Pardot Knowledge Base

Filters Overview

Last Updated: Apr 26, 2016 | Print this Article
 
Filters allow you to exclude certain types of visits, clicks, or other actions from your campaign results and email notifications. The most common use of this would be to filter out your own company's IP address to avoid skewing results. Filters will also hide activities from a filtered prospect's profile.

Instructions

  1. Navigate to Admin > Automation Settings > Visitor Filters.
  2. Click on +Add Filter to add a new IP or hostname filter.
  3. Enter a Name for your new filter.
  4. From the Type dropdown, choose whether you would like to exclude an IP address or IP range (wildcard) or exclude a hostname or hostname wildcard.
  5. In the Value field, enter your IP address or wildcard range or enter your hostname or hostname wildcard depending on what you selected in the previous step. You can use wildcards to eliminate large ranges of IP addresses (192.168* would filter out any visits from IP addresses beginning with 192.168) or to eliminate large ranges of subdomains (*.pardot.com would filter out any visits from hostnames ending with .pardot.com).
  6. Click Create filter.
  7. To Edit or Delete the filter, simply click on the action wheel within the table.
Add a Filter

What Is Filtered

Everything associated with the following objects will be filtered:
  • Visitors
  • Visits
  • Visitor Activities
  • Visitor Page Views
  • Email Clicks

Usage Notes

  • Once the filter is set up, it immediately goes into effect. However, it is important to remember that the filter will only work on new visitors. Anyone who has visited and been associated with a particular IP address or hostname before the filter was created will continue to be associated with the same IP address or hostname, even if it is later filtered.
  • If you are establishing a filter for internal employees:
    • Please have your employees clear out cookies in order for the filter to take effect.
    • Keep in mind that if they sign in from a different IP address that is not filtered, their activities would not be filtered. For example: an employee fills out a form at the office from a filtered IP. If that employee goes home and fills out the same form, that would cause a change in IP, as well as a change in their activities being filtered.
  • Filtering by hostname will only filter the domain of the visitor hostname (not the prospect's email domain).
  • Once a filter is established, any autoresponders, notifications, email completion actions or other actions (including scoring actions), associated with filtered activities will not fire.

Viewing Filtered Activities

Administrative users can toggle viewing filtered activities by hovering over their email address in the top-right corner, and clicking the “Show Filtered Activities” in the dropdown. When the "Show Filtered Activities" is turned on, any activities that have been filtered will appear with a red "Yes" in the "Filtered" column of the Prospect Activities table.

Removing a Filter

To remove a filter, follow these steps:
  1. Navigate to Admin > Automation Settings > Visitor Filters.
  2. Click on the corresponding action gear on the right hand side of the filter you would like to delete.
  3. Select Delete from the dropdown options.
Note: Pardot filters activity in the same way as it tracks prospect activity: by cookie. If a prospect's activity is filtered and the filter is later removed, that prospect will need to clear cookies from their browser in order for their activities to be recorded again.

Need more? Start a conversation with other Pardot users in our Success Community