How to Set Up and Customize Filters on the Grip Engage Admin?

Profile Filters Table on Web Platform

Session Filters Table on Web Platform

Search Filter Value Format

Native List Filter Setup on Grip Engage Admin

FAQs

Where and how can I set up my filters on the Grip Engage Admin?

To set up filters on the Grip Engage Admin, navigate to the Event Setup page where you will find a tab called Event Filters. This tab includes the following options:

1. Profile Filters table
2. Session Filters table
3. Search filter value format

1. Profile Filters Table on Web Platform

This table allows you to enable and order the filters that will be displayed on both the Search results page and Native lists.

Attendees Page Filters

Below you can see 2 examples of the following:

• Filters within 'Attendee' navigation item on the web platform
• Filters within search result page

There are two types of filters within the Profile Filters table:

1. Default Filters
2. Custom Field Filters

Default Filters

Default filters are automatically added to an event. These include:

• Company name
• Job title

These filters are shown by default (unless turned off) on all Native lists and Search results pages. You can enable or disable these filters globally by toggling them ON or OFF. The order in which they are listed here will automatically apply to the Native lists and the Search results page.

Custom Field Filters

These filters appear when you configure and set up your Custom Fields.

• Important: To see the Custom Profile Field as a filter in this table, the CPF Field should have the “Filterable” toggle set to ON in the CPF setup page. You can find more information on enabling the CPF properly [here].

Custom Profile fields can be turned ON or OFF as filters, but only Pre-defined and Pre-defined & Freeform fields can be used as filters.

Additionally, this table shows which Data types are using the selected filters, allowing you to make adjustments based on the Data types for specific filters. Default filters are enabled for all data types.

2. Session Filters Table on Web Platform 

In this table, you can configure the Session filters for the event, which will be used as the default on the Search Results page when “Session filters” are selected and on the Event Agenda page.

Event Agenda Page Filters

• Event Agenda Page Filters with Default Session Filters Enabled on Web Networking

Search Results Page Filters

• Search Results Page with Session Filters Selected on Web Networking

3. Search Filter Value Format

This option allows you to control how filter values are displayed within filters. This is entirely down to the kind of data that you're importing, and how consistent that data is.

Usually you should leave this on 'Standard', but setting it to 'Raw' can help when you notice that your filter values are losing their intended formatting.

• Standard Format: This setting aggregates the values, finding the values that have the same spelling, and merging them to a standard format. This ensures that any duplicate values that have differences in their formatting (particularly with the use of capital letters), are shown as a single value.

• Raw Format: This setting prevents the aggregation of values in filters, showing them in their original format. This is especially useful for values like acronyms in Job Titles or Company names where case sensitivity is important (e.g. "CEO" instead of "Ceo"). However, if your data is not perfectly consistent, you will see values that look like duplicates in your filters.

Example of Feature Options:

Imagine the 'Company name' filter. Some of your attendees have entered "Google Inc" and some others have entered "Google inc"

• If set to “Standard search filter value format,” you will see a single value - “Google Inc”. All profiles will be shown when filtering by this value.
• If set to “Raw search filter value format,” you will see more than one value - "Google Inc" and "Google inc". To see all profiles that work for Google, you'd need to select both values when using the filter.

You can see that this is a trade-off; the right setting will depend on how consistent your event data is.

Native List Filter Setup on Grip Engage Admin

In addition to setting up filters for the Search Results page or Event Agenda, you can also customize filters for any of your native lists.

To do this:

1. Go to the Event Details page on the Grip Engage Admin.
2. Select Navigation from the sidebar to view the list of available Navigation items for your event.
3. Click Create new or Edit on an existing Native list to access a button called Customize.

Clicking Customize allows you to adjust the filters for your specific Native list. This means the Default global filter settings will be overridden for this list only, providing greater flexibility when creating lists throughout the event.

FAQs

Can I customize the filters on the Grip Engage Admin for my event?
Yes, you can customize the filters by navigating to the Event Setup page and selecting the Event Filters tab. Here, you can enable, disable, and reorder Profile Filters, Session Filters, and adjust the search filter value format.

What is the difference between Default Filters and Custom Field Filters?
Default Filters are automatically added to your event and include options like Company name and Job title. Custom Field Filters are created based on the Custom Profile Fields you configure. Only fields set as "Filterable" in the CPF setup can be used as filters.

How do I ensure my Custom Profile Fields are available as filters?
To use a Custom Profile Field as a filter, ensure that the “Filterable” toggle is set to ON in the CPF setup page. Only Pre-defined and Pre-defined & Freeform fields can be used as filters.

What does the “Raw search filter value format” option do?
Selecting the "Raw search filter value format" will display filter values in their original format, without aggregating similar values. This option is useful when case sensitivity is important, such as with acronyms in Job Titles or Company names.

Can I override global filter settings for specific Native lists?
Yes, you can override the global filter settings for specific Native lists. Go to the Event Details page, select "Navigation" from the sidebar, and use the “Customize” button to adjust the filters for the specific list.