In select BlueConic connections, you can use the Filter data processor to search lines in a data set to find a specific value. Configure a regular expression to match values that are stored in the configured profile property and then have the import goal only import lines that have a matching value or instead, only import lines that do not have a matching value.
To configure values for this data processor, you select a specific field from your data set and then define an exact value for matching.
Adding this data processor to your tenant
To use the Convert value data processor, you first need to add it to your tenant through the Plugins page (BlueConic Settings > Plugins). Click the Add plugin button at the top of this page and look for "Filter data" in the gallery. Then, click the Add plugin button underneath its description to install it.
Adding this data processor to a connection
The Filter data processor is available in all BlueConic connections that use data processors. You can review the complete list here.
Each of these connections has a specific step on its import and/or export goal page to add data processors (e.g., "Correct your files before the import," "Modify your data before the export"). In that step, use the search box to add "Filter data"; once added, it appears in a numbered list of data processors activated for that connection.
For more information, review the full article Using data processors with BlueConic connections.
Configuring this data processor
The Filter data processor requires some configuration to ensure that BlueConic imports or exports the data as specified. To make these configurations, click the cogwheel icon next to "Filter data" in the numbered list of data processors. This opens a window with the following settings:
- Filter: Select the field that contains the value you want to filter through
- Matching: Set whether you want the output to contain only matching or non-matching values
- Expected value: Enter the value you want to filter through the data field for matching values
Sample scenarios for using this data processor
Review the following scenarios to see how you would set up the Filter data processor to clean up your data for optimal segmentation:
Scenario | Settings | Output |
Targeting profiles in a certain geographic region, such as a country, state, town, or zip code |
Filter: State Matching: Matches Expected value: MA |
Only imported profiles with the value "MA" in the State field |
Removing profiles with a known interest from a newsletter where that interest is not covered |
Filter: Interests Matching: Does not match Expected value: Sports |
Only imported profiles without the value "Sports" in the Interests field |