---
title: Manage filters
slug: data-platform/docs/manage-filters
docTags: 
createdAt: 2026-08-10T12:05:19.000Z
---

:::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.
:::

Filters are a collection of events used to refine the results of audiences, behaviors, and reports, such as device-specific traffic from a particular region. You can share filters with all account users, a specific user scope, or own them individually.

## Create a filter

1. Go to **Data Setup > Filters**.
2. Click **Create New Filter**.

::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/EnfpB4XwupIfXgo7zJ36J-20260720-145719.png" size="100" alt="add-value.png" isUploading="false" width="1282" height="340" darkWidth="1282" darkHeight="340" showCaption="false" indent="1"}

3. Enter a **Name** for the filter.
4. Select the **Visibility** setting (**Account**, **Scope**, **Personal**).
5. Select the **Engagement Value** for the event. To set a specific value, select **Static Value** and set it to a predetermined value. Static values are commonly used when filtering events like affiliate clicks, customer sign-ups, and form submissions.
6. Select the **Feed** (**Events**, **Products**) to determine which fields are available in the filter.
7. [Customize the elements of your filter](docId:1SXrAMaLAz-2u_TTw4U82).
8. Click **Save**.

::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/xbYrYw_MS3mjUjwTT-Guh-20260720-145719.png" size="100" alt="add-values-plus.png" isUploading="false" width="1389" height="680" darkWidth="1389" darkHeight="680" showCaption="false" indent="1"}

### Available operators

**Number**

- \= (equal)
- ≠ (not equal)
- \> (greater than)
- ≥ (greater than or equal)
- \< (less than)
- ≤ (less than or equal)
- is empty
- is not empty

**String**

- \= (equal)
- ≠ (not equal)
- ≈ (matches)
- ≉ (does not match)
- is empty
- is not empty

**Boolean**

- True
- False
- Either
- Not Set

### Non-exact matching and wild cards for strings

You can use wildcards inside of a string by placing an asterisk (\*) anywhere in the string when the operator is set to **matches (≈)**. If you want to include an asterisk without it being used as a wildcard, use \[\*] within your string.

### Example filter

When creating filters, you can use the **+Value**, **+And**, and **+Or** options to make them more complex and targeted. Each example below reviews how these options can complement each other.

**+Value** considers additional values in an individual rule. This example uses **+Value** to create a filter that qualifies events from iPhones and iPads.

::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/tvkiw7gcXyQu2AsdoJead-20260720-145719.png" size="50" alt="add-values-or.png" isUploading="false" width="273" height="208" darkWidth="273" darkHeight="208" position="center" showCaption="false"}

**+And** requires that multiple rules be considered at once. This example uses **+And** in conjunction with **+Value** to create a filter that qualifies events from iPhones or iPads that originated in the USA at least a day ago.

::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/f8an0dAg3kHTXNo8BPhmL-20260720-145719.png" size="100" isUploading="false" showCaption="false" width="733" height="236" darkWidth="733" darkHeight="236" indent="2"}

**+Or** considers a completely separate rule. This example uses **+Or** to create a filter that qualifies events from iPhones or iPads that originated in the USA at least a day ago *or* all events from Pixel devices.

::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/tpwOwjb9su1ph8N7PgHXG-20260720-145720.png" size="100" isUploading="false" showCaption="false" width="860" height="399" darkWidth="860" darkHeight="399" position="center" indent="2"}

## Apply a filter

After you create and save a filter, you can apply it to audiences, behaviors, campaigns, and reports.

### Apply a filter to a standard audience

1. Go to **Customers** > **Audiences**.
2. Create or [edit an audience](docId\:NANHdxpeOJqww6o4qGffi).
3. Create or add a **Customers who have done something** or **Customers who have not done something** audience expression.
4. Select a filter and provide any additional required information. You can have multiple filters.

   ![Apply-filter.png](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/INCUmHHEvTsnImN3xi49j-20260720-145719.png)
5. Click **Save**.

### Apply a filter to a behavior 

1. Go to **Data Setup > Behaviors**.
2. Create or edit a behavior.
3. Click **Filter** and select your desired filter. You can select multiple filters. 

   ![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/l3rsh3dPMrmkwi9mwMeG1-20260720-145719.png)
4. Complete the rest of the settings and click **Save**.

### Apply a filter to a campaign

1. Go to **Activations > Overview**.
2. Create or edit a behavioral campaign.
3. In **Enrollment**, click **Create New Segment** and select **Customers who have done something**.
4. Select a filter. In this example, entering *mobile* displays the **Mobile Traffic** filter for selection.

   ![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/Ww99O4lH0xcGAFfEA26Gy-20260720-145719.png)
5. Complete the enrollment settings, then click **Save** and **Go Live** with the campaign.

### Apply a filter to reports

1. Go to **Reports** > **Custom Reports**.
2. [Create a new report](docId\:jkpuIMKfZdwA8W188vTeA) or edit a report.
3. In the report's expression, search for the filter (**All Events** in the following image).

   ![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/5_YT5GEvb09bZ5WzPZhdp-20260720-145719.png)
4. Click **Save**.
5. Enter a **Name** for the report and select the **Visibility**.
6. Click **Save** again.

## Edit or delete a filter

1. Go to **Data Setup > Filters**.
2. Click the name of the filter you want to edit or delete.
3. Click **Edit** or **Delete**.
4. If editing, make the desired changes and click **Save**. If deleting, click **Yes, delete it** to confirm.

## Copy or share a filter

You can copy or share the structure of a filter between ODP accounts so that you can use the same filter in each. 

1. Go to **Data Setup > Filters**.
2. In the row of the filter you want to share, click the **Copy** icon.
3. Select the **Account** and **Scope** with which you want to share the behavior. To create a copy instead, select the current account and scope.

   ::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/q2ZtR3z8pFtZjphf6i4Aj-20260720-145719.png" size="80" isUploading="false" showCaption="false" width="488" height="265" darkWidth="488" darkHeight="265"}
4. Click **Copy** to confirm.