Creating and Saving Member Filters

Member filters let you target a specific group of members based on labels, data fields, activity, and more. Saved filters can be reused across scheduled events, reports, and campaigns.

Steps

1. Navigate to the Members view

Go to the Members page in your workspace.

2. Add filter rules

Click the Add Filter Rule button above the member list. A dropdown menu will appear with the available filter categories:

3. Configure each filter rule

After selecting a category, configure the condition:

• Operator: Choose how to match (e.g., "contains," "any of," "greater than," "is empty")
• Value: Enter or select the value to match against (text input, multi-select dropdown, date picker, etc., depending on the filter type)

4. Add additional rules (optional)

Repeat steps 2 and 3 to add more filter rules. All rules are combined with AND logic — a member must match every rule to be included.

5. Review the filtered list

The member list updates in real time as you add rules. Check the member count and spot-check a few entries to confirm the filter captures the audience you intend.

6. Save the filter

Click the Save button. An inline name editor will appear.

7. Name the filter

Enter a descriptive name for the filter (e.g., "Enrolled — Diabetes Management" or "Active patients without recent activity"). Press Enter or click the checkmark to confirm.

The filter is now saved and available for use in scheduled events and other features.

Managing Saved Filters

• Load a saved filter: Click the Select Filter dropdown to see all saved filters. Click one to apply it.
• Pin a filter: Click the star icon next to a filter to pin it for quick access. Pinned filters appear at the top of the dropdown.
• Edit a filter: Load a saved filter, modify the rules, and click Save to update it.
• Delete a filter: Click the trash icon next to a saved filter and confirm deletion.

Tips

• Filters resolve dynamically — the member list is evaluated at the time of use (e.g., when a scheduled event fires), not when the filter is saved.
• Use the member count displayed in the filter results to sanity-check your criteria before using the filter in a campaign.
• Combine Labels with Last Message Activity to target members who match a program AND haven't been contacted recently.

Related

• Labels — Create and manage labels used in filter rules
• Actions — Trigger automations based on member events
• Forms — Define the data types that form-based filters reference