Filtering recipients in your recipient list can help you quickly identify specific groups of people based on certain criteria.
How to filter recipients from the Recipients tab
1️⃣ Head to the Recipients tab on your Dashboard and select the “Filters” button
2️⃣ Click on “Add filter” to create a new filter
3️⃣ Choose the field you want to filter by from the drop-down menu
This can include fields like email, country, or department.
4️⃣ 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."
5️⃣ Tap the Enter/Return key to see the filtered results
Recipients who matches the filter rules will populate.
How to filter recipients from a Campaign
Spot Rewards or Scheduled Campaigns:
Automated Anniversary/Birthday/New Hire Campaigns:
