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How to Use Filters (Training Video)

Onboarding Team
  • Updated

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 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

How to Filter from Reports - Skip to 21:40

  • How to Filter your Donations by a specific Date and by whether or not Receipts have been issued - 23:59
    • Hint: Want to automate your receipt issuing process? Switch to a Keela Donation Form to automatically produce receipts for all online donations!
  • How to Filter Contacts by who donated last year but not this year (LYBUNT) - 30:17

Frequently Requested Filters- Skip to 35:20

  • How to navigate to our Frequently Requested Filters - 35:20
  • How to view and use the Frequently Requested Filters articles - 36:27

Final Tips from Keela

  • Use Custom Fields to store Data
  • Use Keela Forms to collect Data
  • Play around with Filters - see what you can come up with!

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!