Filter on records associated with a Campaign

Last published at: 2024-08-29 09:49:23 UTC
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The DC Job Filter feature is available in the Premium and PDM editions of Duplicate Check.

You can filter a DC Job so that it only runs on records that are associated with a certain Campaign, by using the "In Campaign" filter option.
Currently this filter option is available only for Leads and Contacts; in the future Account jobs will have this feature as well.

Filter DC Job records on Campaign

To filter a DC Job for Leads or Contacts to run only on those records that are associated with a certain Campaign:

  1. Create a new DC Job‍ or edit an existing Scheduled Job‍.
  2. Enter a job name, select an Object (Lead or Contact), and select one or more Scenarios.
  3. Click + Add Filter .
  4. Click + Add Filterline .
  5. In the Field picklist, select In Campaign.
  6. Add Operator: Equal To, and as Value select the Campaign name.
  7. Click Done .
  8. Add more filters if desired, and continue configuring the job.

The job will now run only on those records that are associated with the selected Campaign.

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Read more about applying filters to DC Jobs in Duplicate Check Job Filters‍.