Customer Insights Plus allows you to combine several filters in order to create sophisticated cross-segmentations of your users.
The Set Filters box at the top of the page displays the filters that are currently in use. Click a filter to open it for editing. To add and edit filters, click the Set Filters button or use the Quick Filters or the Options menu. Information about all these options is available below.
The Quick Filters, displayed in the sidebar on the right, are preset filters or custom filter combinations that you have saved. Clicking a Quick Filter automatically filters the data panes based on that filter's pre-defined criteria. To modify the criteria, click the filter to open the Filters Configuration box and make your desired changes.
The following Quick Filters are offered by default:
- My Filters: Shows a list of custom filters. Hover over a filter and click X to remove it from the list.
- Gender: "Males", "Females".
- Age: "Youths" (aged 13-25 inclusive), "Adults" (aged 26-55 inclusive), "Seniors" (aged 56 and above).
- Education: "High School", "College", "Graduate School".
- Relationship Status: "Single", "In a Relationship", "Married".
- Social Activity: "Commenters" (at least 1 comment this month), "Sharers" (at least 1 share this month), "Raters" (at least 1 rating this month), "Reacters" (at least 1 reaction this month), "GM Players" (at least 1 Level-up this month).
- Revenue Activity: "Purchasers" (total purchases higher than 0), "Ad clickers" (ad-click actions exist).
- Influence: "Influencers" (iRank > 70), "Highly-Followed".
Clicking the Set Filters button opens the Filter Configuration dialog, where you can add, remove and edit your filters. If you have applied Quick Filters, for example, this is where you can combine them and/or customize them to your needs.
- Any filters you have applied are listed in the dialog and you can click on the X next to a filter's name to remove it. At the bottom of the dialog box you can see the audience (the number of users who match the selection). When you add or update filters, the audience information is updated accordingly.
- Click on a filter to edit its details:
- The "Click to add a filter" button opens a drop-down list of filters from which you can select filters to add.
Filtering Using SQL-Like Queries
You can also add filters using an SQL-like query by clicking "Click to add a filter" and selecting "Custom" (last in the list). In the details for the "Custom" filter, type in a filter such as "profile.age > 25". For more information on writing your query, see the "where" statement in account.search.
CI filters are combined using logical AND statements. To combine filters with logical OR statements, use the custom filter. You can also use the Options Menu (details below) to export filters to the Identity Query Tool, which allows you to edit SQL queries using a set of easy-to-use menus. Once you have finished editing your SQL query, you can copy it back into the "Custom" filter and apply it.
Click the "Options" button above the Quick Filters box to open the More Options menu, which includes additional filter-related options.
- View Query: View the currently applied query in SQL format.
- Download Audience as CSV: This allows you to output the CI data to a CSV file.
- Open in Identity Access: Once you have created an audience using filters, you can browse through the individual users who form the audience created by your filter. This option opens the current set of users in Identity Access, a tool that allows site administrators to view and manage data about individual users.
- Open in Identity Query Tool: This option exports the current filter settings to the Identity Query Tool, where you can edit them as an SQL query using a set of easy-to-use menus.
- Select the Include unavailable data in charts checkbox if you want the Customer Insights data panes to include users for whom there is no relevant data available. For example, the Gender data pane will include users with unknown gender. If the checkbox is not selected, the charts you see only include users for which there is relevant data available (in this example, users that are listed as Male or Female).