Filters and Collections

What is a filter?
Filters are a dynamic group of retailers created from a set of criteria. The list of retailers in a filter updates automatically as retailers match (or stop matching) that criteria. Common filter criteria include Retailer Status (e.g., Engaged, Eligible), Facebook/social automation status, product line carried, language preference, and region.

What is a collection?
Collections are similar to filters, except they're static groupings of retailers. The list is fixed at creation, so changes in retailer data won't add or remove anyone from it. A common example is a Key/VIP Accounts collection.

Why are they important to use?
Filters and collections let you send hyper-targeted communications and campaigns to specific groups of retailers, which can help increase engagement. Use a filter when you want a list that stays current automatically - for example, a group based on region or product line that should update as new retailers are added or as their data changes. Use a collection when you want a fixed group that only changes when you manually add or remove retailers - for example, a curated VIP list.

Want to set up custom filters or collections for your brand?
Reach out to your Onboarding Specialist if you haven't launched yet, or your CSM if you're already live, and they'll help you get these configured.