The Quick Filters feature enables you to easily filter data in Analyze without having to build complex filtering logic. You can quickly apply the filters most relevant to your analysis, saving time and reducing the complexity of filtering data. Using Quick Filters, you access commonly used filters based on your account’s recent activity, which creates consistent filtering across the team.
Types of Quick Filters
InfiniGrow Default Filters
Each page in Analyze includes a set of default filters, customized according to the page’s use case.Default filters cannot be edited or deleted, but can be disabled in the Ops area. If a default filter is applied in one tab and isn’t relevant in another tab, it will appear in an error state.
AI-Generated Filters
InfiniGrow dynamically generates filters based on your account’s recent usage. These might include CRM Fields filters and Funnel Stages filters.AI recommendations can be enabled or disabled as a whole. When enabled, they update daily; when disabled, they still appear in the Ops area to let you know what you’re missing by turning off the feature.
Pinning and Managing AI Filters: You can “pin” an AI-recommended filter to keep it available, even if it falls out of the top 3 commonly-used. Pinned filters move to “My Quick Filters,” and the AI recommendations update with the next most commonly used filter.
Suggest More: You can view additional AI-recommended filters using the “Suggest More” button, which shows the next 3 commonly used filters.
Manually Created Filters
Users can add their own quick filters. These filters provide maximum flexibility, allowing you to set specific filtering criteria to meet unique analysis needs.
How to Use Quick Filters in Analyze
Step 1: Access Quick Filters
Navigate to the Analyze section to find the Quick Filters in the upper panel. You’ll see a series of dropdowns with default filters like Channels and Campaigns, the AI-generated filters (if you have them enabled), as well as an option to add custom filters.
Step 2: Select a Filter
Choose the filter you want to apply:
Include any of Channels: Click on this dropdown to filter by specific marketing channels.
Became one of Stages: Filter by funnel stages, for example selecting “Opp” will keep journeys that became an Opp in the past.
Step 3: Apply the Filter
Once you’ve selected your desired values in a filter dropdown, click Apply. The data on the page will update based on the selected filter criteria.
Step 4: Save Filter Combinations
You can save combinations of applied filters as presets for quick access in the future.
Step 5: Resetting Filters
To clear a specific filter, click the “X” icon next to the filter tag within the dropdown. To clear all filters at once, use the Clear All option, which will reset your data view back to the default state without filters.
Step 6: Adding a Custom Filter
If your analysis requires a unique filter configuration, click + Add Custom Filter. This opens a panel where you can create a custom filter based on specific criteria that may not be available in the Quick Filters list.
Learn more about the different filters’ logic in this article.
Managing Quick Filters in Ops
Step 1: Access Quick Filters in Ops
Navigate to the Ops section -> Quick Filters tab.
Step 2: Enable/Disable, Edit or Delete Existing Quick Filters
Use the toggle next to each quick filter to enable or disable it for Analyze and Reports.
Default quick filters can only be disabled but not deleted or edited.
To edit a quick filter, click on the filter’s name and update its settings as needed.
Use the trash icon next to the quick filter to delete it (default and AI-generated quick filters cannot be deleted).
Step 3: Adding a New Quick Filter
Click on + Quick Filter to open the filter creation popup window.
For example, let’s show how to create a quick filter to filter accounts that became a specific funnel stage, during the selected timeframe.
Select Filter Type: For our example, let’s choose “Funnel Stages”.
Define Stages & Logic: For our example, let’s choose to filter “Accounts”, by the following logic of “Became one of”.
Additional Configuration (optional): Configure settings like date range or specific conditions.
Provide a unique and indicative name for the new quick filter.
Click Save to add the new filter to the list.
Step 6: Managing AI-Generated Filters
Enable or disable AI-generated filters by toggling the AI Generated Filters switch.
Pin an AI-generated filter by clicking the pin icon to retain it even if it’s no longer in the top 3 recommended quick filters.
Click Suggest more at the bottom of the AI-generated section to reveal additional filter suggestions.