Filter Activity Type - Preference Opt-Out Activity

This activity type returns individuals who have "opted-out" from a specified Preference field (or fields).

Note: This Activity Type is not supported by the Quick Calculate feature.

To define the parameters for this activity Filter option:

  1. Drag-and-drop "Preference Opt-Out Activity" from the Dynamic Pane onto the Filter Workspace. The Build Criteria dialog box is displayed.

  2. Define your Filter criteria using the options described below.

  3. Click save criteria

Filter Options

 Filter Activity Option: Preference

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This option allows you to select a specific Preference field (or fields).

  1. Click the check mark next to "... to a specific Preference." The system opens a new tab in the dialog box named "Preferences."

  2. From the drop-down menu, select a Preference field, then click the add button (plus-sign icon). The field is added to the list of selected fields. Repeat this step as necessary to add more Preference fields. To remove a selected Preference field, click the "X" icon next to the Preference field name.

  3.  If you need to remove this Filter criteria, either click the "X" icon within the "Preference" tab, or toggle off the check mark next to "... to a specific Preference."

 

 

 Filter Activity Option: Date Criteria

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This option allows you to define a date range using either specific dates, or using calculated dates.

  1. Click the check mark next to "Date Based Calculations." The system opens a new tab in the dialog box named "Date Criteria."

  2. From the "Date" drop-down menu, select the date option:

    • Exactly

    • More than

    • More than or exactly

    • Less than

    • Less than or exactly

    • Between

  3. If you select any date option other than "Between," you must set the boundaries of the date range by defining the "date math" calculation. First, enter a number, a unit of measure (days, weeks, etc.), and an operator (before or after) for the calculation. Then, you must define the starting point for this calculation -- click "Today" to use today's date, or click "Date" to pick a specific date. The line graph is updated to provide a visual representation of your date range.

  4. If you select "Between" as the date option, you must define the start and end dates. For the start date, click "Today" to use today's date, or click "Date" to pick a specific date. Repeat this process for the end date.

Note: The start and end dates can't both be "Today."

  1. If you need to remove this Filter criteria, either click the "X" icon within the "Date Criteria" tab, or toggle off the check mark next to "... Date Based Calculations."

 

 

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