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
- Send a "Thank you" note to all your generous donors
- 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
- 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. A list of Filter Categories will appear.
Click on one of the options in the dropdown to filter based on specific information in that category.
- Personal info - filter members based on first and last name and language preference + with Flocknote Complete, filter for any Custom Profile Field on your network.
- 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.
- Signups - Filter members based on the Signups they responded to and what they selected.
* Those with our Flocknote Complete package can store more info on their members and enjoy extended filtering categories.
- Households - Filter based on the Household groupings in your network.
- Giving - filter based on the amount given, number of gifts, and envelope numbers
- Sacraments - Filter based on members' official Sacramental records.
Once you've selected your main filter category. A menu appears on the right side of the screen. Here is where you can choose your filter criteria.
You can also use the And/Or buttons to stack multiple filters at a time. This will enable you to narrow down your search to exactly the criteria you need.
Last but not least, it's time to put your filters to work by selecting one of the Actions below:
- Save Filter - if you use a particular filter often, you can save it for next time. This is available for those networks using Flocknote Complete.
- Create a Smart Group
- Add to Another group - You can select any group on your network to add those members in a jiffy.
- Remove from Network - this removes members from your Flocknote network as a whole.
- Export - this action will export a spreadsheet of the filtered members.
Send an email to filtered list + Send text to filtered list - This action will allow you to open the text or email note composer with a note addressed to the members captured in your filter.
- * If you run a filter in a subgroup, you'll also have the option to remove the filtered members from that group. They will stay in all other groups on your network.
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.
✨ Let's say you are still missing permission slips for some of the registrants of your Flocknote Signup. With our Send to Filter feature, you can easily select the members you need to send a reminder to. All you need to do is filter by who registered for your signup, then click off the checkmark for those you do not want to include in your bulk action. It's that simple!
When you send an email or text message note via Send to Filter, you will see the new Filtered icon not only in the To section of the note, but also on your Dashboard and the Sent To section of the note analytics.
With the upgraded Send to Filter feature, you can also send a text or email note directly from one of your Reports!
- Open the Filtered Report you would like to send a note to.
- Click the purple Filter button on the top right-hand side of the Report.
- Click the purple Actions button at the bottom of the Filter side panel, then choose Send email to filtered list or Send text to filtered list.
Once you send your note, you will still see which Report you used the Send to Filter feature.
Have more questions? Reach out to our team at help@flocknote.com!