Custom member filter

The custom member filter screens allow you to view and edit the member filters that have been set up.

Custom member filter list

Accessing the screen

In the left sidebar menu, select [Campaign] -> [Custom member filter].

Image from Gyazo

Field descriptions

Image from Gyazo

ItemDescription
SearchSearch the custom filters by keyword and/or access restrictions.
IDUnique ID of the custom filter (automatically assigned).
AccessUser group(s) allowed to access the custom filter.
Custom member filter nameName of the custom filter.
MemoComments or notes on the custom filter (entered on the editor screen).
Updated onDate and time of last update to the custom filter.

Custom member filter editor

Accessing the screen

In the left sidebar menu, click [Campaign] -> [Custom member filter].

Image from Gyazo

On the filter list screen, click the name of the filter you would like to edit.

Image from Gyazo

Field descriptions

Image from Gyazo

ItemDescription
IDUnique ID of the custom member filter (automatically assigned).
NameName of the filter.
CategorySelect the filter category. You can set up categories on the Category settings screen.
Access restrictionSelect the group(s) allowed to access the filter.
Logical operatorWhen using more than one filter (member, form, e-commerce, custom function), you can combine them using AND or OR.
Use permission settingsSelect "Enable" to make the filter available when setting access permissions in the Content and Form modules.
MemoEnter a comment or note about the filter.

Filter conditions

Image from Gyazo

Button/TabDescription
View resultClick to view the results of your filter conditions (limited to 20 entries).
TabsClick a tab to set up a filter using the specified module:
  • Member
  • Form
  • E-commerce
  • Custom function

For a detailed tutorial on how to set up the filter conditions, see Using custom member filters.

Other actions

Image from Gyazo

ItemDescription
UpdateApply the changes you made on this screen.
DeleteDelete the current filter.

If you have any other questions, please use our contact form or Slack workspace.