Users can be filtered based on various criteria. This will create a list of users who meet your parameters, such as having attended a type of event within a date range. Once filtered, you can email or text this specific group. The filter will also display how many users are contained in the filter.
TABLE OF CONTENTS
Setting a Filter
Step 1
From the Users page, select the filters icon (Figure 1).
Figure 1: Click the filter to access more options.
Step 2
After expanding the filter dropdown, select which filters you'd like to use. This adds them as items on the top bar.
Figure 2: SELECT YOUR FILTERS
Step 3
Click on an active filter to set specific parameters.
FIGURE 3: SET DESIRED CHOICES FOR EACH FILTER
Step 4
As each filter is set the page narrows down the displayed users. The number of users contained in the filter is displayed at the top. You can also select your desired communication method (Text or Email) to reach out to those volunteers!
FIGURE 4: TOTAL USERS MATCHING THE FILTER IS DISPLAYED. OPTIONS FOR COMMUNICATING WITH THOSE USERS CAN BE USED.
Common Use Cases
Filter Users by Multiple Group Memberships
The filter on the Users page allows for filtering based on a user's membership across User Groups. From the Users page, click the filters icon, then select User Group Membership.
Next, click on 'User Group' from the top bar and select 'Filter by Multiple Groups'.
A box appears allowing for finding users who are in multiple groups, while also excluding those who are members of certain groups.
In the example below, I am searching for a Spanish-speaking driver who does not need community service nor is currently being processed for a background check.
After selecting the group membership options, the User Group Membership box shows multiple groups being filtered. Other filters could then be applied.
How many users in a given User Group?
How many new accounts were created last month?
How many no-shows did I have last year?
