Filter Bookmarks is a concept in CaliberMind Insights that allows people to create pre-set filters for different user groups. Everyday use cases include:
- Creating filters so digital marketers only see their relevant activities
- Creating filters to narrow the accounts displayed to an ABM list or account tier
- Focusing on a single region and subset of campaign data to keep a business unit focused on their target domain
Who Can Create Filter Bookmarks?
Anyone with access to a dashboard can create private filter sets. Dashboard designers and owners can create both public and private filter sets. Public filter sets will display to all users and allows for a centralized administrator to create pre-sets that can be used by different teams to showcase the data they care the most about.
How Do I Create a Bookmark Filter?
- Set the filters you would like to snapshot in the relevant dashboard:
- Click on the Save Bookmark button on the Filter Bookmark widget at the top of the applicable dashboard:
- Select whether you want the bookmark to be private or public to anyone who can view the dashboard:
- Create a name for your subset and click Save:
We recommend creating only a few bookmark filters per dashboard and establishing an intuitive naming convention to limit confusion across teams.