Using Filters in the Campaign Work Room

What You'll Need

• A new or existing Campaign.

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How to Do It

Use the following guide to learn how to use filters to sort by proposals, fulfillment status, shipment status, content delivery status, and more. The filters provided inside of a campaign workroom give you the ability to review your creator's progress in a campaign. It also allows you to track your order fulfillment as well as product shipment status.

1. Click the Program icon and select Campaigns.

2. Click the Campaign Work Room icon.

3. Click on the Program tab.

4. Click Filters.

5. Use any of the filters readily available or scroll down and apply any Advanced Filters.

Toggle between the Filter Logic "AND" or "OR" to apply the broader filter sets that are enabled. For example:

• If filters are set to “AND”, and filtered by Owner > Jane and Tags > A + B, the rule means:

  • Creators owned by Jane AND

  • Have tags A or B

When comparing the results of AND and OR for Filter Logic, it is important to only have one entry per field when wanting to compare the differences of the field using AND.

For example, if you want to view the creators who have the tags Facebook Group and Instagram Group, you could place both tags in the same field and toggle to OR. This will pull in the creators who have one of the tags and both tags. However, if you only want to pull in the creators who only have both tags then a field will need to be created for each tag in Advanced Filters.