[Archived] Filtering User and Contact Lists

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Users & Lists

How to Create and Manage Contacts

 

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Impactive offers a deep dive into your contact and user list universes. Below find an outline of the additional data you can use to filter down your lists, as well as some creative use cases for this data. 

Filtering User Lists

When you navigate to the Lists tab, you can click into the User Lists section, choose a list to dive into, and expand the Filtering button designated by the funnel icon. 

 

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Upon expanding the Filter button down, you see there are a wide variety of fields you can filter down to identify a more targeted list of users. 

Firstly, you can filter down your list of total volunteers to find, for example, volunteers who live in a specific state. Below, you can see the various fields available to you.

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Here are a number of definitions for these filters:

  • Not Synced Contacts / Not Matched Voters / Not Invited Friends: This volunteer has not yet synced their contacts, not yet matched their friends to the voter file, or not yet invited other friends.
  • Activities Received / Activities Completed: This refers to whether the volunteers have received any actions in the app, and whether they have completed any actions.
  • Tags: Select from a list of tags for your campaign to filter for contacts who have had that Tag "turned on" or set to "true" by your volunteers in their reports.
  • Custom Fields: Select from a list of custom fields for your campaign to filter for contacts who have had that Custom Field applied with a specific value by volunteers in their reports. Currently, this only works for drop down selection fields (e.g. survey responses) and not text custom fields custom fields.

Additionally, you can filter to find volunteers whose friends fit a variety of filters, including friends who live in a specific state and political district. This is helpful if you would like your volunteers who live in a specific Congressional district to be the only ones sending out a friend-to-friend texting action.

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Filtering Contact Lists

Similarly, you can click into a Contact List from the Lists tab on Impactive, you'll see a section named "Filter" that you can click to expand:

contact_filters.png

If you'd like to filter your contact list down more, toggle the selected filters and click the "Apply Filter" button. It's important to remember that this will not change your summary metrics at the top of the page.

Here are some quick definitions for these filters and how they work:

  • Received Message from Friend: Turn this on to filter for contacts that have received a message from a friend on Impactive.
  • Responded to Cold SMS: Turn this on to filter for contacts who have responded to a Peer to Peer SMS message previously.
  • Has Report Filled: Turn this on to filter for contacts who have had a report filled out for them.
  • Has Unsubscribed: Turn this on to filter for contacts who have unsubscribed from the campaign.
  • Has Not Unsubscribed: Turn this on to filter for contacts who have not unsubscribed from the campaign.
  • Tags: Select from a list of tags for your campaign to filter for contacts who have had that Tag "turned on" or set to "true" by your volunteers in their reports.
  • Custom Fields: Select from a list of custom fields for your campaign to filter for contacts who have had that Custom Field applied with a specific value by volunteers in their reports. Currently, this only works for SelectionField custom fields.
  • Activity Scripts: Select from a list of scripts for your campaign to filer for contacts who received those scripts in your outreach.

Reach out to us at impactive.io if you have more questions.

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