Overview

You can apply filters to your Guides, Hotspots, Checklists, and Resource Centers on your Panel in the Content and Analytics sections. This functionality will enable you to pick the material based on the criteria below:

  • Segment;

  • Container;

  • Status;

  • Created Date;

  • Updated Date.

How to filter your materials with different conditions

  • On your Panel, click on the material type you’d like to filter under the Content section.

  • Select a filter for the materials you want to display.

  • You can add up to 10 different filter conditions at a time.

Example

In this example, I aim to display only the Guides that:

  • Don’t include “Free Trial Users” segmentation AND

  • Are currently active AND,

  • Were created on August 27, 2021.

You can use AND or OR conditions depending on your filter conditions. When you’re done filtering, you can hide or remove all filters.

⚠️ You can apply the same filters to the pages under the Analytics section to narrow your data.

Related articles:

How do I filter my onboarding materials on Chrome extension?

Did this answer your question?