Filters: Property Types
Michael Stephenson avatar
Written by Michael Stephenson
Updated over a week ago

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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❗Important: 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.

  • 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.

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