Customer filters

Customer filters define which customers are included in a result set. You can filter by static customer attributes, derived attributes, or a customer's event history. You can combine multiple customer filters using AND and OR logic.

Attribute-based vs. funnel-based filtering

Customer filters let you define which customers are included in a result set. They can be based on customer attributes or on event history (Funnels). You can combine multiple customer filters using AND and OR logic.

Customer filter templates

You can save a set of customer filter conditions as a reusable template. Templates pre-fill filter conditions wherever customer filters appear, saving time when working with complex or frequently repeated logic.

Common uses include:

• Saving a high-value customer segment definition and reusing it in multiple campaign audience filters.
• Saving a complex set of scenario condition node filters so you don't need to duplicate an entire scenario.
• Creating shared company-wide filters. For example, customers who purchased today, or customers to exclude from all campaigns.

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Important

Templates are an assistant feature—not a live reference. If you update a template, existing places where it was used are not updated automatically. For live references, use segmentations instead.

Templates are saved under Data manager > Definitions.

Customer filter templates are available in:

• Scenarios (condition node)
• Email campaigns
• Data & Assets > Customers