Loading
Salesforce now sends email only from verified domains. Read More
Marketing Cloud Personalization
Table of Contents
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

          Search all of Salesforce Help
          Create a Filter

          Create a Filter

          Create filters for your dataset for use in reporting and campaign statistics. When you apply a filter, only the people who meet the filter category are included in the metrics. Global goals are the primary objectives that you want visitors or users to complete. A visitor or user completes a global goal when they join the corresponding segment. You can use filters in reporting and campaign statistics.

          Required Editions

          Before creating a new filter, make sure to create the user segment that you want to use for the filter.

          Permissions Needed
          To create filters: Configure Dataset
          1. From the main navigation, select Settings | Filters and Goals.
          2. Select the entry field under Filters.

            A list of segments appears, organized by segment folder.

          3. Type a partial segment name, or scroll through the list to select the segment that you want to add as a filter.
          4. Save your work.
           
          Loading
          Salesforce Help | Article