Filter

What is a "Filter"?

A filter is a way to segment your contact list.

When should I use a "Filter"?

The following are examples of when you would use a filter.

• Segmenting your contacts for specific actions
• Deeper understanding of your customer base
• Picking a random winner
• Understanding your customers

How do I set up a "Filter"?

Getting There:

1. Go to the Contacts Section of the CityGro Portal.
2. Select the drop down menu option that says. 'No Filter Selected' (This is the Filters option)
3. Select "+Add Filter"
   
   

Setup:

1. Give your filter a name
2. Decide how you would like to filter your contacts
• Groups- If you utilize groups, this is a simple way to segment contacts

• Rules- This is the most common way to filter.  Using "Rules" you can filter based on any data field.

• Limit- These checkboxes allows you to either search for specific users, or select a random amount of contacts based on the "limit" you give to it.  This filter is commonly used to pick a "winner."

1. Create the filter
2. Select "Save & Close"

Example- Haven't visited for more than 30 days

This is a common filter created by businesses to see what customers haven't been back in a while.  

1. Select the "Filters" pull-down
2. Select "+Add Filter"
3. Name the Filter "Customers who haven't visited in 30+ Days"
4. Select "Rules" and "+New Rule"
5. Using the first pull-down menu select "Last Checkin Time"
6. Using the second pull-down menu select "Is Before"
7. The third pull-down will allow you to pick a specific date or a relative date. If you want 30 days from today then you can select the relative option. In the days box put 30 and change the drop-down that says “In Future” to “In Past”
   
8. Save the filter.
9. Use the filter drop-down to select your new filter “Customers who haven't visited in 30+ Days"
10. Only the contacts that match the filter will then be shown.