67 lines
2.0 KiB
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67 lines
2.0 KiB
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=================================
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Segment the Database with Filters
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=================================
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Filters let you reach a granular level of detail in your records.
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How to work with filters
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When working with filters, you will see that some of the rules have an arrow button next to it,
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informing you that the parameter has more variables within it.
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.. image:: media/filters1.png
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:align: center
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:height: 350
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:alt: Filters in Odoo Marketing Automation
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| More than one parameter line - *node* (+) - can be added under what is called a *branch* (...).
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| To exclude a *node* or a *branch*, click on *Delete node* (x).
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.. image:: media/filters2.png
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:align: center
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:alt: Filters in Odoo Marketing Automation
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Every time a new branch is created, you can choose if you would like the records to match *all*
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criteria of the upcoming rules, or *any*, meaning one rule or the other.
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Use cases
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=========
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- **Scenario**: narrow the target down to new opportunities in the pipeline.
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.. image:: media/filters3.png
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:alt: Filters in Odoo Marketing Automation
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- **Scenario**: narrow the target down to suppliers.
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.. image:: media/filters4.png
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:alt: Filters in Odoo Marketing Automation
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- **Scenario**: narrow the leads down to the ones that contain a certain tag name.
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.. image:: media/filters5.png
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:alt: Filters in Odoo Marketing Automation
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- **Scenario**: narrow the target down to the attendees of a specific event that purchase a specific
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category of ticket.
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.. image:: media/filters6.png
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:alt: Filters in Odoo Marketing Automation
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- **Scenario**: narrow the target down to the employees who have kids.
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.. image:: media/filters7.png
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:alt: Filters in Odoo Marketing Automation
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- **Scenario**: narrow the target down to records with a helpdesk ticket solved.
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.. image:: media/filters8.png
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:alt: Filters in Odoo Marketing Automation
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.. seealso::
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- :doc:`automate_actions`
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- :doc:`../../general/tags/take_tags` |