# Searching & Filtering

## Table of Contents

[**Searching By Name**](#searching-by-name)

[**Searching By Filter Criteria**](#searching-by-filter-criteria)

[**Filtering Your Activists**](#filtering-your-activists)

[**Filtering By Engagement Assessment**](#filtering-by-engagement-assessment)

## Searching By Name

1. To search for a campaigner by name, select the magnifying glass icon in the upper right-hand corner of Action Builder.
2. When the ‘Search Entities’ box appears, enter the first and/or last name of the person you’re searching for.

<figure><img src="https://lh5.googleusercontent.com/-eyAdDgHCI9_pg_Hs5d1y8-yV_pIU_yaRrkrj_RsxS-T4hHdMOSP-LAJflneUoevm_dMyIDS-rQoqDjtnCj38pDfVVHwWwjDlfiVwOl3rFYimvG90A1ILYcg8oWjii3QD1AdqaIn4HGn5gQ8J4weBQc" alt=""><figcaption></figcaption></figure>

3. Your results will appear in a dropdown as you type the first or last name, from which you can select the person you’re looking for. This will take you to their volunteer profile.

<figure><img src="https://lh4.googleusercontent.com/cVZZ3g2-021wxKjFt-X2Ufn9R6cFtG1zhWllbGzpHdipWdDfn-QvFX2_J2tXNS3d9Tne5t6TGcFxh_7gZBRXpU8KZkdFCn3GRJrzFf5qcVqo42ar9Gw4Jj-NlqqfVTGKlGI1ymtIStI4F4Voa08nCnk" alt=""><figcaption></figcaption></figure>

## Searching By Filter Criteria

1. To search for a campaigner using criteria other than name, use the ‘Filter Results’ panel to the right.

<figure><img src="https://lh5.googleusercontent.com/1sxeQosbB0AuYGAnkgJ4ylBJfN1zVu6lJkpGsejDfZjC49qZZU_V3W8YvyjWBV8mOceW_uwRDaE7ISW1MPDD-YlUYtyCp57m_m0JMbYCe-Ms_8ztVDEIB982Ab1gtzR_pWg3bKUl-2B0KMBlNQC3yFQ" alt=""><figcaption></figcaption></figure>

2. Scroll down to the section with your preferred search criteria, and select the down caret to the right to drop down the fields and enter in your criteria.
   * **Assessment**: Filter results to show anyone marked with a specific assessment rating (e.g. everyone with a ‘2’ rating).
   * **Info**: This filter can be used to select a variety of information. You can use this filter to show anyone assigned to you as an activist steward, filter by preferred contact preferences or shift times, etc.
   * **Follow Up**: Filter results to show anyone who you have followed up with or who has received a follow up in general.&#x20;
   * **Contact Info**: Filter results to show profiles that contain certain contact info (phone number, email, address, etc.), or that are missing this information.
   * **Last Updated**: Filter results to show profiles that have been updated, or have not been updated within a specified time frame.
   * **Location**: Filter results to include only canvassers located in a certain location (e.g. filter to include only residents of Denver).&#x20;
3. Click on ‘Run Query’ at the top of the panel.

<figure><img src="https://lh5.googleusercontent.com/Cy9yKvlkfdAm8JrB2RuoWWLzj5wqemMkCKDwJsvSgOvs-ELGXxY3jw-yLH7ms2dr1vk9RPnJHepC6DcEe18bg9Ehc4qXC_oLk-Mm2Ctx4vrhHtbaavKoznfc3YSiLJuW1PKYI21cziQkl4LlDfZxWXc" alt="" width="563"><figcaption></figcaption></figure>

## Filtering Your Activists

This section describes how to apply a filter to show only the activists assigned to you as an Activist Steward.

1. Apply filters using the right-hand table labeled ‘Filter Results’.

<figure><img src="https://lh5.googleusercontent.com/1sxeQosbB0AuYGAnkgJ4ylBJfN1zVu6lJkpGsejDfZjC49qZZU_V3W8YvyjWBV8mOceW_uwRDaE7ISW1MPDD-YlUYtyCp57m_m0JMbYCe-Ms_8ztVDEIB982Ab1gtzR_pWg3bKUl-2B0KMBlNQC3yFQ" alt=""><figcaption></figcaption></figure>

2. In the filter panel, select the down caret next to ‘Info’.
3. Click to open the dropdown menu next to ‘Include’.

<figure><img src="https://lh5.googleusercontent.com/JKQ8pCVj0qI32iY4RfeTewGEYeqThLwyHZOkYWc569M3og5XoJSUVMTAKO1IArtXYgG3Ov0N-w0Zb92zxT2tQbmykJ69UA10kvV4mZjvP8Hqq49knJwOCEj3L1vYesiHggzWDYqpKcm5gco3OaVLowE" alt="" width="563"><figcaption></figcaption></figure>

5. Search for and select your name.
6. Click on ‘Run Query’ at the top of the panel to run your search.

<figure><img src="https://lh5.googleusercontent.com/Cy9yKvlkfdAm8JrB2RuoWWLzj5wqemMkCKDwJsvSgOvs-ELGXxY3jw-yLH7ms2dr1vk9RPnJHepC6DcEe18bg9Ehc4qXC_oLk-Mm2Ctx4vrhHtbaavKoznfc3YSiLJuW1PKYI21cziQkl4LlDfZxWXc" alt="" width="563"><figcaption></figcaption></figure>

7. Your results will display only activists who are assigned to you as their Activist Steward.

## Filtering By Engagement Assessment

This section describes how to apply a filter to show activists assigned a particular engagement assessment. This can be used with the Activist Steward filter above in order to make outreach easier by targeting specific engagement levels.

1. Apply filters using the right-hand table labeled ‘Filter Results’

<figure><img src="https://lh5.googleusercontent.com/1sxeQosbB0AuYGAnkgJ4ylBJfN1zVu6lJkpGsejDfZjC49qZZU_V3W8YvyjWBV8mOceW_uwRDaE7ISW1MPDD-YlUYtyCp57m_m0JMbYCe-Ms_8ztVDEIB982Ab1gtzR_pWg3bKUl-2B0KMBlNQC3yFQ" alt=""><figcaption></figcaption></figure>

2. Under ‘Assessment’, select an engagement rating (1-5) to filter your results.&#x20;

<figure><img src="https://3924097834-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqiecUFVRIWxSM26fTp3K%2Fuploads%2FAwC6jbKJxEuNS7SdErZF%2FEngagement%20Rating.png?alt=media&#x26;token=79c4149c-7b98-4f18-bb2f-9825c453ff2c" alt="" width="563"><figcaption></figcaption></figure>

3. Click on ‘Run Query’ at the top of the panel to run your search.

<figure><img src="https://lh5.googleusercontent.com/Cy9yKvlkfdAm8JrB2RuoWWLzj5wqemMkCKDwJsvSgOvs-ELGXxY3jw-yLH7ms2dr1vk9RPnJHepC6DcEe18bg9Ehc4qXC_oLk-Mm2Ctx4vrhHtbaavKoznfc3YSiLJuW1PKYI21cziQkl4LlDfZxWXc" alt="" width="563"><figcaption></figcaption></figure>

4. Your results will display only activists assigned that particular engagement rating (e.g. only activists rated as a ‘1’).

*\*\*Note: Do not use ‘Quick Apply’ to make updates to activist profiles, as these updates will be applied in bulk to all campaigners in our system. For example, if you select ‘Quick Apply’ > ‘Add Assessment’, the selected engagement score will be applied to ALL activists.*

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