Working with multiple profiles and having hundreds of comments coming in each day can create a lot of chaos in your Engage inbox. To help you sort out the conversations according to your priority and convenience, we have provided a very handy solution. You can filter out conversations and create different views in Engage that can be accessed with a single click.
You can find all the details about filters here.
The views created can be found in the left nav pane of your Engage screen.
In this Article
Before you continue, make sure you have read the following articles,
Creating A View
Statusbrew's Engage inbox allows you to create custom views for better management and navigation.
To create a View,
-
Go to Engage from the Dashboard
(There are two ways to access Engage from Dashboard) - Go to Views and click the + Icon
- Give an appropriate Name to your View
- Choose an appropriate Emoji for your view by clicking on the emoji icon
(When you create a new view, by default, an emoji is chosen. You can change that emoji by clicking on the default emoji and searching for the apt one)
- Now click on + Add filter and choose the required filters
For instance, if you want to track your Ad comments on Instagram, you can create a view and then set the filter to 'conversation type is Instagram Ad Comments'
- Chose the shareability of this view - whether you want to share it with all the users or specific users or user groups
(By default, all views are shared with all)
- Now, click on Save
You'll see this view in the left pane under the Views Section. It'll be visible to the users as per your chosen shareability.
Note:
If you choose the Share with specific Users / User groups option but do not choose any user/user groups from the drop-down, the saved view will be visible to you only.
Managing Views
You can re-arrange your views by clicking and dragging any particular View up or down in the list. In addition to this, you can also Edit or Delete a view.
Editing a View
You can Edit a created View by following these steps -
- Click on Engage from the left pane
- Go to Views
- Hover over the View that you want to edit and click on the Edit icon beside it
- Select the Edit option
- Now you can edit the Name and emoji of the view, add or remove filters or alter the shareability by adding or removing users / user groups
- Now click Save to save the updates
Managing Filters
While editing the views, you can add, remove or edit the filters. You can further specify the usage of the selected filter with the help of primary filters. The actions that can be performed using filters are -
-
You can add more filters
More filters can be added by -
(i) Open the editing window of a view
(ii) Click on +Add filter
(iii) Select the filter
(iv) Click on Apply
Note:
The filters can be combined using the and/or logic. To know more, refer to this article.
-
You can remove a filter by hovering over it and clicking on the cross icon
-
You can also edit an already applied filter.
The filters can be edited by -
i) Click on the filter
ii) Make the necessary changes
For instance:
a) You can either add more profiles from the drop-down or remove the already added profiles by deselecting them from the drop-down menu
b) If you want to clear the section, you can click on the cross icon
iii) Now click on Apply button
Deleting a View
You can Delete a view by following these steps -
- Click on Engage from the left pane
- Go to Views
- Hover over the View that you want to edit and click on the Edit icon beside it
- Click the Delete option
- Now a confirmation dialog box will appear. Click on Delete and your view will be deleted
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