What is this feature? Why is it useful?
Saving your filters within a workspace allows you to analyze your data using the same view by default. Without having to re-add filters manually each time. This saved filter view is applicable to all users that have access to the workspace. Meaning everyone is looking at the same data.
Who can set it up?
Only Administrators are allowed to save or edit the filters saved to the workspace, these changes will be reflected in the workspace for all the users who have access to that workspace. Regular users will be presented with a workspace that has all the filters applied to it, that the Administrator set up. They're able to change and remove these filters but cannot save these changes on their end, therefore any changes they made will be temporary.
How can I set it up?
Your workspace before adding/saving filters
When you open your workspace, initially you'll notice two new buttons on the right side of the screen: a 'Save Filters' and a 'Reset' button. They're both disabled, because there have been no changes made to the filters within your workspace - once you start doing that, this functionality will become available.
The default filters all of your workspaces before you make or save any changes are the following:
- the date-filter is set to the last 30 days
- all forms are selected
- only submitted responses are shown
- no additional filters are added
You can now start making changes and adding new filters, depending on what data you'd like to see in your workspace by default. When you make any changes or add a new filter, they'll appear grey to make it easy for you see what changes you've made so far as compared to the default view - we call these 'temporary' filters as they're not yet saved.
For comparison the saved filters will always appear white.
When you make one or more changes to the filters, the 'Save Filters' and 'Reset' buttons will become available.
If you're satisfied with the filters you've added, you can click on 'Save Filters' - when you do this, you'll see a pop-up window with a summary of the changes you've made.
Once you click 'Save' in the pop-up window, the filters you added to your workspace become the default view. From then on, whenever you visit your workspace again, these filters will be automatically applied without you having to re-add them manually each time.
Saving date filters
When it comes to date filters, you have the below options to choose from when saving your workspace:
- A set range (24h, 7 or 30 days)
- A range between date X and date Y
- Start from a certain date to the viewing date
If you include today in the date range and try saving your filters, the pop-up window will include an additional switch where you can decide whether you want to always see the results from the start date you selected until today. This way you won't have to make changes to the date filter again when you view your workspace on another day.
If you've made some changes but would like to revert back to the default filters, you can click the 'Reset' button on the right - this will revert the workspace back to the latest view you saved.
Use this filter to capture a certain period. This can be last 7 days, last month but also a date range reflecting a certain research project. For example a campaign you’ve run in Q4 2020.
With the URL filter you have the option to zoom in on a certain part of the journey. Relevant to roles that are focused on specific journeys or parts of the customer journey (payment, product page, service). This url filter is also valuable for teams that focus on specific brands or countries. In most cases this is reflected in a specific URL.
Custom variable filter
This filter can be used in many ways. It depends what type of custom variables you are collecting. Think of customer tiers (premium, gold, silver, bronze), cart value, if your customer is logged in or if they already been in touch with customer care. Use this filter to narrow down on a specific group of customers.
With the text analysis capabilities in Workspaces you are empowered to check in on what matters most to the ones that gave feedback. Using the keyword filter helps you to zoom in on all results and responses that are connect to a certain keyword, or a group of keywords.
Use this filter to zoom in on results based on a specific answer. This can be a score, a specific group that was agreeing to a statement or multiple answer reflection a certain audience.
The flexibility of Insights enables you to combine the different filters to create your ultimate view on the data. A view that works for you and your coworkers. Don’t forget to involve them and share the workspace including the saved filters with them.
Any questions? Feel free to react out to our Support team at email@example.com.