported in the calling list.

    2. Choose the operator that is used for comparing the attribute value to the given reference value or values.

      • = is equal to the Value.

      • <> is different from the Value.

      • > is larger than the Value.

      • < is smaller than the Value.

      • >= is larger than or equal to the Value.

      • <= is smaller than or equal to the Value.

      • BETWEEN is between the Value and Value 2.

      • NOT BETWEEN is not between the Value and Value 2

      • The operators LIKE and NOT LIKE compare the attribute to the string given in the Value field. You can use the wildcard % for any string and _ for any character.

    3. In the Value column (and Value 2, if the selected operator allows it), enter the appropriate values depending on the selected attribute and operator.

    4. If you use more than one attribute for filtering you can change the filtering order by clicking the Order column title.

  5. Save the filter.

Modifying or deleting filters

  1. On the System Configurator main screen, choose Campaign management > Filters.

  2. Search for the filter whose settings you want to modify.

    The search result list appears.

  3. Choose the filter by double-clicking it.

  4. Modify the settings, or choose Delete.

  5. Save your entries.