Tutorial: Filtering your Creative

Filters in Creative Insights empower you to analyze specific subsets of your ads, enabling more precise insights and efficient workflows. By saving filter configurations, you can easily revisit or share your preferred views, reducing setup time and streamlining collaboration.

This guide will walk you through how to apply filters to your creative assets and save those filters for future use.

Getting Started

How to Apply Filters

1. Open the Advanced Filters Drawer

   • In Creative Insights, click the More Filters button to open the filtering modal.
     

     

2. Select Filter Criteria

   • Choose how you want to filter your ads:

     • By naming conventions (i.e., Campaign, AdGroup, or Ad Name).

     • By creative tags (e.g., objects, colors, people).

     • By ad formats (e.g., Static, Video, or both).

     • By threshold of spend or impressions (e.g. “Exclude spend below”)

   • For name and tags filters, select whether you want to include or exclude creatives based on the keyword (“Contains” or “Do not contain” respectively).

3. Apply Your Keywords

   • Type your keyword(s) or numeric amounts into the input fields. You can add multiple filters, and the system will display only creatives matching all the applied criteria (follows "AND" logic).

4. View and Adjust Filters

   • Once applied, the More Filters button will show the number of active filters (e.g., “More Filters (3)”).

   • At any time:

     • Click Clear All to remove all filters.

     • Press Cancel to discard changes and revert to the previous filter state.

5. Review Results

   • After applying filters, your creative view will update automatically to reflect the selected criteria, and any aggregate metrics (see Summary Metrics) will consider only ads that match the filters.

How to Save Filters

1. Save Filter Sets

   • After configuring your filters, click Save Filter Set to open the save modal.
     

     

   • Enter a name (e.g., “Holiday Campaign Filters”) and an optional description to describe the filter’s purpose.

   • Click Save to store the filter set for future use.

2. Apply Saved Filters

   • To use a saved filter, open the Select Filter Set dropdown and choose the desired set.

   • Click Apply, and the saved filters will instantly load.

3. Manage Saved Filters

   • Click the Manage Filters button to view all saved filter sets.

   • From this page, you can:

     • Edit: Update the filter set and save changes.

     • Copy: Create a duplicate filter set and make adjustments to the new version.

     • Delete: Permanently remove a filter set you no longer need.

     • Add New: Create an entirely new filter set from scratch.

     • Apply: Select and apply a saved filter directly from the management page.

   • Alternatively, you can select a filter set from the dropdown, make changes, and save it again using a new name.

Pro Tips

• Be Intentional with Objectives: Before applying filters, define the specific objectives or strategies you want to analyze. For example, if you're reviewing the Creative Scorecard or Top & Bottom Performers, ensure that the selected KPI aligns with the campaign’s goals to surface the most meaningful insights.

• Simplify Sharing: Saved filters remove the need for lengthy URLs—just apply the filter and share the link with anyone who has access to the client.

• Work Flexibly: You can apply filters without saving them, but note that unsaved filters will reset if the page refreshes.

Next Steps

For deeper creative analysis, check out: