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User Developer

User guide

    • Overview
    • Getting started
      • E-commerce integrations
        • Shopify
        • WooCommerce
        • BigCommerce
        • PrestaShop
      • B2B integrations
        • Salesforce
        • Zendesk
    • Dashboards
      • Creating a new dashboard
    • Reports
      • Creating a new report
    • Campaigns
      • Creating a new campaign
        • Email
        • Playbook
        • SMS
        • Journey
      • Managing
        • Personalizing campaign content with Liquid
        • Making journey and playbook campaign messages transactional
        • Sending playbook messages on specific days
        • Email acceptable usage policy
        • Improving email deliverability
          • Understanding email deliverability
          • Crafting email messages to protect deliverability
        • Working with actions
          • Salesforce
    • Capture widgets
      • Creating a new capture widget
      • Managing
        • Viewing and editing
    • People
      • Adding people
      • Managing
        • Viewing and editing a person
        • System person fields
        • Salesforce fields
        • Calendly fields
      • Creating custom fields and sections
    • Organizations
      • Adding organizations
      • Managing
        • Viewing and editing an organization
        • System organization fields
        • Salesforce fields
    • Audiences
      • Creating a new audience
      • Default Shopify audiences
      • System audience fields
    • Activities
      • Creating a new activity
      • Managing
        • Shopify activities
        • Salesforce activities
        • Calendly activities
    • Data sources
      • Configuring a new data source
        • E-commerce integrations
          • Shopify
          • PrestaShop
          • BigCommerce
          • WooCommerce
        • Payments integrations
          • Recurly
          • Stripe
        • CRM integrations
          • Spreadsheet (CSV)
          • Pipedrive
          • Salesforce
        • Helpdesk integrations
          • Zendesk
        • 3rd party integrations
          • Segment
          • Zapier
          • Calendly
        • Other integrations
          • Custom API
          • Webhook
        • Tracking code
      • Managing
        • Configuring data retention
    • System-wide features
      • Working with filters
    • Setup
      • General
      • Brand book
      • Email, domain and templates
      • SMS
        • Numbers
        • Consent, opt out and default responses
        • Limits and fallback
        • Regulatory bundles
        • Preference center
      • Customer data
        • Engagement score
        • Fields
      • Attribution
      • Privacy, security and GDPR
    • Profile, accounts and plans
      • Checking and managing your plan
      • Canceling your subscription
      • 14-day trial plans
      • SMS billing
      • Migrating from Autopilot Journeys
    • Security
      • Backups
      • Data retention policy
      • Untrusted accounts
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  • System-wide features

System-wide features

This section of the guide contains help documentation for system-wide features, including:

  • Working with filters

Configuring data retention Working with filters

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