Overview
Element451 offers many different Filters to help you narrow down groups of people based on conditions. Those Filters are categorized by Type.
When using Filters or creating a Segment, you can use the drop-down menu to select a Filter Type, which narrows down the list of filters available for selection.
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βImportant: The Does Not Exist operator can't be used in Activity, Document, or Decision filters to identify missing data. Instead, label users with the required data and exclude them in your filter.
There are eight Property Types. They can be broken into to categories. User (People) and non-User Properties. Guide provides an explanation of each one.
Users (People/Contacts)
Filter based on the properties related to your external users (People/Contacts). Examples include a student's name, bio/demo information, email address, preferred major, and application term and more.
You can find the following categories of data within the User property type.
You can find the following categories of data within the User property type.
Academic Preferences
Address
Application
Athletics
Citizenship
College
Dates
Education
Emergency Contact
Evaluations
Events
Funnel Stage
High School
Holds
Identities
Milestones
Notes
Phone
Relationship
School
Sources
Traits
User
User - Custom
Activity
Filter based on the properties related to students' actions, such as creating an account or submitting an application. These properties help you track how people interact with your communications, applications, and other efforts.
For these actions, you can filter based on how often the student did the activity and within what time window.
You can find the following categories of data within the Activity property type:
Account
Application
Appointment
Courses
Custom
Decision
Email
Events
Forms
Info Request
Journey
Page
Phone Call
SMS
Survey
Task
Relationships
Filter based on the People Relationships.
For this filter, you will select a relationship type. The first part of the type refers to the person you are querying for. The second part and the filters below refer to the person they must be related to (for example, Parent-Child).
Tasks
Filter based on the properties related to Tasks, such as status, priority, type, and more.
Decisions
Filter based on the properties related to the Decisions module for different aspects of the decision process, such as whether a student has missing checklist items or who last reviewed the application.
Documents
Filter and segment users based on documents that have been created and mapped to fields, tags, etc. One of the most commonly used searches is the Document Type, which allows you to segment if specific document types have been submitted.
Surveys
Filter based on those people who have answered/completed a specific survey.
Appointments
Filter based on the properties related to one-on-one Appointments with people, such as the assignee, appointment type, and status. These properties help you track how people interact with your communications, applications, and other efforts.