How to filter on records associated with a certain Campaign

Last published at: 2022-02-08 12:51:37 UTC

The Duplicate Check Job Filter feature is available only in the Premium Edition of Duplicate Check.


In this tutorial, find out how to filter a certain Object to return results only from a certain Campaign when running a Duplicate Check Job.

This type of filtering can be applied to the Lead, Contact and Account Object. Here the Lead Object is used as an example.

Step 1 How to filter Leads associated with a certain Campaign

  1. Navigate to DC Job page.
  2. Click on the 'Add New Job' button.
  3. Fill out the Job information by selecting the Leads object and a scenario.
  4. Click on 'Filter' button to add the DC Job Filter to this job.
  5. Under 'Field' select 'Leads ID'
  6. Under 'Expression' select 'In Campaign'
  7. In the field value, enter the campaign name from which you want to get results only. This field works with suggestions.
    This is an example of how a correctly filled Field, Expression, and Values should look:
  8. Click the 'Start' button to start the job.

Learn more about the DC Job Filter and its functionality in this article.