Creating Filter Groups & Filters

After completing all of the initial account setup steps, you will want create filter groups.

Filters are like tags you can apply to your events to assign qualities or groupings to them. You create groups or types of filters ('Filter Groups') and then add different filters to those groups to assign to your events.

Once assigned to your events, those filters determine how your events are displayed internally on your dashboard and externally on your organization’s events website. 

To create filter groups, make sure you're in the admin portal (denoted by the cogs icon).

Then, navigate to FILTERS.

Click ADD FILTER GROUP.

The ADD FILTER GROUP modal will appear. To start, we'll need to name this filter group. My organization has events and classes in cities all over the country. Therefore, my first filter group will be LOCATION. This will allow people who visit my events website to have the option to only display events that are taking place in their preferred location.

After naming your filter group, you should choose a color for this filter group. This is for internal purposes only.

Finally, you have the option to make this a filter group that is functional for people that visit your events website. 

If you uncheck this box, this filter group will not be one of the options that's visible on your events website in this section:

Once you've entered all your specifications for your filter group, click SAVE.

After pressing SAVE, the filter group you created will appear here. Click ADD FILTER.

The ADD FILTER modal will appear. Type the name of the filter in the FILTER NAME textbox. 

If you want this to be an option for people to filter by on your events website, check the box next to MAKE THIS FILTER VISIBLE ON THE PUBLIC EVENTS PAGE? 

Once you've finished making your specifications for this filter, click SAVE.

You will land back on the FILTERS page. You can continue making filter groups and adding filters by clicking the ADD FILTER GROUP / ADD FILTER BUTTONS.

I've taken time to create all my filter groups and filters, and now my FILTERS page looks like this:

If you want to edit a filter group or filter, click the pencil icon in it's row. This will open up the EDIT FILTER modal, where you can update the name and visibility.

If you want to delete a filter group or filter, click the trash can icon in it's row.

Finally, to make your filters live on your events website and functional in your dashboard, check the boxes to the left of each filter. If you want to make all of them live, check the box at the very top of the column.

Once you've completed this step, you can start applying filters to your events.

Thank you! If you have questions about this process, or any other features in SeatRobot, please reach out to support.