You will find searches interfaces within many of Better Impact's features. Searches allow you to filter down your list of users by applying additional, customizable search criteria. Searches can also be saved and pinned for use later.
A few examples of where searches can be used are:
sending out mass emails or texts
generating reports
applying bulk updates to user profiles
Searching and reporting in Better Impact are closely related. You can watch the video below to learn more:
Run a Search
Go to any option that requires a search (i.e. People >> Search; Communicate >> Send Email)
Module and Status Filters: Select the desired status(es) to include in the search.
For multiple statuses, select one of the following:
Any of the selected modules and any of the selected statuses
All of the selected modules and any of the selected statuses
Optional: Communications Filters, select the desired option(s). You can make one selection from each category:
Email:
Don’t Filter (default)
Has Email
Has No Email
Mobile Email:
Don’t Filter (default)
Has Mobile Email
Has No Mobile Email
Text Messaging: This will only appear if Text Messaging has been enabled
Don’t Filter (default)
Has text messaging enabled
Does not have text messaging enabled
Optional: Group Filters, select the desired option. This option will only appear if Group Scheduling has been enabled
Don’t Filter (default)
Individuals Only
Groups Only
Click the [Add Search Criteria] button to add additional options to your search, or click the [Search] button to run your search
Tip: In the “Search Results” section header, you can click on the [Print] button in the header to print the listing of the results that were retrieved.