Include and Exclude Conditions

Now, let’s see how to set these conditions using ‘AND’, ‘OR’ operators to filter the data appropriately.

Include Conditions

You can set Include conditions based on the criteria mentioned in this use case following the steps mentioned here. Let’s understand the operators and how they fit into the use case:

• Specify Your First Condition: Begin by defining your first inclusion criterion.

  • Country is equal to "Australia"

This setup means that only profiles where the country is set to "Australia" are included in your results.

• Default 'AND' Behavior: Whether you choose to add another line entry or simply click Add after specifying the first condition, the system automatically applies an 'AND' condition. This means that any additional criteria you add must also be true for a profile to be included.

For example, if you add a new line for City is equal to "Melbourne", your conditions would look like this:

• Country is equal to "Australia" AND City is equal to "Melbourne

Profiles must meet both conditions to be included.

• Switching to ‘OR’: You can change the default 'AND' to 'OR' by clicking the 'AND' between your conditions. 'OR' allows you to include profiles that meet any of the specified conditions, rather than requiring all conditions to be true. For instance, if you want profiles where the City is equal to "Sydney", you can set it up as:

  • Country is equal to "Australia" OR City is equal to "Sydney"

This setup includes profiles if either the country is "Australia" or the zip code is "08540," or both.

• Additional Line Entries and Rule Sets:  Within a single rule set, you can add multiple line entries, each of which can be combined using 'AND' or 'OR'. Additionally, you can create another rule set, which is separated from the first by 'AND' or 'OR', allowing you to layer multiple conditions across different rule sets for more refined filtering.

For example, let’s say you set up the first rule set to include profiles where:

• Rule Set 1: Country is equal to "Australia" AND City is equal to "Melbourne"

This rule set ensures that only profiles matching both the country "Australia" and city "Melbourne" are included.

Now, you want to add another rule set to include profiles where:

AND

• Rule Set 2: Due date is on "Next week" or Due Amount is greater than 100 USD.

With this setup, profiles are included if they meet all the conditions in Rule Set 1 and at least one of the conditions in Rule Set 2. So, a profile with the country "Australia" and city "Melbourne," and a profile with Due date is on "Next week" or Due Amount is greater than “100 USD” would be included in your results.

In the example above, Rule Set 1 and Rule Set 2 are connected using the AND operator. This means that only profiles meeting the conditions of both rule sets are segmented.

Exclude Conditions

The way you add Exclude conditions are same as how you set Include conditions on Data Cloud. Let’s look at an example where Exclude conditions are added alongside Include conditions and how the filtered data looks like.

For example, you want to exclude profiles where the Zip Code begins with "07540", then the condition is:

• Zip Code is equal to 07540

These conditions ensure that any profile with the zip code "07540" is excluded from your results, even if they match the include conditions.

Combined Effect on Profiles

So, when these filters are put together in the use case:

• Who Gets Included: You capture profiles of people whose country is "Australia" and who live in the "Melbourne" area. Specifically, within this group, you include those whose due date is next week or whose due amount is greater than 100 USD.

• Who Gets Excluded: However, you also set conditions to exclude anyone from a zip code beginning with "07540". This means profiles matching these criteria are filtered out, even if they initially meet the include conditions.