Here’s a step-by-step guide to using the More Filters function in PushPress Grow to filter and manage your contacts effectively:
Step 1: Access the More Filters Function
Log in to your PushPress Grow Account.
Navigate to the Contacts section.
Click on More Filters at the top of the contact list to open advanced filter options.
Step 2: Filtering Contacts by Specific Criteria
The More Filters menu allows you to filter contacts based on various criteria, such as:
Contact Information: First name, last name, email, date of birth, contact source, and contact type.
Check-in Data: Number of check-ins or specific check-in dates.
Plan Info: Plan name, plan category, or membership type.
Tags: Specific tags (e.g., “Member”, “14 Days for $47”).
Core Appointment Data: Scheduled appointments or custom fields.
Example: Filtering by Join Date
Select Join Date in the More Filters section.
Set a date range (e.g., August 1, 2021, to October 1, 2022).
Click Apply to view contacts who joined during this period.
Example: Combining Filters
To filter contacts who joined within a date range and have a specific tag:
Select Join Date and set the range (e.g., August 1, 2021, to October 1, 2022).
Add a Tag filter and choose the desired tag (e.g., “Member”).
Click Apply to see contacts matching both criteria.
Step 3: Filtering by Plan Name or Category
In the More Filters menu, select Plan Name or Plan Category.
Use Contains to search for specific keywords in the plan name.
Enter the exact plan name (e.g., “CrossFit 6 Months”).
Click Apply to view contacts with this plan.
Tip: For accuracy, copy the exact plan name from the Plans section of your PushPress core account.
Step 4: Creating and Saving Smart Lists
Save Your Filters:
After applying your filters, click Save as Smart List.
Name your Smart List and click Save.
Share Your List:
Go to Manage Smart Lists.
Select the list and enable sharing with your team.
Smart Lists make it easy to access and manage groups of contacts that meet specific criteria.
Step 5: Reviewing and Using Your Filtered Results
Filtered results will display in your contact list.
Use this data to:
View detailed contact info (e.g., plans, tags, join date).
Send targeted messages or emails.
Create reports or focus on specific member groups.
Additional Tips
Experiment with Filters: Combine different filters to find the best match for your needs.
Use Tags: Categorize members (e.g., “Trial Member”, “Cancelled”) for easier filtering.
Export Data: Export filtered results as a CSV file for further analysis or reporting.
Need Help?
For assistance with using More Filters or managing Smart Lists, contact the PushPress Support Team via the Messenger tool in your dashboard.
Help
If you would like more information or need further assistance, please use our HELP DOCs, just like this one or reach out through intercom, the little blue box in your CORE account or email us at support@pushpress.com. Our team is here to help.
About PushPress
PushPress is a gym management software that can help you a lot in managing your gym. We've helped thousands of local gyms streamline and professionalize their businesses with our intuitive, powerful solution for managing fitness facilities - all from the palm of their hands! Want to take charge? Give us 3 minutes on the phone or schedule an in-person demo today!