Participant Filters: Case Studies

Georgia Pascoe
Georgia Pascoe
  • Updated

Case Study One

As a coordinator, I want to message all mentors that signed up last month in the Australian State of Victoria. 

 

1. Filter participants down to only include Mentors:

2. Filter down to only include mentors who have signed up between 1-31 October 2021:

 

3. Filter down into the correct location (or office):

 

 

Case Study Two

As a coordinator, I want to message female participants who are looped and signed up before the 31 October 2021. 

1. Filter down by Gender (in this case, we're looking for female gender participants):

 


2. Filter down into females who have an active loop:

 

3. Filter down into those females with an active loop, who signed up before 31 October 2021:

 

Case Study Three

As a coordinator, I want to create an event for all mentees who have a goal regarding career progression in Melbourne, Australia 

 

1. Filter for participants with the Mentee Goal of ‘Career Progression’:

2. Filter down into those participants who also are located in Melbourne, Australia:

3. Select the box next to 'Participant' then the ‘Message Participants’ icon and change the type from 'Message' to 'Meeting' from the dropdown menu - this invitation message will now only be sent to female mentees with a goal of ‘career progression' in Melbourne, Australia.

 

 

 

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request