What is the purpose of the Campaign Filter?

The Campaign Filter allows administrators to narrow down a list of multi-touch campaigns based on specific criteria, making it easier to find and manage relevant campaigns. This helps maintain oversight and manage individual campaigns effectively.

Who can use the Campaign Filter in the platform?

Both administrators and channel partners can use the Campaign Filter to manage campaign lists. This feature is crucial as the number of campaigns grows within the platform's Market module.

What are the key features of the Campaign Filter?

Key features include basic and advanced filtering rules, filtering by execution type and marketing tools, and the ability to save, apply, and clear custom filters. These options cater to different levels of search complexity.

How do I use basic filters?

To use basic filters, click the 'Filter' button, navigate to the 'Basic' tab, and define criteria for campaign attributes like Campaign Name, Execution Type, or Tools using operators such as 'Contains'.

Can I save my filter configurations?

Yes, you can save your current filter configurations under a specified name for future use. This streamlines the workflow for frequently used searches, improving productivity and ensuring consistent data retrieval.

Filter Multi-Touch Campaigns for Admins & Partners

Overview

The platform's Market module is a central hub for managing co-marketing activities between vendors and partners. Campaigns are a core entity within this module, encapsulating marketing initiatives with defined objectives, assets, and tactics. As the number of campaigns grows, efficient search and filtering capabilities become crucial for administrators to maintain oversight and manage individual campaigns effectively. This filtering functionality ensures that administrators can quickly narrow down the campaign list to focus on specific types of campaigns, those using particular marketing tools, or campaigns with certain execution characteristics.

By offering both basic and advanced filtering, the platform caters to different levels of search complexity. Basic filters provide quick access to common search parameters, while advanced filters allow for more granular control over the search criteria, enabling administrators to construct highly specific queries. The ability to save filter configurations further streamlines the workflow for frequently used searches, improving productivity and ensuring consistent data retrieval.

View Campaigns page with filter button highlighted

Click the Filter button.

Using Basic Filters

This filter dialog allows users to define and apply basic search criteria to refine the list of multi-touch campaigns. Users can specify conditions for various campaign attributes like Campaign Name, Execution Type, and Tools, using operators such as 'Contains' to match partial text. This functionality helps administrators quickly locate specific campaigns within a potentially large dataset, improving efficiency in campaign management and reporting. The ability to save filter configurations streamlines repetitive search tasks, enabling quick access to frequently used views of campaign data.

Define the basic filter criteria for campaigns by entering values in the search text fields.

Buttons

Button	Description
Basic	This tab allows users to define simple filtering criteria using predefined columns and operators.
Advance	This tab is for defining more complex or custom filtering criteria.
Select	Opens a selection dialog to choose specific execution types.
Select	Opens a selection dialog to choose specific marketing tools.
Save Filter	Saves the current filter configuration under the specified name.
Apply	Applies the defined filter criteria to the campaign list.
Clear	Clears all defined filter criteria.

Fields

Field	Description
Campaign Name	Filters campaigns based on their name.
Contains	The operator for the Campaign Name filter, indicating that the campaign name should include the specified text.
Execution Type	Filters campaigns based on their execution type.
Contains	The operator for the Execution Type filter, indicating that the execution type should include the specified text.
Tools	Filters campaigns based on the marketing tools used.
Contains	The operator for the Tools filter, indicating that the tools used should include the specified text.
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 campaign attribute to filter by, such as Campaign Name, Execution Type, or Tools.
Operator	The logical operator (e.g., 'Contains') used to compare the column value with the search text.
Search Text	The value to search for within the specified column.

Using Advanced Filters

The advanced filter option within the Filter dialog allows users to construct complex queries for refining data displayed in list views or reports. Unlike basic filters, this interface supports combining multiple conditions using logical operators, enabling highly specific data segmentation. Users can define criteria based on various fields, specify comparison operators, and input values to match. This capability is crucial for administrators and program managers who need to analyze specific subsets of data, such as partners in a certain region who have achieved a particular tier and engaged in a specific campaign type, or to isolate records that meet precise business rules for further action or reporting.

Select the 'Advance' tab to access advanced filtering options.