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  • EMAIL MARKETING
    • GROUPS >
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        • Export Group
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          • Merge Profile
        • Seed List
        • Edit Profile
        • Standard Profile Fields
        • User Defined Fields (UDFs) >
          • Group Config
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      • Add Group
      • Add Emails
      • FILTERS >
        • Smart Filters
        • Custom Filters
        • Copy Filter
      • IMPORT DATA >
        • Manual Import
        • API Import
        • FTP Import
      • SUPPRESSION >
        • PERSONALIZATION >
          • CodeSnippets
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        • Group Suppression Types
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        • Create Content >
          • WYSIWYG Editor. >
            • ALT Text for Images
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          • Preheader Text
      • MANAGE MESSAGES >
        • Create Message >
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        • Dynamic Tags
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          • Link Alias
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    • Folders
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      • BLASTS >
        • Campaign Types >
          • Quick Test Blast
        • Set Up Blast >
          • Blast Fields
          • DEFINE RECIPIENTS >
            • Select Group(s)
            • Select Suppress Group(s)
            • Using Filters
          • DEFINE MESSAGE >
            • Blast Envelope >
              • Adding / Editing Blast Envelopes
              • Emojis in Subject Lines
            • Dynamic Personalization
          • Social Integration Options
          • Message Summary
          • SCHEDULE / SEND >
            • Tracking Options
            • Opt-out Preference
            • Google Image Cache Buster
            • Schedule Report
            • Email Preview
            • Schedule Blast
        • TRIGGERED EMAILS >
          • Message Triggers >
            • Use Case for Message Triggers
          • Smart Segment Filters
        • Campaign Item Templates
        • Manage Campaigns
      • REPORTING >
        • Report Categories
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          • A/B Summary Report
          • Blast Reporting
          • Campaign Report Definitions
          • Blast Report Samples
          • Campaign Statistics Report
          • Champion Audit Report
          • Click-Through Reports
          • Delivery Report
          • Emails Delivered by Percentage Report
          • Email Fatigue Report
          • Email Performance by Domain
          • Email Preview Report
          • How Opens are Tracked
          • Individual Blast Report
          • Link Report
          • Performance by Day & Time Report
          • Top Evangelists Report
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        • GROUP REPORTS >
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          • Click Report (Advertiser Click)
          • Campaign Item (Blast) Statistics Report
          • Group Attribute Report
          • Group Statistics Report
          • List Size Over Time Report
          • Master Suppression Source Report
          • Subscriber On/Off Report
          • Flash Report
        • Scheduled Reports
        • TRACKING & ANALYTICS >
          • Conversion Tracking
          • Google Analytics >
            • Google Analytics Domain Selection
          • Omniture Tracking
          • Topic Codes
    • ADMIN / CHANNEL MGMT >
      • Landing Pages >
        • Subscription Management Page
        • Unsubscribe Landing Page
        • Forward to a Friend Landing Page
        • Report Abuse Landing Page
        • Update Email Landing Page
        • Search Email
        • Change Email Address
        • Custom Unsubscribe Page
      • Salesforce Integration
      • Message Threshold
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    • EMAIL RESOURCES >
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      • EMAIL BEST PRACTICES >
        • Advanced List Hygiene
        • Anti-Spam Legislation >
          • UNITED STATES
          • CANADA
          • EUROPE >
            • E-Privacy Directive
            • DPA: Data Protection Act
          • Legislation by Country
        • Email Client Support
        • Email Design Basics
        • Elements of an Engaging Email
        • Best Practices to Improve Email Campaign Performance
        • Supported Languages
        • What to Test for Best Results
        • Whitelisting
        • 5 Basics to Maintaining Email Reputation
        • 5 Tips for Mobile Friendly Email Design
      • DELIVERABILITY >
        • Deliverability Terms
        • Best Practices for Deliverability
        • KM Deliverability Services
        • SPAM >
          • Anti-Spam Legislation
          • SPAM Trigger Words
          • SPAM Avoidance Tips
          • Spam Scoring
      • DIGITAL EDITIONS >
        • Digital Edition Requirements
  • MARKETING AUTOMATION
    • Marketing Automation Overview >
      • Define Your Goal
      • Logging In
      • Home Screen Navigation
      • Add New Automation >
        • Building Automation >
          • Automation Controls
          • Automation Canvas
          • Control Properties
  • FORM DESIGNER
    • Form Designer Introduction
    • Logging In
    • Form Home Page
    • Adding A New Form >
      • Initial Set Up >
        • Auto-Submit Form
      • Form Properties
      • Subscriber Login
      • CSS/Styles
      • Form Controls >
        • Querystrings
      • Rules
      • Notifications
      • 3rd Party Output
      • Double Opt-In
      • Summary
  • UAD
    • Dashboard
    • AUDIENCE VIEWS >
      • Consensus
      • Recency
      • Product
      • Cross Product
      • Record
      • Brand
    • Sales View
    • Markets >
      • Creating Markets
      • Market Comparison
      • Market Use Case Example
    • FILTERS >
      • Standard Filters >
        • Circulation Filter
        • Activity Filter
        • Adhoc Filter
        • Saved Filters
        • Reading Filter Results
        • DOWNLOAD / EXPORT >
          • Data Masking
          • Download/Export Records
          • Download Template Setup
      • UAD REPORTING >
        • CrossTab Report
        • Demographic Reports >
          • Product Report - Pubcode
        • Geographic Reports
        • Company View
        • Email View
      • View Filters
      • Scheduled Export
      • Filter Comparison
      • Filter Category
      • Filter Segmentation
      • Question Category
    • CAMPAIGNS >
      • View Campaigns
      • Campaign Comparison
    • TOOLS >
      • GeoCoding
      • Summary Report
      • Record View Setup
      • Brand Setup
      • User Brand Setup
      • Download Template Setup
      • Merge Subscriber
      • CrossTab Report Setup
      • UserData Mask Setup
      • Custom Scoring
    • UAD RESOURCES >
      • UAD API Documentation
      • Merge/ Purge Process
      • Settings for Opening Docs in Excel
      • USE CASE EXAMPLES >
        • Click Criteria
        • Date Created - Adhoc
        • Deliver Integrated Data to Advertisers
        • Demographic Comparison-Consensus vs Recent Data
        • Email and Website Behavior
        • Event Attendance Analysis
        • GeoLocation-Event Planning
        • Highest Clicked Topic
        • Job Title [Function]
        • Nth Query
        • Product Count - Adhoc
        • Product Cross-Engagement
        • Subscriber Score
        • Topic Interest
        • URL Clicks
  • AMS
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        • Append/Update Process
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  • DATA COMPARE
    • Navigating Data Compare
    • Add A New File
    • Mapping Columns
    • View Downloads
    • UAD Examples
  • DOMAIN TRACKING
    • Domain Tracking 101 >
      • Additional Data Points
      • How Domains are Tracked
      • GDPR Features for Domain Tracking
  • RESOURCES
    • GDPR Resources >
      • ECN/UAD/AMS File Imports/Exports/APIs
    • Additional Premier Training >
      • Training Checklist
      • Training Methodology
    • CLIENT IMPLEMENTATION >
      • Email Account Structure Guidelines
      • Dimension Mapping
      • System Maintenance
      • Product Inventory
    • Client Webinars
    • Glossary
    • Single Sign-On >
      • Best Practices
      • Admin Roles Defined
      • User Permission Glossary
      • User Role Types >
        • Predefined Customer Roles >
          • EMAIL ROLES
      • Navigating Accounts
      • Edit Your Profile
      • Users - View, Edit & Add
      • Roles - Creating & Customizing
    • Manage Preferences
    • Product Release >
      • Release Notes, December 2018
      • Feature Release 09/21/18
      • May 2017 Product Release
      • February 2017 Product Release
      • November 2016 Product Release
      • October 2016 Product Release
      • September 2016 Release
      • August 2016 Product Release
      • June 2016 Product Release
      • Feb 2016 Product Release
      • 2014-2015 Product Releases
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kmLearning Center

