Filter
Filters are essential for managing product catalogs and optimizing exports to various channels. By using filters, you can include only the desired products while excluding items such as samples or out-of-stock products. This ensures efficient ad spending and relevant exports.
This guide is aimed at users managing product data for export channels. It covers the purpose of filters, how to set them up, and tips for troubleshooting common issues.
Prerequisites
- Familiarity with product catalogs and export workflows.
- (Optional) Basic understanding of SQL for advanced filter creation.
Table of Contents
- Overview of the Filtering Feature
- Step-by-Step Guide to Using Filters
- Detailed Instructions
- Quick Answers to Common Issues
- Related Articles
Overview of the Filtering Feature
The filter button, located at the center of the screen, helps manage which products are exported to channels. SQL Filters work based on inclusion, meaning you define the products you want to keep in your selection.
For instance, if your catalog contains samples or unavailable items, you can exclude them to ensure that only relevant products are exported. With the formula editor, you can choose your logic with inclusion or exclusion. Note that your choice will apply to all the rules you create.
Understand Logics
Inclusion Logic:
Select products where price IS NOT NULL and price > 0
Example Result: Includes all products with a price greater than 0.
Exclusion Logic:
Exclude products where price IS NULL or price = 0
Example Result: Removes all products with empty or zero prices.
Combined Logic:
Include products where price > 0 AND stock > 10
Example Result: Selects products that are in stock with a price greater than zero.
Complex Example:
Include products where category = 'electronics' AND (price > 100 OR stock > 50)
Example Result: Adds electronics where either the price is high or there’s significant stock.
Exclusion with Conditions:
Exclude products where NOT (price > 50 AND stock > 10)
Example Result: Removes products that either have a price of 50 or lower, or stock of 10 or less.
Step-by-Step Guide to Using Filters
Adding a New Filter
- Select the filter button.
- Choose the editor you want to use by switching the button:
- Formula editor (recommended for ease of use).
- SQL Editor (for advanced users).
- Define the product criteria you want to include or exclude, and write a rule.
Modifying Existing Filters
- Click on an existing filter to edit its configuration.
- Make changes to refine your selection criteria.
Detailed Instructions
Formula editor
The Formula editor allows you to create filters using logical conditions based on your data sources or mapping results. It’s an intuitive way to manage filters without requiring technical expertise.
You can choose to include or exclude products. The difference is a key part of your logic.
For example:
- Include all products with a price.
- Exclude all products without a price.
SQL Editor
For users comfortable with coding, the SQL Editor enables precise control over product selection. Write custom queries to define your filtering logic.
Viewing Results
After applying filters:
- View the number of products included or excluded.
- Click "See Results" to explore the list of filtered products in detail.
Tip: For further guidance on writing rules, refer to our guides on the Formula Editor and SQL Editor.
Quick Answers to Common Issues
Why isn’t my product appearing in the output channel?
Check the active filters. Hover over the filter icon to review applied conditions.
Can I preview what’s inside a filter?
Yes, hover over a formula to see its details.
Related Articles
For further assistance with SmartFeeds, consider reviewing these articles:
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