What is the purpose of the filter feature in Event Marketing Management?

The filter feature enables administrators to efficiently search and manage event marketing activities by narrowing down the list of events based on various criteria. This helps them quickly find specific events among a growing number of entries.

Who can use the event filtering feature?

UPM administrators and channel partners can use the event filtering feature. It is designed to assist administrators in efficient event management.

What types of filtering options are available?

Users can apply basic filters, such as campaign name or event name, or use advanced filtering options for more granular control. Both basic and advanced options allow for defining specific criteria.

Can filter configurations be saved for future use?

Yes, administrators can save frequently used filter configurations. This streamlines repetitive search tasks and improves efficiency in managing events.

How do I apply basic filters?

Define your filter criteria in the basic filter dialog using fields like Campaign, Name, and URL Extension, then select an operator and search text. After setting the criteria, click "Apply" to filter the event list.

Filter Events in Event Marketing Management

Overview

The Event Marketing Management module within the platform provides tools for vendors to create, manage, and track marketing events. As the number of events grows, efficiently locating specific events becomes crucial for administrators. This filtering capability addresses that need by allowing administrators to quickly narrow down the list of events displayed, whether they are looking for events associated with a particular campaign, specific event names, or other custom criteria. This ensures that administrators can easily find and manage the events relevant to their current tasks.

Key Features

Basic Event Filtering
Advanced Filtering Options
Filter by Campaign
Filter by Event Name
Save Filter Configurations
Apply/Clear Filters

Accessing Event Filters

View Events page with Filter button highlighted

Click the Filter button to display filtering options for events.

Applying Basic Filters

This filter dialog allows users to refine the list of displayed events by applying specific criteria. Users can define basic filters based on event attributes such as Campaign, Name, and URL Extension, specifying an operator (e.g., 'Contains') and a search text for each. This functionality helps users quickly locate specific events within a potentially large dataset, improving efficiency in managing event marketing activities. The dialog also provides an option to save frequently used filter configurations for future use, streamlining repetitive search tasks.

Define your filter criteria using the available fields and then click "Apply" to filter the event list.

Buttons

Button	Description
Basic	Selects the basic filter options, allowing filtering by common event attributes.
Advance	Switches to advanced filter options, typically offering more complex or custom filter capabilities.
Save Filter	Saves the current filter configuration with the specified name.
Apply	Applies the defined filter criteria to the event list.
Clear	Clears all entered filter criteria.

Fields

Field	Description
Campaign	Allows filtering events by the campaign they are associated with.
Name	Allows filtering events by their name.
URL Extension	Allows filtering events by their URL extension.
Insert Filter Configuration Name	Enter a name to save the current filter configuration for future use.

Column Headings

Column	Description
ID	A numerical identifier for each filter row.
Column Name	The name of the event attribute to filter by, such as Campaign, Name, or URL Extension.
Operator	The comparison operator to use for the filter, such as 'Contains', 'Equals', 'Starts With', etc.
Search Text	The value to search for within the specified column.

Utilizing Advanced Filters

This screen displays the advanced filter options within the Market module, allowing users to define specific criteria for refining data views. It provides fields to construct complex queries by selecting a field, an operator, and a value, which can then be applied to filter the displayed events. Users can also save frequently used filter configurations for later reuse.

Frequently asked questions

What is the purpose of the filter feature in Event Marketing Management?: The filter feature enables administrators to efficiently search and manage event marketing activities by narrowing down the list of events based on various criteria. This helps them quickly find specific events among a growing number of entries.
Who can use the event filtering feature?: UPM administrators and channel partners can use the event filtering feature. It is designed to assist administrators in efficient event management.
What types of filtering options are available?: Users can apply basic filters, such as campaign name or event name, or use advanced filtering options for more granular control. Both basic and advanced options allow for defining specific criteria.
Can filter configurations be saved for future use?: Yes, administrators can save frequently used filter configurations. This streamlines repetitive search tasks and improves efficiency in managing events.
How do I apply basic filters?: Define your filter criteria in the basic filter dialog using fields like Campaign, Name, and URL Extension, then select an operator and search text. After setting the criteria, click "Apply" to filter the event list.