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Create and save a filter set for speedy data exports or communication segmentation.

Info

🎥 Video tutorial: Saved profile filter

Click on the gear icon to open the Configuration and Settings menu.

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In the menu on the left, click Profiles > Saved Profile Filter.

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Click the Add New Filter button.

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Select the appropriate set of filters.

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Enter the name you wish to save the filter set with and click the Save Profile Filter button.

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To use your saved filters in the Export Profile Data or Communications module, click the Load Saved Filter button.

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Select the required filter from the list and click Load.

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The filter fields will be populated and you can proceed with your export or communications as usual.

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