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            Create a Filtered Data Extension

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            3. Engagement: Email Studio

            Create a Filtered Data Extension

            A filtered data extension is generated by filtering fields, filters, and measures and takes on the same characteristics as the source data extension. To identify a filtered data extension to sendable or non-sendable, change the source data extension to sendable or non-sendable. To remove data from a filtered data extension, remove the data from the source data extension, and then refresh the filtered data extension.

            Required Editions

            User Permissions Needed
            To create a filtered data extension:

            Create on Email | Subscribers | Data Extension

            AND

            Start on Email | Interactions | Activities | Filter
            To use a filtered data extension that has data retention enabled: Manage Data Retention on Email | Subscribers | Data Extension
            1. Hover over Subscribers.
            2. Select Data Extensions | Create | Filtered Data Extension | OK.
            3. Select a standard data extension to filter as the source data extension.
            4. Click OK.
            5. Drag fields, filters, or measures from the left column to the Create Filter canvas.
              Note
              Note Choose an operator that aligns with the type of field you chose. For example, don’t use the less than operator with a text field. For date attributes, only the following operators are supported: is equal to, is not equal to, is greater than, and is less than.
            6. Select an AND or OR operator.
              To group your criteria, hover over the grouping operator so that it turns a darker blue, and click to change the operator.
            7. Click Save & Build.
            8. Enter a name and description for the filtered data extension.
            9. Select a folder for storing the filtered data extension, or select New Folder.
            10. Save the data extension.
            • Filtered Data Extensions
              Use a filtered data extension to target a more specific set of subscribers. You can filter a data extension by fields or measures or apply existing data filters.
             
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