The Campaign List can be filtered for a few different reasons. One is to narrow down the list by criteria to find specific records. Another is to give you a count of campaigns, based on your selected criteria. 

As an example, if you wanted to know how many campaigns are classified as an event, you could select "Event" from the Campaign Type drop-down list. Click the "Filter Campaigns" button. You will see the total records label above the list has changed and gives you a total count of all campaigns that are classified as events. The list has also changed, and displays only campaigns classified as events.

To get started, select Sales and Marketing > Campaigns - from the main menu on the left hand side.

This will open your campaigns listing. To filter the list, click the "Filter List" button.

The Filter List panel will open above the list...

Choose criteria to filter the list. Use as many of the filters as you need, you can choose one or many items depending on how you would like to narrow your results. Campaigns can be filtered by:

• Campaign Type
• Campaign Category
• Department/Chapter
• Status Codes
• Campaign Owner (Team Member ID)
• Campaign Run Date Range

Click the "Filter List" button and the list will display only the campaigns that meet the selected criteria. 

You can also load,save, or delete your filters, to use again at a later time. After you filter the list open the filters menu by clicking the    icon in the filter box. When the filter menu opens choose"Load this Filter,"  " Delete this Filter," or "Save this Filter."  The window will close, and your filter will be loaded, deleted, or saved. To load a filter at a later time, open the filters menu again but this time choose "Load Filter". A list of saved filters will be displayed. Click the filter you want to load. The filter will be applied and your list will display according to the filter criteria. To delete a filter, open the filters menu again but this time choose "Delete Filter". A list of saved filters will be displayed. Click the filter you want to delete. The filter will be deleted, the filter box will close and the list will be reset back to its original state.