Text filter options

Who can use this feature?

Text-based attributes allow the following options within segmentation, and a combination of: 

  • Paste one or more values: Choose between "Any Value" or "No Value; choose from any existing value*; or enter a new string. Multiple values entered are processed with an OR operator.

    *Some reserved data points require you to enter the first 2 characters before displaying existing values as options.

  • Partial match: Match any part of the entered text.
    • Starts with: Optionally specify that values must start with the entered text.
  • Exclude selected: Exclude records that contain the entered values.

    Records that have null values for the selected attribute will be included.

  • Match only: Must match the exact string of values. Available for text attributes on the user object only.

Use text filters

  1. Within a segment, campaign, SuccessPlay, or other segmentation engine, click to add a filter.
  2. Locate the text attribute you want.
  3. Choose the values you want based on the specific stage(s) you want to query on. Examples:
    • Don't include records with an Email that contains "totango" (e.g., totango.com, totango.co).
    • Include records with a Success Manager that contains "Bluth" in any part of their name (e.g., Lindsay Bluth, Lucille Bluth).
    • Include records that have a Calendar Booking Link specified.
  4. Click Apply Filter to view the matching records.

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