Saved profile filters

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

Video tutorial: Saved profile filter

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

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

Click the Add New Filter button.

Select the appropriate set of filters.

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

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

Select the required filter from the list and click Load.

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