Saved Filters

 A Saved Filter is a common query of search criteria that is used on a regular basis.  Different from the Markets, Saved Filters allow you to save ALL the filter criteria in the search (product categories, data dimensions and/or any standard filters).  When you pull a Saved Filter, the search criteria within the filter is static but the audience count(s) could change depending on when you pull the filter.  
​By default, view just the saved filters created with the current username or choose to view the filters created by all users of the database.

Saved Filters created in Brand View are usable in both Consensus and Recency Views.  Saved Filters created in Consensus and Recency View are interchangeable between the two views.

CREATE A SAVED FILTER:

1.   From an Audience View (Consensus, Recency, Product or Cross Product), select any product categories, demographic data dimensions and/or any standard filters to be included in the query.

2.   Click Add Filters.

3.  To save the filter, check the box to the right of the query and click Save Filter.
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4.  A box will pop up giving you the option to create a New or Existing filter.  Name the filter (if you are creating a new Saved Filter) and select the Filter Category (optional) to label the Saved Filter.  Click Save.
  • NOTE:  You can only save over an existing filter created with whatever username you are using in the database.  Select the Existing Saved Filter you would like to override with the new filter criteria and then select a Filter Category (optional).
  • Check the box for "Locked for sharing" where upon saving a filter, the filter will only be visible to the person who created it and the Admin users.
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5.  Check the box Add to Sales View to display the filter count in the Sales View.  Add an explanatory question to describe the Saved Filter criteria.  Choose to organize the Sales View question by Question Category (required).  For more information on Sales View, Click HERE.
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Saved Filter Combinations

Within Consensus, Recency, Product and Cross Product View, you can save a combination of multiple queries into one saved filter to easily pull counts and study the count interactions, without having to pull each filter separately.  Once the filter combination is saved, it is easily accessed in the Saved Filters.

1.  Within an Audience View, select any product categories, data dimensions and/or any standard filters needed.

2.  Click Add Filters.

3.  Repeat to add additional queries and view the data interactions in the Venn Diagram.

4.  To save multiple queries into one saved filter, check the boxes to the right of the desired queries.
      NOTE:  to edit any filter, click on the pencil edit icon to the right of the counts.

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5.  Click on Save Filter.

6.  Follow the same steps as above by creating a New or Existing Saved Filter.  Click Save.
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LOADING A SAVED FILTER:

To utilize any of the Saved Filters that have been created, click on Saved Filters under Filters.  You will only see the Saved Filters that have been created within the corresponding Audience View that you are in (example:  in Consensus View, you can see only Saved Filters stored in Consensus View.  In Product View, you can see only Saved Filters stored in Product View).

The Saved Filters box will pop up allowing you to narrow down by Filter Category (if applicable) and the ability to show the filters created by all users.  By default, you view only the filters created by the username you are currently logged in with that are not assigned to a Filter Category. If you have assigned a Filter Category to a Saved Filter, you must select that category to view the filter.  However, you can easily access any other Saved Filter created in the database by another user by checking the box to show the filters created by all users.  Also, search for any Saved Filter Name or Question Name in the upper right corner of the Filters box.

Select the filter and click Load Filter to render the results.  
  • If needed, repeat the process to add additional Saved Filters to your search.  To select multiple Saved Filters at once, hold the 'Shift' key while making your selections.

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The Saved Filter name will appear in the query results after loading the filter.

Deleting a SAVED FILTER can only be done within the View Filters page.


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