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:
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."
Step 5) Click enter to see the filtered results.
Recipients who matches the filter rules will populate.
Filter your recipients for your Campaigns
Spot Rewards or Scheduled Campaigns:
Automated Anniversary/Birthday/New Hire Campaigns:
