Filters open in a side panel wherever you're viewing a list of data (Contacts, Fundraising and Reports). Use them to narrow down that data. If you're ever unsure where to start, think about what kind of data you need at the end and work backwards from there.
Quick Guide
| Type of Data You Want | Where to Filter From in Keela |
| A list of People (individuals or companies) | Contacts; Segments; Reports |
| A list of People to Export/Download | Contacts; Reports |
| A list of People to send an Email Marketing to | Segments |
| A list of Donations and/or Revenue payments | Fundraising; Reports |
| A list of Volunteer Records (dates, hours) | Reports |
If in doubt, always use Reports!
Contact Data
Contact Data refers to the Contact Profiles that you have stored in your Keela account. This data includes all of the personal or contact information that is stored on your Contact Profiles.
Choose this option if you're looking for a list of contacts, based on the personal information (but NOT financial information) of your:
- Contacts
- Members
- Companies
- Volunteers
- Donors
- Employees
Examples of Contact Data:
- Tags
- Phone Numbers
- Email Addresses
- Home Address details for a Mail Merge
- Custom Fields
- Membership Subscription
- Membership Start Date
- Membership End Date
Click here to see popular contacts reports!
Donation or Revenue Data
Donation or Revenue Data refers to the Transactions that you have stored in your Keela account. This data includes the donation gifts or revenue payments that you've received from your Contacts and can be found in the Fundraising section of Keela.
Choose this option if you're looking for financial information (but NOT personal information) of your Contacts.
Examples of Donation or Revenue Data:
- Total Amount
- Date of Gift
- Campaign
- Impact Area
- Donor's Full Name
- Donor's Address
Click here to see popular transaction reports!
Volunteer Activities
Volunteer Activities refer to the actual volunteer records that you've stored in your Keela account. This data includes the dates and hours that you've logged on your Contact Profiles.
Choose this option if you're looking for the actual volunteer information, such as a list of volunteer activities, (but NOT personal information) of your Contacts.
Examples of Volunteer Data:
- Volunteer Full Name
- Hours
- Start Date
- End Date
- Campaign
- Impact Area
Click here to see our popular volunteer reports!
Membership Data
You can filter your Contact Data with Membership Filters! Choose this option of you're looking for a list of individuals or companies who based on their Membership Subscriptions (but NOT actual Membership Plans within your Keela account).
Examples of Membership Filters that you can use on Contact Data:
- Contact's Full Name
- Membership Start Date
- Membership End Date
- Membership Subscription Plan
- Email Address
- Tag
- Membership Status
Email Marketing Mailing List
You can Filter your Contact Data in the Segments Tool to create a list of folks that you can send Email marketing to. Choose this option if you'd like to send a Email Marketing to your Contacts (but NOT for something else like exporting or downloading your data).
Examples of Filters that you can use to create Segments:
- Tags
- Primary Email Address
- Donation Data
- Revenue Data
- Volunteer Activities
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 the Quick Guide above.
Hint: See the Quick Guide above to learn where you should filter from (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.
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Use our reports tool to capture trends in your data!
- Learn more about Keela reports here.
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 EOY 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!