Using Filters in ToolDesk
Filters are a powerful feature in ToolDesk that help you target specific clients and automate your marketing communications. This guide explains where and how to use filters effectively within the platform.
Where to Use Filters
Filters can be utilized in two main areas of ToolDesk:
Campaign Builder: Use filters to create targeted audience lists for your campaigns
Automation Flows: Apply filters to control who receives automated communications
Campaign Filters
When building a campaign, you can filter data from four main categories that sync in real-time with Jobber:
Client data
Quote data
Job data
Invoice data
Creating Campaign Filters
Navigate to the campaign builder
Click the "Filter" button to access filtering options
Select your data category
Choose your filtering rules
Stack multiple filters to create precise audience segments
Common Filter Examples
Client-based Filters:
Filter by client tags (e.g., "marketing" or "no-marketing")
Filter by location (postal code or city)
Filter by client attributes
Quote-based Filters:
Filter by quote status (e.g., "awaiting response")
Combine with client filters for more targeted campaigns
Job-based Filters:
Filter by time since last job (e.g., clients not served in last 180 days)
Filter by job status or type
Invoice-based Filters:
Filter by Invoice status or amount
Flow Filters
When setting up automation flows, filters help you control who receives automated communications:
Create a new flow
Set up filter criteria in the flow settings
Define exclusion rules (e.g., exclude clients tagged as "no marketing")
Best Practices
Match tag capitalization exactly as it appears in Jobber
Test your filters before sending campaigns
Start with broader filters and narrow down as needed
Use multiple filters to create highly targeted segments
Example Use Cases
Re-engagement Campaign:
Filter: Job data > Last job date > Greater than or equal to 180 days
Target clients you haven't served recently
Quote Follow-up:
Filter: Quote status = Awaiting response
Filter: Client tags ≠ no marketing
Automate follow-ups for pending quotes
Location-based Marketing:
Filter: Client postal code = [specific code]
Filter: Client tags = marketing
Target specific geographic areas
Need Help?
If you have questions about using filters in Tooldesk, reach out through the Intercom chat for assistance.