Data filters for the list display

Data filters are used to filter data sets so that you can view the required data. Use data filter in Marketing Platform to limit the data that IBM® Marketing Software users can see.

For example, you can create a data filter based on region so your regional field marketers can see only the customers in their region. The data filters apply to all data viewed in Distributed Marketing, including when you create lists, when field marketers review lists and search for other contacts, and when you work with forms.

Components affected by data level filtering for the list display

Configuring data filters requires coordination between following components of the Marketing Platform:

  • The data filters in the Marketing Platform as a whole
  • Lists and forms in Distributed Marketing
  • Table mapping and flowcharts in Campaign

Example workflow for configuring data filters

The following example shows the steps that are involved in setting up data level filtering for the list display bases on the customer regions:

  1. Create a region_id column in the list tables in Distributed Marketing.
  2. Create data filters in the Marketing Platform for each region, which is based on the region_id column of the list manager tables in your customer database.
  3. Map the region_id column in the list tables to the region_id column in your customer database by using Campaign.
  4. Create flowcharts in Campaign that populate the region_id column.
  5. Configure the list display and the form templates in Distributed Marketing to filter on the region_id column.
Note: You must coordinate your configuration across the Marketing Platform, Campaign, and Distributed Marketing. You must ensure that you use the same naming conventions across these components.