Filtering recipients in your recipient list can help you quickly identify specific groups of people based on certain criteria.
Here's how you can filter your recipients:
Step 1) Head to the Recipients tab on your Dashboard and select the “Filters” button.
Step 2) Click on “Add filter” to create a new filter.
Step 3) Choose the field you want to filter by from the drop-down menu.
This can include fields like email, country, or department.
Step 4) Specify the criteria for your filter.
For example, if you want to see a list of employees based in the United States, set the filter to “Country - is one of - United States."
Step 5) Click enter to see the filtered results.
Filter your recipients for your Campaigns
Spot Rewards or Scheduled Campaigns:
Automated Anniversary/Birthday/New Hire Campaigns:
