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Creating a Filter

Filters allow the user to narrow down records within a module using a specific set of criteria, as well as customize the view or columns displayed in a module.

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**Email Opt outs are handled automatically by the application if the recipient selects the link included in all mass email communications for opt out. A recipient is not automatically opted out if they respond back to the communication. If you forget to the include this filter, the application will automatically remove opted out recipients from the communication. Inclusion of the filter is necessary only for the user to be able to accurately see how many emails will be sent out prior to the communication.

 

**SMS opt outs are handled automatically by the application if the recipient texts: Stop, Quit, Unsubscribe or Cancel in compliance with federal regulations on SMS communications. If you forget to include these filters, the application will automatically remove opted out recipients from the communication. Inclusion of the filter is necessary only for the user to be able to accurately see how many SMS messages will be sent out prior to the communication.

Creating a Filter [Video]