Overview

Element451 offers powerful filters to help you narrow down groups of people based on specific conditions. These filters are categorized by Property Type, which organizes the data into meaningful groups for easier selection and segmentation.

When creating a Segment, use the Filter Type drop-down menu to limit the list of available filters to those relevant to your needs.

Notes About Property Types

Does Not Exist Operator: This operator cannot be used in Activity, Document, or Decision filters to identify missing data. Instead, label users with the required data and exclude them from your filter.
Color Groupings: Each Property Type is assigned a color, making it easier to visualize and organize Filters in your Segments. Color groupings make it easier to identify related Filters and ensure your Segments are logically structured.
- Color Grouping Guide
  - Blue: Contacts
  - Purple: Decisions
  - Maroon: Tasks
  - Orange: Activity
  - Green: Documents
  - Red: Surveys
  - Light Green: Relationships
  - No Color: Appointments

Property Types + Categories

Users (People/Contacts)

These Filters relate to external users, such as students or applicants. They include personal information, preferences, and application-related data.

Example Filters:

Name
Bio/Demo Information
Preferred Major
Application Term

Data Categories:

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

These Filters track user actions, such as account creation, application submission, or email engagement. 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.

The Activity filter type does not support searching for multiple instances of the same activity using an AND condition.

Example Filters:

Number of Applications Submitted
SMS Sent within Last 30 Days

Data Categories:

Account
Application
Appointment
Courses
Custom
Decision
Email
Events
Forms
Info Request
Journey
Page
Phone Call
SMS
Survey
Task

Relationship

These Filters are based on relationships between contacts, such as a parent and child.

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).

Example Filters:

Relationship Type
Specific Attributes of the Related Person

Tasks

These Filters focus on Task-related data, such as status, priority, and type.

Example Filters:

Task Status (e.g., Completed or Overdue)
Task Type

Decisions

Filters for decision-related data, such as application checklist items or decision statuses.

Example Filters:

Missing Checklist Items
Last Reviewer

The "Checklist Completed" filter lets you filter by completed checklists, with the option to narrow it down to a specific property (e.g., term or application). In contrast, the "Checklist Item" filter allows you to filter by a specific checklist item (e.g., a transcript document).

Documents

Filter users based on documents that have been created and mapped to fields and tags such as transcripts.

One of the most commonly used searches is the Document Type, which allows you to segment if specific document types have been submitted.

Example Filters:

Document Type
Submission Date

Surveys

Filters based on survey responses or completion statuses.

Example Filters:

Survey Completed (count)
Survey Answered

Appointments

Filters related to one-on-one appointments with users, such as appointment type and status.

Example Filters:

Appointment Type
Assignee

Combining Filters: All (AND) + Any (OR)

Filters from different Property Types (different colors) are always connected using the All (AND) operator. Filters with the same color can be grouped using either Any (OR) or All (AND), but the Any (OR) operator cannot be used between Filters from different Property Types. For Example:

A segment looking for students in Missouri AND who have uploaded a transcript will connect the Filters automatically with All (AND).
You cannot create a segment where students are in Missouri OR have uploaded a transcript.

For more details about using operators, see our help article on operators.

Filters Overview

Triggers

Filters: All + Any Operators

Getting Started with Journeys

Decisions: Checklists