Filtering the list of profiles

Important: This article contains instructions to the public preview version of the profile list interface. You can switch between the versions of the list by using the New profiles toggle located at the top of the list of profiles.

Filtering profiles is a feature that allows you to efficiently sort and preview profiles based on shared characteristics or similar behavioral patterns. For instance, you can narrow down the list to display profiles who made purchases within a specific time frame, visited particular pages, participated in promotional campaigns, and more.

Filtered profiles
Filtered profiles on the list

You can filter the profiles using the following methods:

  • selecting predefined filters on the left side of the screen:
    • recognized,
    • anonymous,
    • test,
    • all profiles from the list on the left,
    • one of 10 segmentations available on the list - the list contains the first 10 segmentations from the list of segmentations, but you can use the search box to find the one you want to use;
  • defining the filter conditions on the list of profiles - this way you can create a segmentation from scratch which uses any attribute or event to filter out a group of profile/companies who share the same quality.

Predefined filters

  1. Go to Profiles icon
  2. At the top of the page, click Recognized.
    Filtering out customers who visited a website last month
    Filtering out customers who visited a website last month
  3. Select an option.

Defining filters from scratch

  1. Go to Profiles icon

  2. At the top of the page, click Filter icon Filter.
    Result:

    Filtering out customers who visited a website last month
    Filtering out customers who visited a website last month
  3. Click the Add condition button.

  4. Define the conditions by selecting events and/or attributes.

  5. To narrow down the scope of data, you can use the date filters.

  6. Confirm by clicking Apply.
    Results: The list presents the filtered results and the filter icon looks as follows: Filter icon

Tip: Read more information about building segmentations.

Returning to previous profile list version

To switch back to the earlier version of the profile list interface, disable the New profiles toggle located at the top of the list.

😕

We are sorry to hear that

Thank you for helping improve out documentation. If you need help or have any questions, please consider contacting support.

😉

Awesome!

Thank you for helping improve out documentation. If you need help or have any questions, please consider contacting support.

Close modal icon Placeholder alt for modal to satisfy link checker