---
title: Filter dynamic grid content
slug: data-platform/docs/legacy-filter-dynamic-grid-content
docTags: 
createdAt: 2026-08-10T12:05:20.000Z
---

:::hint{type="info"}
**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](docId\:v-gHiL9jfINBey-4QNtFM) 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](docId:1SXrAMaLAz-2u_TTw4U82) and then select **Products** for the **Feed** option to restrict the selectable fields when you configure the filter.

![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/XzLzaLiZZbJHmsUjNSZxL_01-create-a-product-filter.png)

Product-based filters become available for use in the dynamic grid configuration options for your email touchpoints.

## Apply the filter to a dynamic grid

:::hint{type="info"}
**Note**

Email and SMS channels are legacy features and not offered to new customers.
:::

1. Go to **Activations > Overview**.
2. Create or edit a campaign.
3. Add or edit an email touchpoint.
4. Add or edit a dynamic grid.
5. Click **Add a Filter**, and choose your product-based filter.
6. 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.

1. **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.

::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/2YvWuDFysv13lsWfNJ7hs_02-example-send-email-using-a-filter-1.png" size="100" isUploading="false" width="800" height="242" darkWidth="800" darkHeight="242" showCaption="false" indent="1"}

2. **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.

::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/NsQw8gkfCgjuAdHWiAPgp_03-example-send-email-using-a-filter-2.png" size="100" isUploading="false" width="800" height="471" darkWidth="800" darkHeight="471" showCaption="false" indent="1"}

3. **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](docId:_sIz5iOu2_dQnHq_vbCcc) to ensure that customers see products based on past preferences.

   ::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/pGW4Kb9G1eoR-be3aFXdA_04-example-send-email-using-a-filter-3.png" size="80" isUploading="false" width="492" height="271" darkWidth="492" darkHeight="271" showCaption="false"}
4. **Preview or test the filter results** – You can preview the personalization in the editor.

   :::hint{type="info"}
   **Note**

   You must have the PII Viewer role to preview and test a campaign.
   :::

   1. In the campaign email touchpoint, click **Preview**.
   2. Choose to enter the **email address** or **customer ID** of a specific individual from the campaign's reachable audience to preview their version.
   3. Click **Preview**.

      ::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/5vGLO6WC3A-rm3o_5ZZRn_05-example-send-email-using-a-filter-4.png" size="80" isUploading="false" width="446" height="385" darkWidth="446" darkHeight="385" showCaption="false"}

:::Paragraph{indent="1"}
You can also send a test email and preview the personalization in your inbox.
:::

:::Paragraph{listStyleType="decimal" indent="2"}
Click **Test**. 
:::

:::Paragraph{listStyleType="decimal" listStart="2" indent="2"}
Enter the desired recipients of the test email in the **Recipient Email Address** field. You must separate multiple addresses by commas. 
:::

:::Paragraph{listStyleType="decimal" listStart="3" indent="2"}
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.
:::

:::Paragraph{listStyleType="decimal" listStart="4" indent="2"}
Click **Send**.
:::