Filters & Lists
Filters help you find the right people in your database. You can filter by person properties, past activities, communication history, and more. Save any filter as a List to reuse it later or share it with your team.
Note: The examples below highlight some commonly used filters. The product includes many more filter options - explore the filter builder to see everything available.
Building a Filter
Click "Show Filter" from the People section to open the filter builder.
Each filter rule has three parts:
- Field - What you're filtering on (e.g., Assessment, Chapter, Event Attendance)
- Operator - How to match (e.g., "is", "includes", "is not")
- Value - What to match against
Filter Categories
Person Properties
Filter by data stored on the person record.
| Field | Example Use |
|---|---|
| Assessment | Find everyone assessed as "Core" or "Developing Leader" |
| Preferred Language | Find Spanish-speaking members |
| Chapter | Find people in specific chapters |
| Custom Properties | Filter by any custom field you've created |
| Tags | Find people with specific tags |
Activity & Engagement
Filter by what people have done.
| Field | Example Use |
|---|---|
| Submitted Form | Find people who signed a specific petition |
| RSVP'd to Event | Find people who RSVP'd "Yes" to an event |
| Attended Event | Find people who actually showed up |
| Made a Donation | Find donors within a date range |
Communication History
Filter by calls, texts, and emails.
| Field | Example Use |
|---|---|
| Have We Spoken | Find people you've never had a conversation with |
| Received Text | Find people who got a specific text blast |
| Opened Email | Find people who opened a specific email |
Membership & Dues
Filter by financial status.
| Field | Example Use |
|---|---|
| Is Dues Payer | Find all active dues-paying members |
| Dues Expiring | Find members whose dues expire within 30 days |
| Total Donated | Find people who've donated above a threshold |
Date Ranges
Many filters support date ranges. You can use:
- Fixed dates: January 1, 2024 to March 31, 2024
- Dynamic ranges: "Last 7 Days", "This Month", "Past Week"
Dynamic ranges recalculate automatically, so a saved list using "Last 30 Days" always shows recent activity.
Combining Filters (AND/OR)
By default, multiple rules are combined with AND (all conditions must match).
Click "Add Group" to create OR logic. Rules within a group are AND'd together, and groups are OR'd.
Example: Find Core members OR anyone who donated over $100:
Group 1: Assessment includes "Core"
OR
Group 2: Total Donated is greater than "100"Using Other Lists
You can filter by membership in another list. This lets you build complex, nested queries.
Example: Find people in your "Event Volunteers" list who haven't been contacted this month:
In List includes "Event Volunteers"
AND Last Contacted is before "This Month"Saving a Filter as a List
Click "Save as List" to save your filter for reuse.
Saved lists are shared across your organization. Team members can access them from the Lists dropdown or the Lists page.
Common Filter Examples
New signups this week
Created At is within "Last 7 Days"Members to follow up with
Assessment includes "Potential Core", "Developing Leader"
AND Have We Spoken is "No"High-value donors
Total Donated is greater than "500"
AND Is Dues Payer is "Yes"Re-engagement targets
Last Activity is before "Past Month"
AND Assessment is not "Lost"Updated about 11 hours ago