Information for: DEVELOPERS   PARTNERS

Managing filters in Personalization

When creating rules in Personalization, you can search for content by specific filter criteria, and those filters can be saved and reused. Use the following criteria to help you refine your search results:

Filtering fields

  • Keywords - Identical to the keyword search in the default Search field
  • Sources - The different websites that contain your content
  • Tags - The taxonomy tags associated with your content
  • Content Type - One or more Drupal content types, with multiple values separate by commas
  • Published Date(s) - The date the content was published

Creating search filters

To filter content, perform the following steps:

  1. Sign in to a Personalization-enabled website as an administrative user.
  2. Activate the Personalization bookmarklet. The Personalization sidebar will appear.
  3. Click the Content tab.
  4. In the Explore Content section, click Filter to display the available filtering options.
  5. Enter your search criteria, and then click Filter Content.

Saving search filters

To save a filter for use later or to be used to create a recommendation, perform the following steps:

  1. Enter search criteria to filter your content.

  2. Click Save Filter.

  3. Enter a unique Filter Name, and then click Save Filter.

    Save this filter

Using, managing, and deleting filters

To use or modify existing filters, complete the following steps:

  1. Sign in to a Personalization-enabled website as an administrative user.

  2. Activate the Personalization bookmarklet. The Personalization sidebar will appear.

  3. Click the Content tab.

  4. Click Saved Filters.

    Saved Filters button

    Experience Builder will display your website’s saved filters in a list.

  5. To search for content based on a filter, or to delete the filter, click the three dots Three dots icon icon next to the desired filter, and then click the appropriate option:
    • Search
    • Delete

    Deleting or executing a filter