Filter dynamic grid content
Note
The terms audiences and segments are interchangeable. Optimizely has updated all segments to audiences on the Audiences page and is updating the UI on other pages. See Understand audiences to get information on audiences.
Product-based filters let you refine and control the information that your customers see in your content, such as not including an alternative product reference when focusing on a specific brand or category.
Create a product filter
Create a product-based filter and then select Products for the Feed option to restrict the selectable fields when you configure the filter.
Product-based filters become available for use in the dynamic grid configuration options for your email touchpoints.
Apply the filter to a dynamic grid
Note
Email and SMS channels are legacy features and not offered to new customers.
- Go to Activations > Overview.
- Create or edit a campaign.
- Add or edit an email touchpoint.
- Add or edit a dynamic grid.
- Click Add a Filter, and choose your product-based filter.
- Click Save.
Example: Send email using a filter
If you were the owner of a specialty golf shop and received new Titleist stock, the following example shows how to send an email announcing the new stock to your Titleist customers.
- Target the right audience – As a specialty shop that prides itself on knowing what your customers are looking for, you want to avoid emailing everyone and instead create a customer audience in your one-time campaign that only consists of individuals whose last viewed product brand is Titleist.
- Create a Titleist product filter – With the audience selected, ensure that the email only includes references to your Titleist stock by creating a product filter based on the brand. Save your drafted campaign before going to Data Setup > Filters to create your Titleist brand filter.
- Apply the filter to your campaign – Apply the Titleist product filter to the dynamic grid in your campaign's email touchpoint and combine them with ODP product recommendations to ensure that customers see products based on past preferences.
- Preview or test the filter results – You can preview the personalization in the editor.
Note
You must have the PII Viewer role to preview and test a campaign.
- In the campaign email touchpoint, click Preview.
- Choose to enter the email address or customer ID of a specific individual from the campaign's reachable audience to preview their version.
- Click Preview.
You can also send a test email and preview the personalization in your inbox.
- Click Test.
- Enter the desired recipients of the test email in the Recipient Email Address field. You must separate multiple addresses by commas.
- Expand Render Template with Customer (Optional) and search for the email address or name of someone in the campaign's reachable audience. Leave the field blank to preview the email as an unspecified customer.
- Click Send.