Filters

Introduction

The Filters tool is one of the most powerful and frequently used features in Planful for Marketing. It empowers you to customize your view by utilizing various criteria, such as timeframes, segments, campaigns, tags, and more.

To access the filters, simply click on the menu bar. By creating a filter, you can narrow down the displayed information to align with your specific needs. Furthermore, you have the flexibility to save these filters for future use, ensuring easy access and streamlined workflow. It's important to note that you can apply multiple criteria simultaneously, allowing for precise and refined views of the desired information or objects. Additionally, each filter criterion includes a search function, enabling quick and efficient retrieval of relevant filterable terms.

Creating a filter

Select Filters from the menu bar. Enter the criteria you wish to search. The available options are:

Timeframe

This filter allows you to narrow down objects and information based on specific months or quarters. You can select the timeframe to view campaigns or data that start or fall within that period.

Segment

If you have access to multiple segments, you may want to filter your view to focus on one or more specific segments. This allows you to find related campaigns, expense groups, or expenses within those segments.

Goal

Goals represent a specific subset of campaigns that are associated with a particular objective. For instance, if you have a goal focused on "Awareness," you may have only a few campaigns out of many that contribute to and measure awareness activities. By applying this filter, you can limit your view to campaigns related to a specific goal.

Campaign

This filter provides a list of all available campaigns to choose from, regardless of segment or ownership (for Admin users). You can select as many campaigns as needed to create your filter. If you have restricted access rights as a Read-Write or Read-Only team member, you will only be able to filter campaigns that belong to your assigned segments.

Campaign Type

One way to categorize or group campaigns with a similar purpose is by using campaign types. Planful for Marketing provides default campaign type selections, such as Event and Trade Show. These campaign types can span multiple segments and have multiple owners. For example, if you have geographic segments for Europe and North America, you can use the campaign type filter to view the budget for all event campaign types across all segments. You can also add your own campaign types when creating campaigns to further customize your experience. 

Expense Group

You have the option to filter expenses by selecting one or more expense groups. You can choose as many expense groups as needed to create your filter. If you have restricted access rights as a Read-Write or Read-Only team member, you can only filter expenses that belong to your assigned segments. You can search for relevant expense groups to narrow down your selection choices.

Expense Type

Expense type, similar to campaign type, allows you to categorize or group expenses with a similar purpose. Planful for Marketing offers default expense type selections, such as Marketing Program and Email. These expense types can span multiple segments, campaigns, and child campaigns. By using this filter, you can find and group all expenses of a specific type. If you have administrative rights, you can also add custom expense types to further personalize your experience. Similar to campaign types, please note that grouping expenses of the same type across segments require access rights to all relevant segments. If your authorization is limited to one segment, you can only group expense types within that segment.

Expense Source

Expenses can be created through various methods, including automated processes and manual entry. When troubleshooting the origin of an expense, knowing the expense source can be helpful. Expense sources may include Google Ads, LinkedIn Ads, Planful for Marketing Automation, Import, and Manual Entry. Please note that available sources may vary based on integration sources.

GL Code

GL Codes are optional fields when creating expenses, as not all organizations use them. If your organization utilizes GL codes and they are loaded into Planful for Marketing, you can use them to group expenses by GL type using this filter.

Vendor

Vendors are optional fields when creating expenses, as you may not always know the exact vendor when creating an expense for tracking purposes. Vendors are useful in grouping expenses when you want to summarize all expenses from one or more specific vendors.

Owner

All objects in Planful for Marketing are assigned team member owners. The owner filter is useful when you need to see all the activity of a particular owner across all objects in the platform. It is also helpful when you need to change ownership in bulk.

Tags

Tags are custom defined terms to group objects based on specific criteria. For example, you can use tags to categorize objects by office location, allowing you to filter and view activities and objects related to a specific location, such as Singapore, Tokyo, Sydney, Mumbai, or Beijing.

Shared Cost Rule 

Shared cost rules enable you to distribute expenses among various segments. For instance, if you need to divide costs, such as technology investments, across functional groups like product marketing, field marketing, and demand-gen marketing, shared cost rules simplify the process. Often, these expenses are few in number, making it challenging to identify and group them promptly. By creating a shared cost rule and applying a corresponding filter, you can easily locate and group the expenses associated with the rule.

Metric

Metrics are quantitative measurements used to assess and evaluate different aspects of a marketing campaign or strategy.

Saved Filters

Saved filters provide a convenient way to revisit your customized filter selections easily. To create a saved filter, follow these steps:

1. Select all the filters you would like to include from the filter dropdown.
2. Click Save Filters.
   
3. In the Save and Apply Filter window, enter the Filter name.
   Note:

   The maximum length for the filter name is 40 symbols.
4. Select the checkboxes as required:
   1. Share this filter with my team.
   2. Apply when I log in.
5. Click Save.
   

You can use Saved Filters to access the following:

1. Click Saved Filters.
   
2. All your saved filter options appear.
3. You can apply any of them as needed.