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Reference variables

A reference variable holds a unique reference for each record, such as a Household URN (unique reference number) or a Supporter ID. Each table has one. The data picker shows reference variables with a barcode icon.

Filter by a reference variable to include or exclude specific records, such as a seed list or supporters who've asked not to be contacted.

Filter by a reference variable

You can type the references in, or use a file of them.

To filter by a reference variable:

  1. Choose an option from the dropdown:

    • Is: Includes the records with these references
    • Is not: Excludes the records with these references

  2. On the Values tab, type or paste up to 100 references, one on each line or separated by commas. For more references, use a file.

    The Household URN filter set to Is, with three references entered on the Values tab

  3. Select Apply.

Tip

For more than a handful of references, use a file. It keeps your filter manageable, and it's easier to update the list later.

Use a file of references

Use the Upload File or Existing File tab, as described in Use a file of values.

For a reference variable, the file must:

  • Be a .TXT or .URN file
  • Have one reference on each line. Separators are ignored.

A file of references you've saved is a URN file, and you can also use it from the Files tab of the data picker. See Audiences and files.

On a dashboard, you can choose whether Orbit keeps an uploaded file permanently or only while you need it. See URN files in dashboard filters.