Now that you have a good understanding of what Filters are, let's get down to business! Check out the below training video for a demonstration on how to use Filters in each section of Keela.
In a rush? Check out the below Contents table to skip to the exact section of the video that you need.
Training Video Contents
Introduction to Filters - Watch from the start!
An overview of the information covered in our Introduction to Filters article.
Hint: Check out this article to learn where you should filter from (article mentioned in the video)
How to Filter from Segments in Contacts - Skip to 4:40
- How to Create a Segment - 4:40
- How to Filter your Contacts by a specific Tag in Segments - 8:49
How to Filter & Export from the Contacts tab - Skip to 12:57
- How to Filter your Contacts (and Export them) by a specific Custom Field value - 12:57
- Hint: Learn how to use Forms to gather RSVPs (as mentioned in the video) here.
How to Filter from Transactions in Fundraising - Skip to 17:29
- How to Filter your Donations (and Export them) by specific Dates - 17:51
Final Tips from Keela
- Use Custom Fields to store Data
- Learn about Custom Fields here.
- Use Keela Forms to collect Data
- Learn about Keela Forms here.
- Play around with Filters - see what you can come up with!
- Here are some of our most popular reports/filters: Popular Contacts Reports & Popular Transaction Reports.
- Use our reports tool to capture trends in your data!
- Learn more about Keela reports here.
What's Next?
Want some inspiration? We've been busy collecting our most frequently requested Filters for you to try. Head over here to check them out!