Sampling filters
Sampling filters determine which Invitation emails are included or excluded during the Sampling process based on business rules. Records that pass filtering proceed to the Quarantine rules stage of sampling. If there are multiple filters, they execute in priority order. A record excluded by any filter is permanently excluded, regardless of other filters. Without any Sampling filters, all records pass through this stage.
To use and access Sampling filters, see Access Shared assets. To use Sampling filters in Ad Hoc surveys, see Invitation analysis.
Sampling filters screen
Sampling filters screen lists all the available Sampling filters and their rules for that particular company instance. To create and manage Sampling filters, contact your Medallia expert.
For more information, see Sampling filters.
Details pane
Click on a Sampling rule to reveal its details pane, which shows:
- Priority
- Determines the evaluation order of the Sampling filters. Filters with a lower priority number are applied first.
- Action if match
- Action to take when Survey rule matches a record: Note that other Sampling filters might reject a record that passed this action.
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Exclude all matches rejects records that meet the condition.
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Include all matches accepts only records the meet the condition.
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- Survey rule
- Condition that references one or more fields and which identifies the record as being affected by the Sampling filter. Incoming records matching this condition will trigger the Action if match property, usually preventing a survey from being sent. For example, to exclude all records from Germany, the rule condition should be Country = Germany, and the Action if match is Exclude all matches.
