Searching vs. filtering the Inbox
- The search bar will search a member’s conversation history (the messages exchanged between the member and your campaign). Conversation search results will appear in any related Inbox folders.
- Filter conditions will filter by member data (ie. zip code, groups, broadcasts sent) and conversation state (i.e. Assigned, Unassigned, Resolved, Unresolved).
Search Conversation in the Inbox
- Go to the Inbox.
- Click into the search bar and enter your search term (i.e. “I donated”).
- Review your results in the respective Inbox folders.
Add a filter condition to the Inbox:
- From the Inbox page, click Filter, +Add Filter.
- Select the attribute you’d like to filter by (i.e. phone number, group, zip code, broadcasts sent).
- Select the operator you’d like to filter by (i.e. contains, does not contain, is equal to).
- Enter the value you’d like to filter the attribute by.
- To filter by multiple conditions, click +add filter below the filter condition you created, and select if you’d like to follow AND or OR logic.
- Click out of the filter window to see your filtered member conversations (don't click x).
What is a filter condition?
A filter condition is a rule that your members list records must follow in order to be visible in your filtered results. You can add multiple filter conditions with AND or OR logic. A filter condition is composed of an attribute, operator, and value.
- An attribute is a members list field (such as zip code) or message action, (such as broadcast).
- A filter operator determines how the field is filtered. The attribute’s data type will determine the operators you can filter the attribute by.
- A value is a piece of data you’d like to filter by, within the attribute you specify. For example, a value could be a group named “volunteers”. The attribute you select will determine the values you can filter by.
What’s the difference between AND vs OR filters?
If you include multiple filter conditions with AND logic, your results will meet all the filter conditions. If you include multiple filter conditions with OR logic, your results will meet at least one of the filter conditions.
