Master Filters divide the data of one brand by product line in Genezio. Thus, a company with many products can stay as one brand and also see the results of each product line separately. A master filter is a set of topics. You create master filters and select one in the picker. Then, each view in Genezio shows only the topics of that filter: dashboards, conversations, insights, citations, share of voice, perceptions, and all other views.
The old name of Master Filters is Products. The name changed because users confused them with the products that AI mentions in shopping answers. That is a fully different feature. Refer to Products.

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Master Filters or separate brands

Genezio supports two methods to model a company with many products. It is important to select the correct method.

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Use separate brands when

Your products have their own brand presence in answer engines:
  • Answer engines know the products well by their product names.
  • Customers and buyers use the product names directly.
  • Each product has its own different competitors.
In this case, make a separate brand for each product. For an answer engine, Microsoft Word, Microsoft Excel, and Microsoft Teams are different brands. Each one has its own competitors (Google Docs, Google Sheets, Slack), its own buyer personas, and its own visibility results. Refer to Companies with many products in Brands.

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Use Master Filters when

Your brand is strong, but your product lines do not have their own brand recognition:
  • Customers know the name of the company, not the names of the product lines.
  • Answer engines describe the lines as offers of the parent brand, not as independent names.
  • The lines frequently have the same competitors, or the competitors are not very different for each line.
  • You want one source of truth at the brand level, with a view of each product line above it.
In this case, keep all data at the brand level. Define Master Filters to filter the data for each product line.

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Quick decision

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How Master Filters operate

A master filter is a named set of topics. That is the full definition.
  • More than one master filter can have the same topic. For example, the topic “Customer support best practices” can be in your Sales filter and in your Service filter at the same time.
  • A topic that is not in a master filter stays on the brand. It does not appear when a filter is active.
  • You manage master filters at the brand level. Each brand has its own list.

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Where to configure Master Filters

You define Master Filters in Settings. Give each master filter a name, and select its topics. When the brand has one or more master filters, a picker appears in the main header. With the picker, you change the full view from one filter to another, or back to the default view without a filter.

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Filter your reports by master filter and persona

The filters are in the report header, and they stay active from one screen to the next. When you make a selection on one page, the next page keeps it. Thus, you do not have to apply it again on each page. The report header has two filters:
  • Master filter: Appears when the brand has one or more master filters. When you select one, each view shows only the topics of that filter.
  • Persona: Appears when the topics of the brand are for two or more personas. When you select one, the view shows only the data of that persona. Refer to Personas.
If you did not define master filters, Genezio does not show that dropdown, and Genezio operates as before. When you select a master filter:
  • Dashboards show the metrics of the topics in that filter.
  • Conversations show only the topics of that filter.
  • Insights use only the data of that filter.
  • Citations, SOV, perceptions, and competitors: each view shows only the data of that filter.
The default view has no filter. It shows the full brand, and no master filter has an effect on it. The picker is an optional lens that you can select.

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Typical configuration: one company with three product lines

For example, a consumer-electronics company has three product lines:
1

Create the brand

The company creates one brand for itself.
2

Define the master filters

In Settings, the company defines three master filters: Headphones, Speakers, and Wearables.
3

Attach the shared topics

The company attaches the topics for all three lines (for example, “Brand reputation”) to all three filters. Or, it keeps them at the brand level if the leadership wants to see them for the full company.
4

Attach the specific topics

The topics for one line (for example, “Noise-cancelling headphones for travel”) are only in Headphones.
5

Use the picker

The picker appears in the header. The marketing manager of Headphones uses it each day to see only that product line. The CMO keeps the view without a filter to see the full company.

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Master Filters and the other parts of the platform

The picker filters the data at the data level. Thus, Master Filters operate correctly with the other parts of Genezio:
  • The Geo Assistant uses the current master filter when it answers questions.
  • Insights and Share of Voice use the active filter.
  • When you export reports for reviews with stakeholders, the export uses the filter context.
  • Topic Tags continue to operate independently. One topic can have Headphones (master filter) and Pricing (tag) at the same time.

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Master Filters and shopping products are different

Master Filters put topics into groups to divide your reports. They are a reporting lens that you configure. The Shopping section is about a different thing. It shows the products that answer engines really mention in shopping answers. Genezio finds these products automatically in conversations. You do not configure these products.