Welcome!
Welcome to the Marin Software Support Center. We're glad you're here. Here's what you can look forward to:
  • Real-time search so you can find what you need faster than ever.
  • Easy-to-follow video guides for our most popular articles.
  • Interactive simulations and Live Screenshots to make learning easy.
  • Regular content updates to ensure every word you read is accurate and up-to-date.
Home > English > Your Marin Account > Grids, Tabs & Columns > How To Articles: Grids, Tabs & Columns > Filtering in the SmartGrid tab

Filtering in the SmartGrid tab

Introduction

The SmartGrid tab features advanced filtering functionality that make it the very best place to filter for keyword data in our Platform.

Key Benefits of SmartGrid Filtering

  • Text filtering technology means faster filters on text columns.

  • Search bar for instant filtering on the Keyword title column.

  • Opportunity to quickly preview the results of filters for numeric columns.

  • Filtering options (such as matches phrase) that allow you to be more specific about what returns.

How to Filter Keywords in the SmartGrid Tab

There are two ways of filtering in SmartGrid, as follows:

Method 1

Click the Filter button ('funnel' icon) on the right-hand side of the column header. Select the type of filter you wish to apply, enter the search term (as applicable), then click Apply.


 

Method 2

The second method of filtering is only available for the Keywords column. You can apply an instant Contains filter by typing into the text input box. Once you finish typing (or pause for more than 1 second) the filter will be applied to the keywords column and the grid will refresh automatically.


Parsing Special Characters

The Platform will parse certain special characters within SmartGrid's text fields. These characters are:

  • _
  • |
  • :
  • (
  • )

All of the above will be 'tokenized' and hence treated as a space by the Platform. This measure has been implemented to ensure that all filters containing these specific characters will work as expected within the tab.

Note: Only the characters listed above will be treated as a space. If your campaign includes other special characters -- such as '?' or '/' -- the filtering may not work as expected.

Frequently Asked Questions

How do I know which filters are applied?

When a filter is applied, you will see a large colored funnel icon appear in the column header:         

The entire list of filters applied is stored in the filter sidebar on the left side of the screen. You can hover over the funnel icon to get a quick glance at the filters that are applied.

 

You can also click the funnel to open the panel and get a full look at your filters.

 

You can also easily remove all filters by clicking Clear All on either the hover or the full sidebar.

How does the 'contains' filter work within SmartGrid? How is this filtering different from the existing Keywords tab?

In SmartGrid, the Contains filter is the default option. It will find all instances of a word or any words that contain that word as a prefix.


For instance, a search for 'contains pink' would return words like 'pink, pinky, pink shoes, pinky finger, my pink shirt' because those words contain 'pink' as a full word or prefix. It would not return words like 'spink, lepink' because those words contains pink as a suffix. In order to provide a more optimized and faster filtering experience, the suffix matching capability is not possible in SmartGrid (in the existing Keywords tab, suffixes currently match).

If a user types in two or more words, the filter will return all words that contain all of those words, or both of those words as prefixes, regardless of the order. For instance a search for 'contains pink shoes' would return 'pink shoes, shoes like pinky, pinky shoester' because those terms contain 'pink' and 'shoes' as full words or prefixes. It would not return 'spink shoes, red shoes, or pink shirts'. 

The main difference between this behavior and the existing keywords tab is that in SmartGrid, the Contains filter does not require the terms to appear in the same order. In order to provide a more comprehensive and faster matching capability, we have removed this. If you would like the terms to appear in order as entered, use the Matches Phrase filter.

What is the Matches Phrase option and when would I use this?

The Matches Phrase option returns all results that contain the entered phrase. You would use it when you want to find a specific set of words in that order.


For instance if a user types in 'matches phrase pink shoes' it would return 'pink shoes, my pink shoes, pink shoes person'. All these keywords contain the phrase 'pink shoes'. It would not return the keyword 'shoes pink' because the words are reversed. Nor would it return the keywords 'pinky shoes' or 'pink shoesy because these do not match the exact phrase. It does not care for prefixes.

How do metrics filters work in SmartGrid?

Metric columns refers to the numeric columns (e.g. Clicks, Impression, Conversion Rate, etc) in the SmartGrid grid. These will be shown in blue on the grid.



