🧑Filter Options

With lots of options to choose from when it comes to filters, we break down each filter type.

Understand each filter and how it works will help you create better segments in your account.

Personal Info: This section of filters is based around a users' personal info, attributes such as name, birthday, and address can be found here. Most of these are good to have, but aren't used for making segments. 'Added On' and 'Birthday' are probably the most often used to build segments in this section.

Account Info: This section is based on the users' account, typically in the CRM that you have integrated with Gleantap along with a few based on their account in Gleantap, such as 'Tags.' These filters include Status, Location, and whether they are a Member or a Prospect.

Membership Info: This section's filters are based around the Membership of your users. While Membership can be classified differently depending on your business and/or CRM, the basics remain the same - such as the Type of Membership, the Status, and when the Membership began / ended.

Contract Info: Similar to memberships, Contracts are typically agreements that come through from your CRM. Otherwise they tend to work in a similar fashion where you can define your audience based on the contract's Status, Start/End Date, and the Type of Contract in question.

An important note to make on the difference between Contracts and Memberships is that a membership usually has a length of 1 month and resets each month, whereas a Contract lasts as long as the term of the contract dictates.

Purchase Info: This section helps you to filter your audience based on the purchases that they have made. These purchases can include memberships along with physical items. You can base your audience on the last thing someone purchased (Last Purchased Item), if they have ever purchased it (Has Purchased Item), or if they have purchased it within a certain timeframe (No. of Purchases).

Visit Info: This section helps you to filter your audience based on visit activity. As long as you are tracking visits when members come in to your location, you can create lists based on their last visit, their first visit, and how many times they have visited within a certain timeframe.

Pipeline: This filter is based on activity in the Sales Pipeline tool in Gleantap. Often, segments will be what dictates how the pipeline works, but you will still sometimes need to create segments based on where a user is in the pipeline, what their status is, and who is responsible for that lead.

Email Engagement: This filter option allows you to base your segment on previous email campaigns that have been sent through Gleantap. You can make an audience of people who opened, clicked, or were targeted by a campaign as well as based on how engaged the users are with your emails.

SMS Engagement: This filter option allows you to base your segment on previous SMS campaigns that have been sent through Gleantap. You can make an audience of people clicked or were targeted by your campaigns. You can also use this to see who is Opted in to SMS and who has responded to your messages within a certain timeframe.

Segments: This is probably the simplest filter section, but can be very useful. Using 'is in segment' or 'is not in segment,' you can use pre-build segments to further filter your audience.

Inbound Keywords: Fairly simple - you can use this filter option to see who has replied to your SMS campaigns with certain keywords.

Ratings: Gleantap's built-in rating system allows you to use this filter to make audiences based on the feedback you have received internally.

Forms: This filter can help you to segment and identify users who have filled out your Gleantap forms. When you create a Form, a segment is made automatically, but it is only for people who have completed the form. This filter allows you to dive deeper and not only see that they completed the form, but precisely which questions they answered and what their responses were.

Appointments: This filter is based on the appointments created and set up within your Gleantap account (for appointments set in your CRM, see Visit Info). You can create segments based on the status of the appointment, the time it takes place, and the type fo appointment the user is set up for.

Custom: More on this area in another section. Click here.