The List Builder is a powerful tool that allows you to filter your Profile List to a subset of profiles that match specific criteria.
Filtering your list of profiles with the List Builder is an important first step before creating a report, sending a bulk message to your participants, or assigning Roles to your team. The Reports, Send Email Message, Send Text Message, and Power Tools features only include the profiles that you filter for in the List Builder.
You can filter for just about anything by adding one or more conditions (specific elements of a filter), including profiles with answers to specific questions asked in your Health Profile. We recommend reviewing all of the conditions to familiarize yourself with the options that are available.
In this article:
Create Lists
When you create a list, it is important to think about which profiles you want to include as well as which ones will be excluded from the list. For instance, the default filter shows you the profiles for all participants with current and upcoming registrations. It will not show you profiles which only include past registrations and no registrations.
To create a list:
- In the List Builder, click the Add Condition button.
- Select the appropriate conditions from the drop-down menu in each box.
Tip: If you want to filter for all participants in a past session or sessions, add the Group Select condition, and be sure to check the Show Past Groups box that appears. You can add as many groups as you want to the third box of the Group Select condition. - Repeat steps 1 and 2 to add as many conditions as you need to narrow your Profile List.
- (Optional) If conditions exist that you want to remove, click the Remove icon (
) next to the condition.
Time Saving Tip! You can click the Restore Defaults button to quickly return to a list of all profiles with current and upcoming registrations.
Default Lists
A set of popular filters are saved as Lists and are available in the Default List drop-down menu at the top of the List Builder page. Custom Lists for filters that you and your organization save and share will also appear here.
Check out our Default Lists within the List Builder video to learn more about the options available within the Default List dropdown menu.
Popular Lists and Filters
- Current Providers: To see a list of current providers, select Providers (current) from the Default Lists drop-down menu.
- Profiles with Incorrect Email Addresses: To see a list of profiles with incorrect email addresses, select the Bounced Emails list from the Default Lists drop-down menu.
- Reviewed and Unreviewed Profiles: To view a list of profiles that have been reviewed or have not been reviewed, add the Review Status condition in the List Builder, and then select the Review Type.
- Complete or Incomplete Health Profiles: To view a list of profiles with complete or incomplete Health Profiles, add the Completion Status, Completion Status (Steps), or Completion Percent condition in the List Builder.
- Tags (e.g. bunks/cabins, grades, teams): To filter by specific tags on a profile, add the Tags condition in the List Builder.
- All Profiles: To see all profiles in your account, click the Remove icon () next to each condition in order to completely remove the filter.
Custom Lists
You can use the filters in the List Builder to create custom lists that you can save and share with other providers at your organization.
In this section:
Save and Share Lists
If you have filters that you use frequently for running reports, sending messages, or using power tools, you can save time by saving these filters as Lists. You can also share your Saved Lists with other providers at your organization. Saved and Shared Lists appear in the Default List drop-down menu.
To save and share a list:
- In the List Builder, click the Add Condition button.
- Select the appropriate conditions from the drop-down menu in each box.
- Repeat steps 1 and 2 to add as many conditions as you need to narrow your list.
- When you have created the filter that you want, click the SAVE LIST button.
- Do one of the following, depending on whether you want to save a new list or overwrite an existing one:
- To save a new list, in the List Name box that appears, type the name of your new list.
- To overwrite an existing list, click the New List box, select Overwrite Existing, and then click the Which list to overwrite? box and select the list that you want to overwrite.
- (Optional) If you want to share the list with other providers in your organization, check the Share this list with other providers box.
- Click the SAVE button.
Delete Lists
When you no longer need a Saved List that you created, you can easily delete this list from the Default List box.
To delete a list:
- In the Default List box, select the list that you want to delete.
- Click the DELETE LIST button.
- Click the DELETE button that appears in order to confirm your decision.
Important: If you delete a list you created that is shared with other providers in your organization, it will be deleted for all providers. You cannot delete a shared list created by another provider.
