Applying Criteria
Being able to control exactly what data you want when you want it is just as important as the format in which you do it. Some tasks and correspondence pieces don't involve everyone on your list and being able to extract just those that you need will save a lot of time. BridalTrack recognizes, provides for and simplifies this.
For example, Step 2 of the Control Center Page involves sending Save The Date Notices. When you select an extraction option and click the "View Button" in that section, you will be provided with just those contacts who you designated to receive a Save The Date Notice. BridalTrack is automatically configured to apply the correct criteria to your list to select just the contacts you need at that time.
That is just one way that BridalTrack allows you to apply criteria to your list to extract just the contacts you need when you need them. Another way that you can apply criteria to your list, is manually by using the View List Page. On that page you can apply various criteria (contacts who have given gifts, contacts who are affiliated with the groom, etc.) and see which contacts in your database match. After generating that customized list, you can then export it using one of the various methods that will be discussed later in this guide.
Example of the BridalTrack Control Center, Step 2
Here's how it works: Going back to Step 2 of the Control Center Page, to the right of the blue box you will see a line that reads "Save The Date Notices: " followed by a number. That number represents the total number contacts you have designated to receive a Save The Date Notice. Further, that number acts as a link to the View List Page to show just those contacts. When you click that link, the page should look similar to this:
Example of The BridalTrack View List Page With Criteria Applied
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The top part of the page highlights the criteria that is being applied to your list with the applied criteria highlighted in orange ("All" in a criteria box means that all results will be returned regardless of the value). Just above the "Current Filter Criteria" area is a link that says "Filter Area" that takes you to the input area of the page where you can select new criteria to apply to your database. Once you set the criteria, click the "Generate List" button and the page will reload, show the new current criteria at the top, and list all the contacts in your database that matched.
Example of The BridalTrack View List Page, Set Filter Criteria
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Once you have the list you want to work with showing on the page, you can easily extract it. On the View List Page, just above the "Set Filter Criteria" area is the "Data Extraction Area".
Example of the BridalTrack View List Page, Data Extraction Area
This box is similar in design and function to the one that appears in Step 2 of the Control Center Page. To use it, simply select an extraction format from the drop down box and click the "Export" button. All the data you are viewing will then be provided to you in the format you choose.
For complete instructions on how this page works and how to manually filter your list, please see the instructions for the View List Page. Or, you can just dive in and start applying criteria to see exactly how it works. Since applying criteria to your list does not change your data, you will not accidentally change nor delete any of it. So feel free to familiarize yourself with using the criteria inputs through trial and error.
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