How to Create a Custom Filter for your List

Carlo Magdangal

June 08, 2021 20:36

If the filters in the List Builder Module are not specific enough, you can create your own. This article will show you how to create a custom filter for your list, that you can populate with Contacts on a case-by-case basis.

For example, if you have ever wanted to add a singular Contact to a preexisting List, this article will show you how!

Create a Contact Tag

We will use Contact Tags to serve as our Custom List Filter. The first step will be to create a Contact Tag that is specific to the List you intend to populate. Give your new Contact Tag a name that indicates which list you’re using it for.

Image showing a list of Contact Tags, indicating the 'Mailing List A' tag that we created.

Note

If you do not know how to create a new Contact Tag, consult this Knowledge Base Article then continue with the following steps here.

Tag your Chosen Contacts

To select Contacts on a case-by-case basis for your List, we will assign them to our new Contact Tag!

Image showing the Tags section on the right-hand side of a Contact Record, indicating that we'd added the 'Mailing List A' tag.

You can assign any Contact to any tag, regardless of Membership Category, Membership Status, or any other field. As such, the set of Contacts who have this new tag can be as unique and as specific as you need!

Note

To learn how to tag a Contact, consult this Knowledge Base article, then return here for the next step.

Add Custom Contacts to List

We can now add everyone we’ve tagged – whether it was one Contact or several Contacts – to our List!

1. From the Member365 Administrator Dashboard, click ‘Lists’ at the top of the page.

2. Locate the List you are populating, using the search bar if necessary, then click its name.

Image showing 'Mailing List A' from our list of Lists.

3. Click ‘Add Criteria’.

Image showing our existing list, with five Contacts, and indicating the 'Add Criteria' button.

4. From the list of options in the Additional Filtering Criteria, click ‘Tags’.

Image indicating the 'Tags' button from the additional filtering criteria.

5. Choose ‘Shared Contact Tags’ when prompted, then select the tag we created earlier from the list. Click ‘Save’.

Image showing that we've selected the 'Mailing List A' tag, and indicating the 'Save' button.

Note

In our example, we assigned our ‘Mailing List A’ tag to one Contact. And as such, this list now has six Contacts instead of five!

Image showing that our list has six Contacts, and indicating the 'Save List' button.

Remember that you can tag any set of Contacts you wish, to make your additional Tag Filter as specific and as unique as you need! To confirm all changes, click ‘Save List’.

Congratulations, you now know how to create and use a custom filter for your Lists in Member365!