In this article, we will review how to create Lists using our Filtering options. Please note that Organizer is not a data source and we recommend creating your contact Lists and universes in your data source before importing into Organizer. Organizer's Filtering features should simply be used for organizing your Lists into smaller manageable Sublists.
Any vs. All
At the top of any filtering box, there is an option for "All" or "Any."
- "Any" effectively means "Or," in which case a record must satisfy any Filters (e.g. Filter x OR Filter y).
- Example: Let’s say we have two Filters
- Gender = female
- Precinct = 94608
If "Any" is selected then this will include records that include "female" from the entire List OR people from precinct 94608. The end result will be some males from precinct 94608 and females from outside precinct 94608.
- "All" effectively means "And," where a record must satisfy ALL filters (e.g. Filter x AND Filter y).
- Example: Let’s say we have two filters
- Gender = Female
- Precinct = 94608
If "All" is selected then this will select a record if they are female AND live in precinct 94608. The end result will be only females who live in precinct 94608.
Filtering Uploaded Data
All Filters must come from the original master Import. Remember to include all the fields you'd like to target in that original file. If necessary, we can append data after the initial Import.
Numeric vs. Text Fields
When importing data, ensure that all text fields and numeric fields are mapped correctly. If Organizer is Importing your data, we’ll be sure to double check any unusual fields. This is especially important when Filtering because the field types are treated differently.
When Filtering a text field, there are only two operators to select data and Filter data. Both operators behave differently and will affect the outcome of the effort group differently.
- = means the filter will apply to only the exact value defined
- IN means the filter will include all the fields listed, which must be surrounded by parentheses with commas separating each value
When filtering a numeric field, there are many options to manipulate the Filter. Since numbers are easier to sort and target, there is more flexibility.
= Equal to [Value that you input]
> More than [Value that you input]
>= More than or Equal to [Value that you input]
< Less than [Value that you input]
<= Less than or Equal to [Value that you input]
<> Does Not Equal [Value that you input]
IN Include Listed Values (value,value,value,etc)
If a numeric value is imported as a text field, in order to select multiple fields you’ll have to set a Filter that IN (1,2,3,4,5) instead of in numeric where you could choose > 1 and < 5 to get the same results.
Excluding People from List
You can Filter to exclude certain demographics from within your list. Simply add the demographic limitations you'd like to exclude from the right boxes of the list Filtering window.
Keywords: how to filter, refine results, number fields, filter sublist