Filter Campaigns

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 filter the campaign 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.

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

 

Filters are persistent, meaning even after viewing and or editing a record, the filter you are using will still be in place when you come back to the main list. You can reset the list by clicking the "Cancel Filter" button.

 

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.