FAQ: Event Filters

 

What are Filters for?

Filters are like tags you can apply to your events to assign qualities or groupings to them. You create groups or types of filters ('Filter Groups') and then add different filters to those groups to assign to your events.

Once assigned to your events, those filters determine how your events are displayed internally on your Dashboard and externally on your organization’s Events Website. Filters are also used to give event access to Viewer users on your account.

Filters for your Events Website

For example, your organization might regularly organize events based around different general subjects. Let's say you're a bank who organizes educational events for customers. Perhaps the different areas your events cover are, Investing, Foreign Currency, Real Estate, and Trusts. You could create a Filter Group called 'Topics' and a Filter for each topic. Then you could apply one of those Topics filters to each event you create.

 

Checking the box to the left of a Filter makes it available in your Event Setup page to apply to an event.

Further, if you click on the pencil icon to open up the Filter edit box, you can check the ‘Make This Filter visible on public Events Page?’ option. This makes those filters to appear as dropdown search categories on your events web page, as below. Your website visitors can use the filter categories to find the kinds of events they may be interested in.

 

Filters for internal use

Or, you could create a Filter Group of 'Event Managers' for the key individuals in your organization who create events. They could then apply their own Filter to each event they create and use this filtering to view only their events on the Dashboard.

Create the filter group in Admin > Manage Filters and toggle on the Filters you want to make available

 

In Event Setup, apply a filter to the event:

 

In Dashboard, select the Custom Filters button to open the Filters modal. Check the Filters you want and Save. Then, when you toggle the Custom Filters view ON, your Dashboard will only display events with those Filters applied. Toggle the Custom Filters toggle OFF to revert to the all events view.

 

 

 

Filters and Seatrobot API

Filters become even more powerful when you access Seatrobot's API to customize how your events display and interact with customers in your online integration.

Via the Seatrobot API, the Filter Groups and Filters you create and assign to your events can be made to represent almost any action you require when configuring your Seatrobot API integration.

How do I create a Filter Group?

To create a new Filter Group, go to the Org Admin section of your account (accessed via the  icon in the purple navbar). From the green navbar menu select 'Manage Filters'.

Then click the 'Add Filter Group' button to display the Add Filter Group modal and input the name of the Filter Group you want to create.

You can select which color you would like every Filter in this Group to display with, for easier identification. When using the base platform, you can add up to three different Filter Groups.

The Filter Groups you create will appear on your Manage Filters page, ready for you to add Filters to them.

You can edit the name of any Filter Group by clicking on its name at the top of its column.

How do I add Filters to a Group?

To add a new Filter to any existing Filter Group, click the Add Filter button at the top of the group to display the Add Filter modal:

 

Add the name of your Filter and click Save. The Filter will appear under your Filter Group. You can also select the checkbox to make the new Filter appear as a search filter in your organization’s events web page.

 

Note: To make your Filters appear in your Event Setup page for adding to events, you must 'activate' them by checking the box to their left in the Filter Group. By default this box is NOT checked, so that you can create and edit your Filters before making them available for use.

Filters you have selected to appear as options on your organization’s events web page will display the broadcast icon on their row.

To edit the name of a filter, click on the pencil icon in the Filter row.

To delete a filter, click on the trash can icon in the Filter row. Remember - any Filters you delete which have already been assigned to events will also be deleted from those events.

How do I assign Filters to an event?

You can assign Filters to any event via the Event Setup page for that event. Once you create any Filter in a Group and activate it, your Filter Group(s) will appear in the Filters panel. Click on any Filter Group button.

 

In your Dashboard, you can then use the same Filters to manage the display of your events