List Filters

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Section 1: Creating a New Filter

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Step 1: Access List Filters

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

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Step 2: Choose List Type

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

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Step 3: Start Creating a Filter

• Choose “Channel Partners” from the list type.

• Click the “+Rule” button.

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Step 4: Add Conditions to the Filter

1. Select “Vendor Name”.

2. Add another rule and choose “State”.

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   Clicking on the equal sign opens the operator list,

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   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)

5. Select the “=” sign.

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

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

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Step 5: Save the Rule

• Click on “Save”.

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

• Click “Submit”.

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Step 6: Verify Filter Creation

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

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

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Section 2: Sending Notifications Using Filters

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Step 7: Navigate to Notifications

• From CRM, go to “Marketing”.

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

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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”.

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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

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

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Step 10: Confirm and Send

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After thoroughly checking the count, filters, and channel details, click the consent checkbox to proceed.

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

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Step 11: Confirmation

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

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OPERATOR REFERENCES

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Comparison Operators Reference

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Text Matching Operators

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Null Check Operators

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List Operators

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Range Operators

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Prepared By: Aparmita Srivastav