Overview

This article provides an in-depth look at the Advanced Filtering feature within the Advocates tab on Influitive. It explains what Advanced Filtering is, where to find it, and how it can be utilized to manage and interact with customer advocates effectively.

 

Information

What is Advanced Filtering in the Advocate Table?

Marketers use Influitive to motivate their customer advocates when providing social proof to their buyers. The Advocate tab is used to manage customer relationships that contribute to new deals, upsells, and renewals.

The goal of Advanced Filters is to realize the vision of providing a simplified and easy-to-use view of the Advocate Table. With Advanced Filtering, you can build a customizable table of advocate data and interactions. This data can now be filtered, sorted, and exported.

 

Where can I find the Advanced Filtering tools?

The Advanced Filtering tools can be found within the Advocates page. Upon clicking on the “Filters” button, you will be presented with the new UI friendly Targeting Editor that can be used to display Advocates that meet the targeting rules.

 

What can I do with Advanced Filtering?

You can use the Advanced Filtering tool to create targeting rules and view a list of advocates that meet those rules. As a result, you can then complete any of the actions provided by the Actions drop-down.

By using include and exclude rules, you can filter right down to the advocates you want to interact with.

 

FAQ

What is the purpose of Advanced Filtering?

Advanced Filtering allows users to create a customizable view of the Advocate Table, enabling them to filter, sort, and export advocate data and interactions for better management and targeting.

How do I access the Advanced Filtering tools in Influitive?

The tools are accessible within the Advocates page on Influitive. Click on the “Filters” button to open the Targeting Editor, where you can set up and apply your targeting rules.

Can I export data using Advanced Filtering?

Yes, one of the features of Advanced Filtering is the ability to export the data you have filtered and sorted, making it easier to analyze or share the information outside of the Influitive platform.