Condition Types
A reference list of all available List Builder conditions is provided below. Please note that some conditions may not display for your organization as the available conditions depend upon the features your organization uses.
Demographics
| Profile Status | Profiles with as past, current or upcoming registrations. |
| Demographic Change Request | Profiles with outstanding demographic change requests. |
| Duplicate Merge Request | Profiles with outstanding duplicate merge requests. |
| Sex | Profiles listed as male or female. |
| Date of Birth | Profiles with a date of birth before, after, or on the listed date. |
| Age | Profiles with an age before, after, or on the listed age. |
| Profile Picture | Profiles with or without a profile photo. |
Users
| Bounced Emails | Profiles with users that have incorrect or outdated email addresses. |
| Email Address | Profiles associated with a specific user email address. |
| Last Accessed | Profiles with users that last logged in at a listed interval. |
| Users | Profiles with a listed number of users. |
| Text Message Alerts | Profiles with users who have opted in or out of text messaging. |
Registrations
| Group Select | Profiles registered to a specific group. |
| Group Name | Profiles registered to a group that matches a specific name. |
| Group Start | Profiles registered to a group that starts on a specific date. |
| Group Finish | Profiles registered to a group that ends on a specific date. |
| Registration Type | Profiles that have a participant or provider registration. |
| Registration Date | Profiles that were registered to a group on a specific date. |
| Registration Cancellation | Profiles with outstanding cancellation requests. |
| Waitlisted Status | Profiles with or without a waitlisted registration. |
Notes
| Note Priority | Profiles with high, medium, or low priority notes. |
| Note Category | Profiles with notes that belong to a specific category. |
| Note Body | Profiles with notes that contain specific text. |
Health Profile
| Completion Status | Profiles that are complete or incomplete. |
| Completion Status (Steps) | Profiles with specific steps that are complete or incomplete. |
| Completion Percent | Profiles with a specific completion percentage. |
| Date Completed | Profiles that were completed on a specific date. |
| Review Status | Profiles that have or have not been reviewed. |
| Unlock Request | Profiles with outstanding unlock requests. |
Allergies
| Allergies | Profiles that do or do not have food, drug or environmental allergies. |
| Epi-Pen | Profiles that are bringing an Epi-Pen with them. |
| Anaphylaxis Risk | Profiles that have allergies with a risk for anaphylaxis. |
Medications
| Medications | Profiles that have medications. |
| Medications (As Needed) | Profiles that have as needed medications. |
| Taking at Camp/School | Profiles that have medications to be taken while attending. |
| Times Taken | Profiles with medications taken at a specific time of day. |
| Days Taken | Profiles with medications taken on a specific day of the week. |
OTCs
| OTC | Profiles that are or are not authorized to take available over-the-counter medication. |
Tags
| Tag | Profiles that match specific criteria for available tags. |
Financial
| Balance | Profiles with a balance equal to a specific amount. |
| Payment Plans | Profiles that do or do not have a payment plan set. |
| Payment Method | Profiles that do or do not have a payment method on file. |
Coupon
| Coupon Code | Profiles that used a specific coupon code during registration. |
Add-On
| Add-On Name | Profiles that purchased a specific add-on during registration. |
Protection Plan
| Protection Plan | Profiles that have or have not purchased a protection plan. |
Permissions
| Role Name | Profiles assigned a specific Role. |
Attendance
| Check-In Date | Profiles checked in on, before, or after a specific date. |
| Check-Out Date | Profiles checked out on, before, or after a specific date. |
| Trusted Contact Name | Profiles assigned to a specific Trusted Contact Name. |
| Trusted Contact Email Address | Profiles assigned to a specific Trusted Contact Email |
| Trusted Contact | Profiles with or without Trusted Contacts. |
Prescreening
| Submitted Date | Profiles that submitted or did not submit their prescreening submission on a specific date. |
Questions
| Questions | Profiles that match criteria for a specific question asked in their health profile. |