Filters are the lifeline for working with the Members directory. Using the right combinations for these Filters can give you limitless control over organizing your community however you want to.

Active and Inactive

Filter based on activity which means any type of interaction or communication in the community - reactions, replies, or posts.

Use this filter to narrow down the list of active members in your community. This will give you a clear picture of participants as compared to lurkers or non-participants.

The Inactive filter is the opposite of what purpose the Active filter serves. If you’d rather like to see inactive members instead of active ones, use this filter.

You can set the time period to any range you’d like. Choose the Custom Range option to pick a time period as per your requirement.

You can use these filters to identify the most active members in your community, set up campaigns targeting inactive members since they joined, and more.

Name

Filter using the name of a Member. This filter is useful in case you want to look at the data or metrics of specific people in the community.

  • Equals - Use this if you know or have the exact name of that member.

  • Contains - Useful if you know a part of the name like the first or last name.

  • Does not contain - Select this if you want to exclude certain names from the filtered view.

Platform

If you’ve integrated more than one community platform, you can use this filter to only view members on specific platforms.

  • Contains - If you want to only view members from the ones you’re selecting, go with this.

  • Does not contain - Otherwise if you want to exclude certain platforms, go ahead with this.

📌 Note: You can make multiple selections as well. For example - if you want to only see members for Slack and Discord, select both of them and apply the filter. Alternatively, you can exclude the others from the Does not Contain option.

Channels / Repos

You can filter members based on the channels that they are a part of on your community platform.

For best use of this filter, pair it with the Platform filter to only view channels of specific platforms. Again, this is only useful if you have multiple platforms.

Another helpful use case of this filter is to use it with an Active or Inactive filter to see which members have been active or inactive on specific channels. This can help you categorize and understand where each member’s interest lies and take action accordingly.

📌 Note: Repos or Repositories are only applicable for Github integration.

Create custom member cohorts to see active members in specific channels.

Tag

Filter members based on tags that have attributed to custom cohorts of members already. Tagging helps identify or categorize members into custom groups. You can add and remove tags from members easily.

A great use case for Tags can be sending extremely personalized DMs to member groups. Another great thing about Tags is that it’s entirely up to you to define which means that you can create any number of custom tags and attribute it to members.

You can even set up tagging as an automated workflow. In fact, you can automate both adding as well as removing tags from members without having to manually do anything. See how it works.

Level

Level represents engagement in a community. Threado’s scoring system has 3 levels of engagement which are calculated based on tokens. Configuring scores and defining levels is up to you and check out how you can customize this according to how you want it.

Filter by each level or you can even make multiple selections. A good use case of this filter is that it can give you a view of varying levels of engagement across the community. You can use this data to plan engagement strategies targeted at members at different levels.

For example - anyone in Level 3 is a top contributor to your community and should be appreciated/rewarded for their continued engagement.

Joined Date

This is pretty straightforward. Use this filter to see members who joined within a given date range. You can use pre-defined date ranges or set a custom range.

Survey Results

Threado lets you conduct surveys and collects responses. You can filter on the basis of survey responses and interact with and understand your community better.

You can set up surveys as automated workflows and the collected response can use here on the Member CRM. A good example would be an NPS survey to see how community members are liking their experience in the community. You can filter to see who gives it a lower rating and set up a personalized campaign to try and improve their community experience.

We’ve covered a step-by-step guide to help set up an NPS survey from the automation dashboard. See how can you do it for your community.

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