Contact Filters - a feature available in many places

Contact Filters - a feature available in many places

The Contact Filters appear in many places on Makerble

For an overview of how they work, read this: Contact Filters

Places where the Contact Filters functionality appears

  1. Manage Contacts page and its various tabs:

    1. Overview Contact Filters

    2. Demographics Report on Demographics within the Contacts App

    3. Compare Demographics Compare Demographics

    4. Productivity Productivity Trends tab on the Manage Contacts page

    5. Status per Contact Project Status per Contact: tab of the Manage Contacts page

    6. Audience per Contact Contacts per Audience (Role): see when every contact began and finished their time in each Audience (Role)

    7. Filled-in per Contact

    8. Bio per Contact Bio per Contact - a spreadsheet-like view of the Manage Contacts page

  2. Create an Automation

    1. Use the Contact Filters to set the criteria for an Automation

    2. https://www.loom.com/share/10b4b7e748d2450b9f201a0f0469b934?sid=2d734f53-2405-4468-a96a-c75994158e96

  3. On a Progress Board

    1. Analytics view: Analytics view of Progress Board

    2. Comparison view: Comparison mode on a Progress Board

    3. Cards view:

    4. Legacy version: Contact Filters on a legacy Progress Board

  4. Send a Survey to contacts Manually send a survey to a contact in Identifiable Mode

  5. Maps page See contacts on a map

  6. My Home - in the Contacts widget: Contacts widget: Filter the contacts shown in the Contacts widget on your Homepage

  7. Create Broadcast (sending message via sms, email or mailchimp) Send a bulk SMS or Email to a group of contacts immediately or scheduled for later (i.e. send a Broadcast)

Watch the walkthrough videos

Filter while using Maps

 

Filter while messaging contacts in bulk