Filters

Find what you need, quickly

This is a very powerful feature on our platform. Filtering helps you find the objects (people, things) via a way of adding parameters to your filter. This allows you to filter VERY fine-grained.

Afterwards you can use that filter for multiple things like automating rewards or tags, sending bulk emails or SMS, exporting the data to CSV, taking actions on the resulted objects, ...

Create

Assign a filter to one of the many categories:

• Members

• Associations

• Association leaders

• Form responsibles

• Form attendees

• Form vehicles

• Wristbands

Once created you will see that all of your possible objects are in the result of the new filter. This is because you need to create parameters before the filter actually starts doing some actual filtering.

Parameters

Creating a new parameter will show you a menu of possibilities. Make a choice of what you want to achieve with your filter and pick it.

Examples of parameters

• was born between dates

• has or hasn't got a valid bank account number

• has a job on at least one of these days

• double confirmation page open

• has (or hasn't) got a certain number of substations as preference

• has checked in on days

• has rewards assigned

• hasn't got tags

• has certain comment rating

• has downloaded ticket

• has signed (or not) a certain document

There are many more options to create parameters.

AND / OR

When you created a parameter you can add another one. This time you will first have to make the choice if you would like to add an AND parameter or an OR parameter. These are logical operators.

If you pick AND, you tell the filter it should find the people who are in the results of parameter 1 AND parameter 2.

If you pick OR, you tell the filter it should find the people who are in the results of parameter 1 OR parameter 2.

Example

The result of parameter 1 include Sam, Isabelle & Nick.

The result of parameter 2 include Tim, Frank & Nick

• AND: The people who ended up in BOTH parameters, only Nick in this case.

• OR: The people who ended up in AT LEAST ONE parameter, so Sam, Isabelle, Nick, Tim and Frank.

You can combine many AND and OR operators with many parameters. Make it as simple or complex as you like.

For now the maximum amount of parameters is 15. This is a hard limit to ensure the performance of the platform.

Sharing

The results of the filter can be shared with people who do not have access to the filter system. This feature will generate a unique secured URL that can be shared. You have more configurable settings to limit access.

This feature is in BETA and is currently only supported for Member and List vehicle filters.

1

Open the member filter

2

Click on the title 'Share'

3

Click on the plus button in the upper right corner

4

Fill in all data needed & click on the save button