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Selecting Filters

The second step of the creating a communication is where users are able to add filters and columns in order to generate their contact list. The list of available filters and columns will change depending on the data source chosen in the initial step. The drop-down for adding a filter has an optional check box for including a column. Clicking the 'Add Filter' button would then add both to the lists of current filters and columns. If a user wanted to add a column without a filter they could use the 'New Column' drop-down and the 'Add Column' button. To delete a filter or column that has been added, a user must click the 'Delete' button next to the name of the filter or column.

Graphic: Selecting Filters.1

If the communication is an email template, the fields from the template will automatically be added as columns.