User Guides
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Table in System Configuration
Filter Groups
9 min
table filter groups (licensable) in ameyo 4 6 and above, filters used for lead segmentation can now be grouped into filter groups this feature enables businesses to enhance their lead prioritization strategy during dialing both single and multiple filter groups can be created at the system level by the administrator and at the campaign level by the supervisor filter groups created by the administrator at the system level can be assigned to outbound, parallel predictive dialing, and voice blast campaigns to do this, the administrator must activate the desired filter groups and assign them within the customers tab in the settings of these campaigns filter groups can be created and managed by the administrator in the path system settings → table → filter groups click "select table" drop down menu to select the table definition, in which you want to create, edit, and delete the table filter groups create filter group performs the following steps to create a new filter group select the table definition click "create new" to create a filter group 3 provides the following inputs filter name provide a name of the filter group campaign type select the campaign type from the drop down menu it contains the following options outbound voice campaign parallel predictive voice campaign voice blast campaign the selected campaign will show the filter groups and filters created in that campaign only the filters in "available filters" will be listed as per the selected campaign select the required table filters in "available filters" section and click forward icon to add them in the filter group to remove the table filters from a filter group, select the required table filters in "assigned filters" section and click on backward icon click "save" to create the filter group following screenshot contains the sample values to create a filter group click "save" button to create the filter group alternatively, you can click "cancel" button to not create it the following screenshot shows the created filter gruops view the details of a filter group the left section shows the list of created filter groups the administrator can click downward arrow icon to expand the details when you select a filter group, it shows the further details in the right section of the window enable or disable a filter you can enable or disable a filter group you can click on the toggle switch icon to enable or disable the filter group after enabling, the color of that toggle changes to green modify a filter group by default, the filter group is not selected, you have to select it manually perform the following steps to modify a filter group select a filter group in the left pane click "edit" button on top right corner to edit the filter group it shows the following pop up you can change the following items here filter group name description select the filter groups in "available filters" section and click on forward arrow icon to assign the filter from the filter group to unassign a filter from the filter gruop, select a filter in "assigned filter" section and click on backward arrow icon to unassign the filter from the filter group after making the changes or changing the filter members, click "save" to save the modified filter group delete a filter group a deleted filter group cannot be restored if the filter group is being used in any campaign to filter the leads, then the filtration will not work after deleting the same perform the following steps to delete a filter group select a filter group in the list click "delete" button in the bottom right corner in the right pane it shows the following warning message click "yes" to delete the filter group
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