A filter is a data point that you choose from to organize and sort through your contacts. You can add filters using the “Add Filter” icon on the right side of the Contacts search bar.
SAVING FILTERS
Choose different data options to filter through your data that you want to save for later use. Choose “Save Filter Set” to save your custom filter so you can easily return to your filtered data.
Choose a name for your filter. When you choose “ Set as Default Filter” it will save under the “Default Filter” section on the left-hand side of your “Contacts” page. This will show up on all Roster Accounts associated with your brand. Your default filter will allow you to pull up your custom data points easily without having to filter for them each time in your individual account.
When you click “ Share with Others” it will show up under “My Filters” on your account as well as “Shared Filters” on other Roster accounts associated with your brand.
“Default Filters” will show on every account under “Default Filters.” These filters are often used as master filters that you can work off of. Roster already offers a few Default filters to start with.
Some “Not So Obvious” Data Source Definitions
Some of the data sources we give you the option to create filters for are obvious; i.e. Social Mentions or Instagram Followers. Below are a few not so obvious data sources that are important to know and use.
“Data Source” - This is how your data was uploaded into Roster. You can filter by specific CSV upload lists, social listening (if they have ever mentioned your brand), Shopify customers, Mailchimp, or any other way you uploaded data into Roster.
“Bio” - You can organize contacts based on words in their bio.
“Contact Stage” - You can sort to include or exclude certain stages (Prospect, Pending Application, Ambassador, Invited, Nominated, Declined). You might only want ambassadors in a particular filter. Search Contage Stage (is) Ambassador.
Some Best Practices
Add a tag to a certain filter set to help yourself identify a group of ambassadors and bulk add them to a campaign! (Under campaign members - search Tag = “that tag”)
Be sure to remember your Customer Properties! Once you’ve either uploaded or gathered specific data points using your custom properties, you’ll likely want to filter for people who have answered those a certain way. For example, if one of your custom properties asked what products they own, you might want to create a filter for everyone that owns your X product.