Set Up Filter Value Sets

Filter value sets are reusable custom lists of text field values to be used in segmentation. Filter value sets allow 6sense to repeatedly filter segments using large, predefined lists of text field values. Instead of manually pasting a lists into a filter, you can create a filter value set and use it in segments.

Filter value sets are available to all users who can create segments or SI filters. There are no private filter value sets.

For an overview refer to Filter Value Sets.

Prerequisites

• 6sense must be integrated with your CRM, either Salesforce, HubSpot, or Microsoft Dynamics.

• The field for which you want to create a filter value set must be a text field.

• Any Primary Administrator, Administrator, or Revenue Marketing or Sales Intelligence user can create a filter value set.

• You must be the Primary Administrator, Administrator, or the creator (owner) of a filter value set to edit it.

Create a filter value set

Where you can create a filter value set depends on your user role permissions.

• ABM > Segments: Any Revenue Marketing or Sales Intelligence user with access to ABM. Refer to Create a filter value set in Create Segments

• SI > Filters: Any Sales Intelligence user. Refer to Create a filter value set in Sales Intelligence.

• Settings > Data settings > Filter value sets: Only Administrators have access to Settings. Refer to Create a filter value set in Settings.

Tip: When you create a filter value set, include the CRM field name in the name of the set. That way it is easier for users to select the set that matches the CRM field.

Prepare a CSV file that includes the values

You can only create a filter value set by uploading a CSV file.

Prepare the value set CSV file with the following requirements:

• Plain text values

• Only one column

• No header row

• A comma at the end of each row’s entry

• 20,000 or fewer values (rows)

For example, the CSV contents would be like:

Value1,
Value2,
Value3,
Value4

There’s a sample file you can download from the Create filter value set panel.

Create a filter value set in RevM Create Segments

To create a filter value set from the Create Segments page:

1. Go to ABM > Segments.

2. Select Create segment.

3. In the Filters list, go to the CRM & MAP category.

4. Select a CRM filter.

5. Select the text field in the CRM.

6. (Optional) Change the default logic.

7. Select Select value set.

8. Select Create set.
   
   

9. In the Create filter value set panel:

   1. Name the set. Use the field name in the value set name for easy reference.

   2. Enter the CRM field.

   3. Upload a CSV, prepared according to the previous instructions.

   4. Select Save.

10. The new filter value set appears in the Value set option.

Create a filter value set in Sales Intelligence

To create a filter value set in SI:

1. Go to SI > Filters.

2. Select a CRM filter.

3. Select Select value set.

4. Select Create set.

5. In the Create filter value set panel:

   1. Name the set. Use the field name in the value set name for easy reference.

   2. Enter the CRM field.

   3. Upload a CSV, prepared according to the previous instructions.

   4. Select Save.

6. The new filter value set appears in the Value set option.

Create a filter value set in Settings

Primary Administrators and Administrators can create filter value sets in Settings.

To create a filter value set in Settings:

1. Go to Settings > Data settings > Filter value sets.
   The Filter value sets list includes all sets in the system, by name. Each row also includes the name of the CRM field, where the set is used in 6sense, its creator, and its creation date.
   

2. Select Create value set.

3. In the Create filter value set panel:

   1. Enter a unique name for the set. Use the field name in the value set name for easy reference.

   2. Select a field.

      6sense currently supports fields from your integrated CRM.
      

   3. Drag and drop or select to upload the CSV file.

   4. Select Create set.

Access the Create Segment page from the filter value sets list

6sense can automatically initiate a new segment from one or more filter value sets in the Settings.

Initiate a new segment from a single filter value set

There are two ways to start a new segment from a single filter value set.

From the Settings > Data settings > Filter value sets, either:

• Select the + plus icon in the Usage column to open the Create Segment page and set up a new segment using the filter value set.

  

OR

• At the right of the row for the set, select  More > Create segment.
  

The Create Segment page opens with the pre-configured filter, using the CRM field and CSV file.

Tip: The Create new button here means that you create a new filter value set, not a new filter or segment.

Initiate a new segment that includes multiple filter value sets

1. From Settings > Data settings > Filter value sets:

2. Check the boxes of the sets you want to include.

3. Select Take action > Create segment.
   

4. The Create Segments page opens with the selected sets already set up for the segment filters.
   

5. Make any other modifications you may need for the segment filters.

6. Select Apply Filters.

Edit, duplicate, or delete filter value sets in Settings

Primary Administrators and Administrators can edit, duplicate, and delete filter value sets in Settings.

If a filter value set is in use in a segment, you cannot delete it.

To edit, duplicate, or delete filter value sets in Settings:

1. Go to Settings > Data settings > Filter value sets.
   The Filter value sets list includes all sets in the system, by name. Each row also includes the name of the CRM field, where the set is used in 6sense, its creator, and its creation date.

2. Either:

   • For one value set, you can edit, duplicate, or delete it:

     1. Select its More icon at the right.

     2. Select the action to perform.
        OR

   • For multiple value sets, you can create a segment with all of them, or delete them:

     1. Check the boxes next to the sets.

     2. Select Take action above the list at the right.

Document changelog

Jul 15 2026: first release