Overview

Filters are the characterization of a collection of events. The facets that make up a filter are saved in one or many "filter block" statements. These statements can be used throughout the application to scope data or filter on different views. 

In the context of segment behaviors, a filter can be a conversion or a step in the path. 

Filters can be shared with others or can be used by an individual user while experimenting with data.

Filters can define many events, e.g.:

  • Mobile traffic
  • Referral traffic
  • The second purchase of a user
  • A specific page view
  • A specific page with a page duration > 30 seconds
  • Anything you can describe using your custom variables
  • Traffic from a specific region of the world

Available Operators

Filterss are built by describing an event one block at a time. Each type of field has different available operators for defining value comparisons.

Number

  • = (equal)
  • ≠ (not equal)
  • > (greater than)
  • ≥ (greater than or equal)
  • < (less than)
  • ≤ (less than or equal)
  • is empty
  • is not empty

String

  • = (equal)
  • ≠ (not equal)
  • ≈ (matches)
  • ≉ (does not match)
  • is empty
  • is not empty

Timestamp

  • = (equal)
  • ≠ (not equal)
  • > (greater than)
  • ≥ (greater than or equal)
  • < (less than)
  • ≤ (less than or equal)
  • is empty
  • is not empty

Boolean

  • True
  • False
  • Either
  • Not Set

Non-Exact Matching and Wild Cards for Strings

Wildcards can be used inside of a String by placing a '*' anywhere in the string when you are in "matches" mode (≈). If you specifically need to specify a *, then use '[*]' within your string.

Creating a New Filter

Each block represents the allowable values for a single field. In the following example, the filter matches any Mobile Device that is an iPhone or an iPad.

You can chain these blocks together using ANDs going left to right and ORs going up to down. In the below example we have added an AND statement to specify the country as "usa" and another AND statement to require that the event occurred within the last day.

Engagement Values and Conversions

A marketer can flag specific events as being special in ZAIUS in 2 ways.

Conversions: Flagging an item as a conversion will allow you to use this event in attribution and funnels to determine how events influence conversions.

Engagement Value: Setting an engagement value allows a marketer to use an event as a way to determine if value was generated by the customer. To set a value, select "Static Value" and set that to a predetermined value.

Examples of events that are important to attach value to:

  • Affiliate clicks (seen in the example below set to a value of $1)
  • Customer sign-up
  • Lead form submissions
  • Content engagement

Sharing a Filter

You can allow others to use your filter by changing the visibility level:

  • Account: Anyone within your account, across all Scopes, can access the filter.
  • Scope: Anyone within this specific Scope within your account can access the filter.
  • Personal: Only you can access the filter.

There are also global filters, which are provided by default. The visibility level of these filters cannot be changed.

Depending on a user's role, they will have access to different visibility levels when sharing a filter:

Role

Available Visibility Levels

Account Admin

Account, Scope, Personal

Analyst

Scope, Personal

Developer

Personal

Financial

Personal

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