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
- Common Use Cases
Setting a Filter
From the Users page, select the filter icon (Figure 1).
Figure 1: Click the filter to access more options.
After expanding the filter pane, enter the criteria for your list. The example below would allow for emailing all users within a Corporate Groups user group who registered for an event within the Cashier event group from January 1 through April 30 (Figure 2).
Figure 2: Input your criteria. Press the filter again to apply.
Once the options are configured, press the Apply Filters button to display the list of users. The number of users contained in the filter is displayed to the left of the criteria. You can also select your desired communication method (Text or Email) to reach out to those volunteers!
FIGURE 3: 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 filter icon, expand the dropdown for User Group Membership, then click '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. Clicking 'Apply Filters' displays the resulting list of users.