Your People page has undergone a makeover, with the most exciting and impactful change being a new filters sidebar. The sidebar operates similarly to the previous filtering capability with all of the same options, but is now more visually appealing and user-friendly, and expresses the and/or functions more clearly.
What’s more, we have added several new activity tracking categories to layer onto those existing filters and allow your people list to be a powerful custom segmentation/engagement tool! This includes the ability to track Forms usage, App Feature opens and some basic Giving habits. Before any of these filters have been put to use, you’ll see informative graphics/prompts to provide some guidance and to point out if any of the aforementioned activity features are not yet enabled.
Lastly, you can share filters with other admins to allow them to view the options you chose and the subsequent results. Read on for more details!
Navigating to People
To access your People page, login to aware3.net, select the Profiles tab at the top of your page and choose People from the dropdown.
There are a number of key changes on the People page:
- Moved filters to the sidebar
- Added Total People/ People Who Match Filters counts
- Added Share Filters button
- Improved pagination to make it easier to navigate to another page
- Separated Download buttons
- Made Merge/Tag buttons more obvious
- Added ability to access settings via gear icon
- Added header with informational text
- Updated button styles
- Updated Colors
- Added more graphics/iconography
Using the Filters Section
The Filter sidebar allows you select one or more options from the pre-existing list of Informational or Attribute-related filter categories and/or a new set of Activity filters that will show at the top of the list.
Note: Forms, App Feature, Giving, and Member Directory will not be available for use if not included in your plan. Contact email@example.com if you’d like to add them.
Customizing Your Search
We’ll start with the example of last name to show you a fairly simple search upon which we’ll build. Once you’ve selected that criteria, you’ll see an input field that allows you to enter either a partial or complete name.
Most items in the Information group (personal information like name, address, email, etc.) will allow partial entries. The hint in the input field will specify this, and there is a new info icon with a tooltip to indicate how you can utilize a partial search, where applicable.
And vs Or Functionality
Now let’s create a multi-faceted filter to search on more than one last name. In this case, you would use the “+OR” button to add a secondary criteria within that same filter category. This will show you results in the table to the right for anyone with either last name.
Continuing with this same result set, you can then further narrow it down by adding a totally different Information filter, i.e. first name. Now you would click the “+And” button and enter the partial or full first name. The list in the table will decrease accordingly.
You will be able to add any number of filters at a time if you wish to get an extremely specific or targeted result set.
Once any filters have been applied, there will be a number badge to show the filter count on the left, and the “Total People” count will also display an additional count of the people out of that total who match that filter criteria.
Using the Activity Filters
The ability to track activity usage takes your filtering functionality to a whole new level. Just as with the standard information filters, you can choose one or more activity types to include. The primary difference with these is that in lieu of typing in your search criteria, you will choose via a dropdown menu that will list the various options available to you. In the case of Forms or App Feature Opens, it will display any items under each that are configured, and for Giving, it will be the two options of “Has given” or “Has active recurring gift”.
The other difference of note for activity filters is that within a single type, you can layer multiple choices together with both And and Or functionality, as shown below. In this example, we would want to see people who had opened Sermon Notes OR Watch Sermons AND also used Check In.
Then you could add another filter within this same search to further define your results by adding an attribute, like Tags, or another activity type, such as a particular Form or Forms. This will allow you even further sophistication in getting meaningful information about your people and how they are using the system.
Expand/Collapse the Filter Sidebar
Click on the arrows in the filters sidebar to display or hide the Filters section. When the filters are expanded, you may notice that some of the table columns are not visible, such as Created and Modified dates and a few icons on the right.
Worry not! If you collapse the filters, those columns will once again be viewable.
It’s now super easy to click on the “Share Filters” button (or link icon, in collapsed view) in order to copy the URL link containing your filter selections to save or share with another admin.
Filters can easily be removed by clicking the ‘x’ next to each row, whether it’s a secondary option in a single filter category, or an entire category. There will always be a single empty filter section remaining in the sidebar.
If you have any questions about People Filtering, send us a note at firstname.lastname@example.org!
As always, if you have any feedback about this feature or suggestions on how we can make it better, you can add them here.