Filters
Filters help you quickly find specific groups of people in your Daisychain account.
How to Use Filters
Navigate to the People section of your Daisychain account.
Press the Filter button.
Choose the category of filter from the options that appear.
Available Filter Categories:
Saved Filters – Access any filters you've saved previously for quick reuse.
ActBlue – Filter people based on whether they are ActBlue donors. You can further narrow by the specific page or form they donated through.
Activity – Filter people based on actions they've taken, like donations, form submissions, event attendance, texting engagement, or automation triggers. Choose from dozens of activity types (e.g., Mobilize event RSVP logged, Link Clicked, CSV Import Processed), then narrow results by a preset or custom time range.
Assigned – Filter by staff member or volunteer assigned to a person.
Campaigns – Filter people based on whether they received a message from a campaign and how they interacted with it. Options include message status (Sent, Delivered, Undelivered, Paused) and engagement outcomes (Clicked, Clicked but did not convert, Converted). You can filter across all campaigns or select specific ones.
Country – Filter by a person's country.
Custom Fields – Filter using values in your account’s custom fields.
CSV Import – Filter by the CSV file someone was added through.
External VAN List – Filter by lists imported from VAN.
Location – Filter by geographic radius from a central point (e.g., zip code or city).
Mobilize Events – Filter people who RSVP’d to any Mobilize event, or to specific events you choose.
Pathway – Filter people based on their progress along a specific pathway. You can target individuals by pathway and stage, or find those not on any pathway at all.
Postal Codes – Filter by specific postal/ZIP codes.
Region / State – Filter by U.S. state or regional designation.
Tags – Filter by tags applied to people in your database.
Combining Filters with AND, OR, and Groups
You're not limited to a single filter — you can combine several to build precise, complex queries.
AND / OR. When you add more than one filter, Daisychain combines them with AND by default, so you narrow down to people who match every condition. Between any two conditions you'll see an operator toggle — click it to switch between AND and OR. Switching to OR widens your results to people who match either condition.
Groups. You can combine conditions into a group that has its own AND/OR operator, then combine that group with other conditions. This lets you build queries like (Tag is "Volunteer" AND Region is Ohio) OR (donated in the last 30 days). Groups can be one level deep.
Is / Is not. Many conditions can be negated. Look for the Is / Is not toggle to match people who don't meet a condition — for example, people who are not tagged "Volunteer," or who did not attend a given event. (A few condition types can't be negated; the toggle simply won't appear for those.)
Saved Filters
After filtering your People list, you you can create a Saved Filter by pressing the "Save Filter" button.
Saved Filters can be easily used again in the future. To do so, just click the "Filter" button, then click "Saved Filters" and select the filter you'd like to use.
Saved Filters can be used used for targeting Message Campaigns.
Notes on Using Filters
You can apply multiple filters at once and control how they combine — see Combining Filters with AND, OR, and Groups above. By default multiple filters are combined with AND (people who match every condition), but you can switch to OR and build grouped queries.
You can remove filters by pressing the X button.
When filtering people by Tags, you can select multiple tags within a single Tags filter and choose "All of the Tags" (an "AND" condition) or "Any of the Tags" (an "OR" condition). This is separate from the AND/OR toggle that combines whole filters together.
To select everyone in a filtered list (in order to take a bulk action) you can select the checkbox in the top-left corner of the list. When you do, you'll select everyone on that page -- which is generally limited to 30 records. If you'd like to select more people, click the link highlighted in the screenshot below:
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