Documentation
Using filters on the members tab
Filters are a powerful way to narrow down the data youβre looking at and find the information you care about most. But with so many filter options, it can sometimes feel overwhelming to get started! This article will examine each filter option that we currently offer on the Members tab so that you know exactly how to use them.
How do filters work?
A filter is comprised of 3 parts: a type, an operator, and a value.
Type: The trait you want to filter on (i.e. Country, Member Tag, etc.)
Operator: How exactly you want to filter on this filter type you selected (i.e. matches, does not match, equals, etc.)
Value: What youβre filtering for. Works hand-in-hand with the operator you selected.
When you add a new filter you will need to specify all 3 parts of the filter for it to work.
On the members table, itβs easy to apply multiple filters. So letβs learn how to use them!
Filter Types
Currently you can filter by 3 different types of filters: member-related filters, activity-related filters, and organization-related traits.
Member-related filters
These filters are used to filter for members with specific member traits. Currently, you can filter on 11 different member traits, including member tags, orbit level, usernames on other linked profiles, location, etc.
To help you understand what you can do with these filters, itβs important to know what operators are available for each filter type. You can see view these directly in the app from the members table. Weβve also put together this table to help you out:
Filter type | Operators | Possible values | Example |
is | Teammate, Member | Just members = Affiliation is Member | |
City | is
is not
is empty
is not empty | Any city listed in a member profile | People from Boston or Chicago = City is Boston,Chicago |
Country | is
is not
is empty
is not empty | Any country derived from a location on a member profile | People from US or Mexico = Country is USA,Mexico |
Github Topics | matches any of
does not match any of
matches all of
does not match all of | i.e. ruby, react-native | People who know Ruby and React Native = Github Topics matches all of ruby,react-native |
matches any of
does not match any of
matches all of
does not match all of | i.e. has a Discord handle, LinkedIn username | People with Github usernames or DEV profiles = Linked Profiles matches any of github,devto | |
Job Title | is
is not
contains
does not contain | Any job title listed in a member profile | People with the word βproductβ in their job title = Job Title contains product |
matches any of
does not match any of
matches all of
does not match all of | Any member tag created in your workspace | People without tag a or tag b = Member Tags does not match any of tag a,tag b | |
is
is not | 1, 2, 3, 4, None | People in Orbit 1 or 2 = Orbit Level is 1,2 | |
is
is not
is empty
is not empty | Any organization listed in a member profile | People with an org on their profile = Organization is not empty | |
is
is not
is empty
is not empty | Any source that imported members into your community | People who originated from Twitter = Original Source is Twitter | |
Region | is
is not
is empty
is not empty | Any region derived from a location on a member profile | People from North America = Region is North America |
Activity-related filters
Activity filters can help you filter for members who have done specific activities in your community. You can filter by any activity type in your workspace (full list can be found in your Activity Types page).
Using this filter, you can choose to filter for members who have done a specific activity, who have done one of the multiple activities you selected, or who have done any activity in your workspace.
After you choose the Activity Type you want to filter on, you can then select a few additional properties to filter on. These properties include:
Additional filter options | Description | Example |
Active Timeframe | Used to find who did an activity in a certain timeframe. You can select specific dates, relative timeframes, and since a certain date. | sent a Discord message in the last 30 days |
First Time | Used to find who did an activity for the first time. Often used with Active Timeframe | commented on LinkedIn Post for the first time in last 30 days |
Activity Count | Used to find who did an activity less than, more than or equal to a specified number of times. | opened a pull request on GitHub β₯ 3 times |
Activity Properties | Used to find who did an activity with a certain activity property | sent a Discord message in Ambassadors channel |
Click on the [β¦] button next to your filter to see what additional activity-related filters you can apply.
Organization-related filters
Organization-related filters help you filter for members by the properties of the organizations that they are a part of. You can find them at the bottom of the filters dropdown.
Currently, you can filter by 5 different organization traits. Weβve outlined how you can use these filters in the table below:
Filter name | Operands | Possible values | Example |
Organization Type | is
is not
is empty
is not empty | Public, Private, Non-profit, Education, Govt, etc. | People who are part of non-profits = Organization Type is Non-profit |
Organization Industry | is
is not
is empty
is not empty | Any industry listed in Clearbitβs Industry column | People at software companies = Organization Industry is Internet Software & Services |
Organization Size | β
<
>
β€
β₯
is empty
is not empty | Any positive integer | People at large companies = Organization Size > 5000 |
Organization Founded Year | =
β
<
>
β€
β₯
is empty
is not empty | Any year | People at younger startups = Organization Founded Year β₯ 2020 |
Organization Status | is
is not | Customer | People who are part of orgs that are customers = Organization Status is Customer |
Filter Operators
We support a few different types of filter operators that can be applied to a filter type. To help you better understand how they work, weβve put together this table:
Operator | Definition |
is | Matches values A or B or C.
Used for fields that can only be set to one value (i.e. Job title, City) |
is not | Does not match values A or B or C
Used for fields that can only be set to one value (i.e. Job title, City) |
is empty | Does not have a value set for this field |
is not empty | Does have a value set for this field. |
matches any of | Matches values A or B or C. Used for traits that can contain multiple values (ex. Member tags) |
does not match any of | Does not match values A or B or C |
matches all of | Matches values A and B and C.
Used for traits that can be set to multiple values (ex. Member tags) |
does not match all of | Does not match A and B and C. It can match some of the values (like A and B), just not all of them.
Used for traits that can be set to multiple values (ex. Member tags) |
contains | Value contains the search you entered
Used for fields that can only be set to one value (i.e. Job title, City) |
does not contain | Value does not contain the keyword you entered
Used for fields that can only be set to one value (i. |
β₯ | Value is greater than, or equal to the specified number
Used with the Activity Count attribute |
β€ | Value is less than, or equal to the specified number
Used with the Activity Count attribute |
= | Value is equal to the specified number
Used with the Activity Count attribute |
Manage your filters
As you are applying filters, you may find that you need to delete a filter or clear all the filter that youβve applied.
You can delete a single filter by clicking the X button next to the filter.
You can clear all of your filters by clicking the trashcan button next to your filters.
If you want to save your filters so that you can easily access this member group from the Members table again, create a saved view:
FAQ
If I choose multiple activity types and then select an activity count of 2, what should I expect to happen?
Letβs say you want to filter for people who either sent a Slack message or a Discord message in the last 90 days. If you then select an activity count of 3, this will filter for people in your community who have sent either any combination of Slack or Discord messages a total of 3 times.
Next Steps
If, after filtering for a group of members, you find that you want to track an action that you need to take on that group, we recommend creating a List. Follow this guide to get started: