Filters can be used throughout Gecko to query your data quickly. This article walks you through the creation of filters and how they can be used across the platform.
Filters can be applied across Gecko. You can use them to query the Contacts, Responses, Messages, and Calls tables. You can use them when setting up Exports, Broadcasts, Call Campaigns, and choosing which students to add to your Events. Furthermore, you can use them in Dashboards or to Assigning Consent Values en masse.
There is no limit to the number of filters you can use. Any saved filters will be visible to all users on your account.
Creating and saving filters
To create a Saved Filter, head to the Contacts table and click Filter in the top-right corner.
Click + Add Condition and pick what type of data you'd like to query your contacts by:
Contact Field - Query the data held in any contact field or system field.
Contact Created At - Query by the date the contact was created.
Contact Updated At - Query the date the contact was last updated (submitted a form, sent an email, received a call, were part of an import etc.)
Contact Label - Query whether they have label(s) applied to the contact record.
Import - Query by whether the contact was included in a specific import.
Response - Query to show contacts who submitted a response to specific forms.
Call Campaign Outcome - Query by the call outcome in any/a specific call campaign.
Email / SMS Broadcast Outcome - Query by the broadcast outcome in any/a specific email or SMS broadcast.
Call Count - Query by the total number of calls received.
Saved Search - Query by whether the contact meets the conditions of an existing saved search.
Event - Query by whether the contact has an attendance record in a specific event.
Organisation - Query by whether the contact belongs to an organisation.
Consent - Query by Gecko consent values.
Conditions can be chained together using AND/OR logic to achieve your intended search.
Once you're happy with your search parameters, click Filter to apply your search to the contacts table, or click Save Filter to save your search configuration. Once saved, filters can be used across the Gecko platform and updated at any time.
Form groups allow you to assign, filter and track which forms belong to which teams.
To add your form to a group, click into your form and go to Settings > Basic Settings and look for the Group field. Click the field to select from any pre-made groups or free-type the name of your group. When done, hit Save Changes in the top-right corner.
Now click Forms on the left-hand nav bar. You'll notice in the Filters > Groups section that you can now select your group and quickly find the forms that matter to you and your team!
A form group can be deleted by removing it from all active forms or by archiving all forms belonging to a form group.
In addition to being able to create and pin custom filters to alter your Conversations view, Gecko supports comprehensive filtering on the Stats pages.
Custom filters can be applied to the Conversations view. Once created, these can be saved for future use or pinned to be used regularly. Custom filters are only visible to the user creating them.
To create a custom filter, go to Conversations and click Custom Filter. If this is your first time creating a filter, you'll be prompted to create your filter. You can add various conditions you'd like Chat to search for:
Once created, you can click Save Filter, and you'll be prompted to name your filter. Once saved, you can edit, pin/unpin or delete them by again clicking the Custom Filter button.
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