Member Filters
Target specific groups of members based on labels, data fields, activity, and more.
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 routines, 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:
| Category | What It Filters On |
|---|---|
| Name | Member's display name (partial match, exact, empty/not empty) |
| Member's email address | |
| Age | Member's current age in years (equals, comparisons, between, empty/not empty) |
| Date of Birth | Member's birth date (equals, before, after, between, empty/not empty) |
| Labels | Member labels (any of, all of, none of) |
| Forms | Data collected via forms / data types (field-level conditions) |
| Workflows | Workflow participation history |
| Member Role | Assigned role in the workspace |
| Phone Type | Type of phone number on file |
| Calendar Events | Calendar event associations |
| Message Count | Number of messages (chat engagement level) |
| Last Message Activity | Recency of last message |
| Member Created | Date the member was added |
| TOS Acceptance | Whether the member accepted terms of service |
| Notification Preferences | SMS or email notification opt-in status |
| Voice Notification Preference | Voice notification opt-in status (equals: true / false) |
| SMS Delivery | Members whose most recent outbound SMS has delivery_status = undelivered or failed — requires notify_sms = true and a phone number on file. Use this filter to triage unreachable members: call them, replace the number, or toggle SMS off. See SMS Delivery Vision for the full operator workflow. |
| Member Field | Presence of a key in the member's custom fields (hasKey — member has the key; hasKeyValue — member has the key with a specific value) |
| Member Type | Whether the member is a regular member or anonymous (equals: member / anonymous) |
| Is Default | Whether the member is the workspace default member (equals: true / false) |
| Experiments | Experiment assignment (requires workspace Experiments feature): assigned to any listed experiment, not assigned to any, or assigned to specific groups |
See Experiments (A/B Testing) for eligibility filters and reporting.
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 routines 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 routine 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
Related Resources
Members
Add, invite, and manage the humans in your workspace — team and customers alike.
Importing Members
Import members in bulk via CSV upload or the API — format your file, handle duplicates, and troubleshoot errors.
Anonymous & Test Members
Manage unknown callers and sandbox accounts — review the anonymous queue, resolve to real members, expire stale entries, and create test members.
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