Filter Rules

The Filter Rules tab provides a unified inclusion filter engine for touchpoint creation and attribution. Three filter sections cover Campaign, Campaign Member, and Opportunity objects. Only records matching active filter criteria will have touchpoints created and kept active. When no active rules exist, all records are included by default. Non-matching records are deactivated and removed from revenue calculations, but never deleted. Removing or disabling a filter reactivates previously deactivated records.

Accessing Filter Rules

1. Navigate to the Attribution Configuration tab
2. Click the Filter Rules tab

Filter Sections

Each section works independently and has the same interface:

Section	What It Filters	Example Use Case
Campaign Filters	Campaigns by field criteria	Include only campaigns where Type = "Webinar"
Campaign Member Filters	Campaign Members by field criteria	Include only members where Status = "Responded"
Opportunity Filters	Opportunities by field criteria	Include only opportunities where Amount >= 1000

Enabling a Filter Section

Each section has an Enabled/Disabled toggle in the header. Toggling a section on or off takes effect immediately.

Building Criteria

Adding a Group

1. Click Add Group to create a new criteria group
2. Each group is a gray box containing one or more criteria rows

Adding Criteria

1. Inside a group, click + Add Criteria
2. Select a Field from the dropdown
3. Select an Operator (options depend on the field type)
4. Enter a Value
5. Click Save Criteria when done

Operators by Field Type

Field Type	Available Operators
Text	Equals, Does Not Equal, Contains, Starts With
Picklist	Equals, Does Not Equal, Contains, Starts With
Currency	Equals, Greater Than, Less Than, Between
Number	Equals, Greater Than, Less Than, Between
Date	Equals, Before, After, Between

The Between operator shows two value fields (From and To).

Logic Within a Group

Use the AND/OR toggle next to the CRITERIA label to control how criteria within a group are combined:

• AND — All criteria must match for the group to apply
• OR — Any criterion matching is enough

Logic Between Groups

When you have multiple groups, an AND/OR toggle appears between them:

• AND — All groups must match
• OR — Any group matching is enough

Removing Criteria

• Click the X icon next to a criterion row to remove it
• Click Delete Criteria (red button) to remove an entire group

Example: Include Only Webinar Campaigns

1. Enable Campaign Filters
2. Add a group
3. Add criteria: Type → Equals → Webinar
4. Save

Only touchpoints linked to "Webinar" campaigns remain active. New members added to non-Webinar campaigns will not generate touchpoints.

Example: Include Only Large Opportunities

1. Enable Opportunity Filters
2. Add a group
3. Add criteria: Amount → Greater Than → 1000
4. Save

Impact on Touchpoints

When a record does not match inclusion filter criteria:

• Related touchpoints have Is_Active__c set to false
• Attribution weights and amounts are zeroed out
• Touchpoint records are preserved — nothing is deleted

When a filter is disabled or criteria are removed:

• All touchpoints are reactivated (no filtering applied)
• Attribution weights and amounts are recalculated

info

Filter changes trigger an automatic recalculation. No manual intervention is needed.