 

If fewer than 10,000 items are shown in the grid (as indicated by the number in the status corner on the top right corner of the grid), the metric filter will be applied to the entire data set. There will be no difference from the functionality in the current Keywords grid or any text filter.

If more than 10,000 items are shown in the grid, the filter will take on a 'preview mode'. Given that metric filters on a large number of objects may take some time to process, the grid will apply the filter to the top 10,000 keywords by volume (roughly equivalent to the most clicked keywords over the period) to generate a 'preview'. The preview is meant to quickly show you how the filter applies to some of your highest clicked/spend keywords. If you would like to see the full data set, you may click the Create Report button and the filter will be applied to the entire data set for full processing. Note that the totals row will be accurate for the entire data set, but the number of items in the grid will only match the number filtered from 10,000. You will see an asterisk next to the number of items to indicate that this is a preview.

Note: For metric filters that may not be correlated with volume (e.g. filters on percentages like CTR%, conversion rate %, margin %, etc.), you may wish to export to column for best results.

How do metrics sorts work in Keywords beta?

Sorts on metric columns operate similar to metric filters. They will apply only to the top 10,000 keywords by volume, as a 'preview' mode. To view the sort applied to the entire data set, you will need to generate a report.

Can you give an example of how metric filtering works?

Bobby has a keyword set of 2 million keywords. He wants to see all his keywords that have more than 5 impressions in the last 10 days. He adds the Impressions column to the grid, clicks the funnel icon, chooses the greater than filter option, and types in '5.' He then clicks Apply.

The filter is now working, as indicated by the spinner located in the text input search box. It is being applied to the top keywords in order of click volume, and results are being updated in the grid in real-time. Eventually the spinner will stop, indicating the filter has finished processing on all top 10,000 rows. In all likelihood, all keywords with a large amount of volume have been processed even though it is only applying to the top 10,000. The totals row will return indicating the totals for the filtering being applied to all keywords (not just the top 10,000), to provide further confirmation on the extent of the filter. From here, Bobby can continue to apply further filters or sorts, take a multi-edit action, or decide to click Create Report to see the filter applied to his entire data set.

What columns will I get with the 'preview' approach to filtering or sorting?

As a guide, columns which will get a 'preview' upon filtering or sorting have column headers shown in blue on the grid, in contrast to the usual black color.

  • All numeric columns (essentially any columns in the Traffic Cost, Profit, Conversion Types section).

  • Bidding Category

  • Operation Status


How does filtering on URLs work?

Like other text filter, Destination URL filtering is optimized to be fast. The key to using the filter is to search for complete terms or parameters wherever possible.


This is how the filtering works: The filter breaks up the URL into individual terms by tokenizing on these 5 characters ; . / & =

For instance the URL:

http://example.com/?mkwid={ifsearch:...mt={matchtype}

would be broken up into the terms:

  • http
  • testurl
  • com
  • mkwid
  • {ifsearch:s}
  • {ifcontent:c}c352d5
  • pcrid
  • {creative}

When applying a filter, you need to search for one of these complete terms in order for the filter to match. If you are entering more than one term, the filter stipulates that the two terms must be found in the same order and identically (no prefixes or suffixes can match).

For example, A filter for contains pcrid={creative} would match the above URL, because the terms pcrid and {creative} are located next to each other in the URL and have complete terms. However a filter for rid={creative} or pcrid={create would not match this URL as they are only partial matches on the component. The full term must be entered in order for the match on URLs to come.

Can I use an 'AND/OR' filter?

Yes, you can use AND and OR to join filter terms together to produce the desired results. You can also use the OR operator even within an Equals filter. Note that SmartGrid does not support mixing ANDs with ORs, and does not yet allow use of NOT in filters.

Can I filter on Broad Match Modifier terms?

Yes. If you enter a + in a filter, the search will be limited only to terms that begin with a +. For example, performing a search for 'contains +pink' will match '+pink' but not 'pink.'

How does filtering on the Creative column work?

Filtering on the Creative column will search the headline, description, and display URL for the requested terms. Note that previous versions of our Platform only searched the Headline column for the term.

Note that the Display URL will only match if the complete URL matches. For example, if the display URL is www.test.com, then it would only match if www.test.com is entered. It would not match on terms like 'test' or 'com'.


 

Last modified

Tags

Classifications

This page has no classifications.

 

wiki.page("Internal/Mindtouch_Launch_Sandbox/js.cookie.js")