List Filters - Ruloans Documentation

Section 1: Creating a New Filter

Step 1: Access List Filters

Navigate to the CRM home page.
Go to the “Tools” section in the side menu.
Click “List Filters”.

Step 2: Choose List Type

Click on “List Type”.
Select from available types:
- Channel Partner
- Leads
- Call Report
- Customers

Step 3: Start Creating a Filter

Choose “Channel Partners” from the list type.

Click the “+Rule” button.

Step 4: Add Conditions to the Filter

Select “Vendor Name”.

Add another rule and choose “State”.

Clicking on the equal sign opens the operator list,

We have to select according to our need, for learning right now we will go with the equal sign. (Operator References has been given in the button of the Document)
Select the “=” sign.

Now To select the required state, Click on the state dropdown that appears. That will give the list of states.

From the dropdown, choose “Delhi” as the state.

Step 5: Save the Rule

Click on “Save”.

In the Name field, enter a descriptive filter name (e.g., “Trial Delhi Filter”).

Click “Submit”.

Step 6: Verify Filter Creation

Go back to “List Type”.
Check under Existing Lists.

Confirm the filter “Trial Delhi Filter” appears in the dropdown.

Section 2: Sending Notifications Using Filters

Step 7: Navigate to Notifications

From CRM, go to “Marketing”.

Select “Notifications”, then choose “App Notifications”.

Step 8: Prepare to Send

Click on the three dots next to the template you want to use.

Click “Send”.

Choose the “Channel”, then select “Channel Partners”.

Step 9: Apply the Filter

Click on “Channel”

Select “Channel Partners”.

Click on “Filters”

Select the filter you created (Trial Delhi Filter).

The system displays the total recipients matching the filter.
- For example: State = Delhi → 87 matches

Please check the count carefully once or twice before sending the notification to avoid any mistakes, View the total recipients again.

Step 10: Confirm and Send

Carefully verify:
- The count of recipients
- Filter conditions
- Channel details
Tick the Consent Checkbox to proceed.
Click “Push Notification”.

Step 11: Confirmation

You will see a “Message sent successfully” notification at the top-right.

OPERATOR REFERENCES

Comparison Operators Reference

Operator	Meaning	Example
`=`	Equal to	Age `=` 30
`!=`	Not equal to	Age `!=` 30
`<`	Less than	Age `<` 30
`>`	Greater than	Age `>` 30
`<=`	Less than or equal to	Age `<=` 30
`>=`	Greater than or equal to	Age `>=` 30

Text Matching Operators

Operator	Description	Example
contains	Includes specified text	Name contains “John”
begins with	Starts with specified text	Name begins with “A”
ends with	Ends with specified text	Email ends with “@gmail.com”
does not contain	Excludes specific text	Name does not contain “John”
does not begin with	Doesn’t start with specific text	Name does not begin with “A”
does not end with	Doesn’t end with specific text	Email does not end with “@gmail.com”

Null Check Operators

Operator	Meaning	Example
is null	Value is blank	Phone is null
is not null	Value is present	Email is not null

List Operators

Operator	Meaning	Example
in	Belongs to a list	Country in (India, Nepal)
not in	Excluded from list	Country not in (India, Nepal)

Range Operators

Operator	Meaning	Example
between	Within range	Age between 18 and 25
not between	Outside range	Age not between 18 and 25

Prepared By: Aparmita Srivastav