How do I use the filter and bulk action tool? How do I send a note to a filtered list?

All of the data you collect within Flocknote is powerful! Level up your data by using the Filter and Bulk Action tool to clean up your lists, collect more information, and more!

Need some inspiration for this feature? Look no further:

Send a Happy Birthday email to members who match the month or date of your choosing
Invite all men of the parish who aren't already in the men's group to join and come to Men's night
Filter for children in a Religious Education group/sign up and email all proxies who have not uploaded a signed waiver or photo release before classes start
Did you forget to add an additional field to your Signup, but now members who already registered need to fill out that information? You can filter for that list and direct them back to that Signup
Send a note to Proxy Contacts of High school-aged teens, inviting them to join the Youth Group
Reach out to a class of alumni who do not have an address on file so you can send out 50th Class Anniversary Alumni gifts

The possibilities are endless...

To use the Filter and Bulk Action Tool:

Click on the People tab for any group, followed by the purple filter button.

You will then have the option to sort your members based on several factors. Click on one of the options in the dropdown to filter based on the specific information.

Personal info - filter members based on first and last name and language preference (see more below for Flocknote Complete users)
Contact info - filter members based on notification preferences, such as who will or won't receive a text, who has turned off email notifications, or who has unverified contact info.
Groups - find members based on when they were added to a group, or based on groups they are subscribed to.
* Those with our Flocknote Complete package can store more info on their members and enjoy extended filtering options for that data:
Extended profile fields -filter members based on any data you have stored on their profile, like birthdays, addresses, sacramental records, volunteer interests... the sky is the limit!
Households - see who is part of a household, or head of a household
Giving - filter based on the amount given, number of gifts, and envelope numbers

A menu will slide on the right side of the screen. Here is where you can choose your criteria and if needed, construct an "and/or" filter. This will enable you to narrow down your search for more specific criteria.

You will then have the option to bulk select these members and click on the purple Actions button to:

Add them to another group
Remove them from that particular group (if you are working within a specific group and not in your Everyone group)
Remove them from the network
Send an email or a text to a filtered list
Here, you'll also see an option to save the filter (available for those networks using Flocknote Complete).

You also have the option to only select a few members out of those that show as matching your filtering by either (1) clicking the checkmark off for those who you do not want to include in your bulk action, or (2) by clicking the top checkbox so that all members are no longer selected, and then selecting those you will like to edit using the bulk action. To clear the filter, click on the grey Clear button in the top right corner of the filter menu.