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Use filters in your contact database

This guide explains how to use filters to locate specific groups of users in your contact database based on various criteria and export the data for further reporting.

Updated over 4 months ago

Using filters to find specific user groups

  1. Navigate to Contacts.

    • Click Management and then select Contacts.

  2. Open the filter options.

    • Click Filters.

    • Select a Filter Name to expand its options.

  3. Apply specific criteria.

    • Add the data you want to filter by.

    • For example:

      • Group Role = Player

      • Parent Connection = Doesn’t Have Parent Connected

    • This will show all players without a connected parent. You can then contact these users to help them create a parent account and connect it to the player.

Other useful filtering options

  • Payments and product information: Identify users without subscriptions.

  • Registration forms: Narrow down users who have or have not completed specific forms.

  • Default fields: Filter by fields such as date of birth, product information, or group membership.

  • Custom user fields: Filter responses to any user fields you’ve created.

By using filters effectively, you can quickly locate specific user groups and manage your contact database with precision.

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