Filters are a large piece of your calendar’s overall taxonomy that enable you to divide and assign events to various categories or types. They are 100% customizable which means you can easily match the expectations of your audience by categorizing events in terms they’re already familiar with.
In this article you’ll find more information about:
- Filter Displays
- Adding Filters
- Assigning Filters to Events, Places, & Groups
- Editing Filters
- Related Articles
BEST PRACTICE: Filters
Filters are displayed on your calendar’s homepage, the “all events” page, the event’s listing & details page, and the results & landing pages for groups and places.
Calendar Homepage & “All Events Page”:
Event Details Page:
Group & Places Results List and Profile Page:
1. In your admin dashboard, navigate to Content > Filters
On the filters page, you will see three filters families available by default: Event Types, Group Types, and Place Types.
Note: These filters families cannot be removed, but if no “filter items” are added then they will not display on your calendar. If you would like to use these filters, but need a different name, please email firstname.lastname@example.org.
- Filter Family = title of the group (Event Type)
- Filter Item = categories under each filter group (includes all parents, children, etc.)
- Parent (filter item) = a filter item that includes other items (“Arts & Culture”)
- Child (filter item) = a filter item that is nested under another item (‘Exhibits”)
2. To add a new filter, click +Add Filter or to add a parent or child item select a filter.
3. If adding a new filter, you will have three application options:
- Events: filter will available for selection on the event create form, displayed on the calendar homepage, “All Events” and event details page.
- Place: filter will be available for selection on a place landing page creation form and displayed on the “Places to Go” and the place landing pages.
- Group: filter will be available for selection on a group landing page create form and displayed on the “Groups” and the group landing pages.
4. Next, select the new or existing filter from the list and you will see two options:
+Add Multiple Items: this option allows you to enter an unlimited amount of filters. You can enter up to two child filters per parent. The first child-level filter is specified with one dash while the second child-level filter is specified with two dashes.
+Add Item: this option allows you to add a single filter at a time. If you do not select a parent filter from the drop down then the filter will become a parent filter.
Moving Filters: Filters can be moved and can be updated (for spelling, etc.). While spelling updates will change everywhere, if you change the parent filter for a child filter it will only update for new events. For example, an event that has “Parent 1″/”Child 1”: If you assign “Child 1” to an event, the event will be given both “Parent 1” and “Child 1”. If you later move “Child 1” to be under “Parent 2”, the event will still have “Parent 1” and “Child 1” so it won’t show up when looking at “Parent 2”. However, when adding new events the child filter will be under and get connected to the new parent. Items (parent/child) cannot be moved from filter group to filter group (event type > department).
Assigning Filters to Events, Places, & Groups
1. In your admin dashboard, navigate to Events, Places, or Groups > +Add or Live
For events, you will see a drop down per filter with its corresponding parent and child items listed in the drop down.
- You can select as many filter items as desired.
- You can select either just the parent, just the child or both.
- For group and place landing pages, you will see one drop down called Place Type or Group Type.
2. Include in Bulk Uploading
- In your admin dashboard, navigate to Events > +Bulk Add Events
While on the +Bulk Add Events page, select Bulk Event CSV
- This will download a spreadsheet with pre-populated headers to match the filters you have entered on your platform, such as Event Type. When entering filters in the spreadsheet the terms must match exactly. If the filter is “Athletics” then you cannot use “Athletic.”
- After you have completed your spreadsheet, export the document as a CSV and upload.
3. Assign a Filter to a Feed
- In your admin dashboard, navigate to Events > Feeds
- Select +Add Feed or an existing feed’s title.
- Under Content Overrides you will see the same drop downs that are available in the event create form. Selecting a filter on this page will assign the filter to all events that come in through the feed during the nightly import.
Some admins worry that removing a filter will unleash chaos. Fear not! Here’s just what will happen when you edit your filter list:
- If you change the name of a filter, this change automatically updates throughout the platform.
- If you remove a filter, any event assigned to a filter that was removed will remain in the system, but lose this assignment (and only this assignment).
- When you remove a child filter, it’s events will remain under the parent filter.