❖ Heads up! This article is only intended for Site Managers.
By the end of this article, you will be able to:
Locate the most commonly used User Filters
Build targeted user lists using filter criteria
Apply bulk actions or send Email Blasts to filtered users
Where to Access User Filters
User Filters are available from:
Email Blast page → User Filter
Users page → User Filter
Use filters to:
Create targeted communication lists
Apply bulk actions
Identify users based on activity, status, or assignments
Filter by User Type
Use this filter to view specific roles (e.g., Site Manager, User).
Path:
User Data > User Type > is > [Select User Type]
Available user types vary by product.
Amplify and Sustain sites include the Program Facilitator role.
Filter by Need/Opportunity Response
Use this filter to identify users who interacted with a specific Need or Opportunity.
Path:
Volunteer > Need/Opportunity Response > has responded to/on waitlist for > [Need/Opportunity]
Use this when you need to:
Contact participants of a specific opportunity
Follow up with waitlisted users
Filter by Program Assigned (Amplify Only)
Use this filter to see which users are assigned (or not assigned) to a Program.
Path:
Volunteer > Program Assigned > is assigned to/is not assigned to > [Program]
This filter is only available on Amplify sites.
Filter by Date Added
Use this filter to identify users based on when they joined your site.
Path:
User Data > Date Added > after/before/on > [Date]
Use this to:
Welcome new users
Segment users by join date
Filter by User Interests/Skills
Use this filter to find users who share a specific Interest or Skill.
Path:
User Data > User Interests/Skills > is > [Interest/Skill]
Use this to:
Promote relevant opportunities
Match users with appropriate programs
Filter by Number of Need/Opportunity Responses
Use this filter to identify engagement levels.
Path:
Volunteer > User Need/Opportunity Response > Greater than / Is equal to / Less than > [Number]
Examples:
Users who have responded at least once:
Greater than > 0Users who have never responded:
Is equal to > 0
Use this to:
Identify inactive users
Recognize highly engaged users
Filter by Prerequisite/Qualification Status
Use this filter to view users based on Prerequisite or Qualification status.
Path:
Volunteer > Prerequisite/Qualification > [Status Option] > [Prerequisite/Qualification]
Available status options include:
Has been approved
Has not submitted
Has been denied
Is expired
Is inactive
Is pending
Has a resubmit status
Use this to:
Monitor compliance
Follow up on pending or expired items
