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Using Filters in Keela

Andrea Jackson
  • 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 (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

Understanding Conditional Filtering in Keela’s New Tables

Keela’s new Contacts and Transactions tables feature an upgraded filtering system. While the previous system required you to choose between All (AND) or Any (OR) logic for your entire list, the new conditional filtering allows you to mix and match these rules to create highly specific segments.

What is Conditional Filtering?

Conditional filtering allows you to group different sets of logic together. You can now define a group of contacts who meet multiple specific criteria (AND) while simultaneously including others who meet a different set of criteria (OR).

How to Use Filter Logic

When you open the Filters sidebar in a new table, you will see three primary ways to layer your logic:

  • + AND (Cumulative): This option appears when filtering by transaction attributes. Use this to ensure the "AND" logic applies specifically to the same transaction (e.g., a contact who has a transaction that is both over $100 and for a specific campaign).
  • + AND: Adds a new requirement to your current group. A contact must meet every "AND" requirement within that block to be included.
  • + OR: Creates a separate logic block. If a contact meets the criteria in the first block OR the second block, they will appear in your results.

Step-by-Step Example: Mixing Logic

In this example, we want to find contacts who are part of the EOY Walkathon and are either Admins or Board Members.

1. Create the first logic group

  • Click Filters and select Transaction Attributes > All Transaction (Count).
  • Set the criteria (e.g., between 1 and 50).
  • Click + AND (Cumulative) and select Campaign > EOY Walkathon.
  • Click + AND and select Tags > Admin.
  • This group identifies everyone who donated to the EOY Walkathon AND is tagged as an Admin.

2. Add the "OR" logic

  • Click the + OR button at the bottom of the first block. This will start a new section.
  • In the new section, repeat the transaction criteria for the EOY Walkathon.
  • Click + AND and select Tags > Board Member.
  • This second group identifies everyone who donated to the 2025 Walkathon AND is tagged as a Board Member.

3. Apply Filters

  • Click Apply Filters. Your table will now show any contact that falls into either of those two specific groups.

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!

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