Contact filtering
In Audience Manager, you can segment and target audiences (Contacts) using filters. A filter defines extended detail fields or Keywords that you want to filter Contacts on.
You use the same filters to define Dynamic Address Books, Dynamic Distribution Lists and Segments. You can base a Dynamic Address Book, Dynamic Distribution List or Segment on another Dynamic Address Book, Dynamic Distribution List or Segment to create a chain of filters. Each filter in a sequence further refines the filtered Contacts on which it is based.
Chaining filters allows you to create generic filters and use these to create more specific filters. You can create a chain of filters as follows:
- You can base a Dynamic Address Book on another Dynamic Address Book
- You can base a Dynamic Distribution List on a Dynamic Address Book, on another Dynamic Distribution List, or on a Segment
- You can base a Segment on another Segment
Each filter in a chain of filters is applied sequentially. For example, if you apply the following filters in a chain:
- Filter A "Subscription status=Subscribed"
- Filter B "Nationality=Italian"
- Filter C "Gender=Women"
- Filter D "Age=18-30"
- Filter E "Preferred Clothing=Jeans"
Filter B is applied to the result set of Filter A, Filter C to the result set of Filter B and so on down the chain. Filter E will therefore filter a list of Contacts on Italian women aged between 18 and 30 who have subscribed to e-mails and who have stated a preference for wearing jeans.
The following sections provide a detailed example of Contact filtering.
- Administration
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A System Administrator adds Address Books in Administration. Address Books contain Contacts, for example Denmark, Norway, Sweden. Dynamic Address Books contain a subset of filtered Contacts and can be based on a single Address Books or on All Contacts. For example, Nordic Dynamic Address Book filters (All Contacts) on the Keyword
Nordic. A Dynamic Address Book can also based on another Dynamic Address Books to further refine the filter. For example, Nordic (subscribed) Dynamic Address Book is based on Nordic and filters these Contacts on whether they aresubscribedto receive e-mails.
- Publications
- A System Administrator adds Address Books to Publications and defines rights and permissions for users. For example, the Denmark Publication has Denmark and Nordic (subscribed) Address Books assigned to it. Users with access to this Publication and Contact Management rights are allowed to read, write and delete Contacts within the Denmark Address Book, but do not have any permissions for the Nordic (subscribed) Address Book and therefore cannot view Contacts within this Address Book.
- Dynamic Distribution Lists
- Users with Distribution List Management rights and Read and Write permissions can create Distribution Lists. Distribution Lists filter Contacts in a single Address Book or All Address Books available within a Publication. You can create a Dynamic Distribution List based on a Segment, Address Book or Dynamic Address Book: