Create quick filters for giving opportunities

Quick filters enable you to group giving opportunities according to a custom set of criteria and make them visible to users with just one click. 

 

1. Navigate to the Browse Giving Opportunities page

Once you’ve logged in, hover over Make a Donation in the navigation bar, and select Browse Giving Opportunities. You will see a number of giving opportunities on this page. 

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2. Search criteria

From here, you can use the search and filter options to narrow down the giving opportunities that are displayed, based on your criteria. Make sure you specify the location. If you want to get more specific, the Filters section provides additional selections to add.

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3. Select Create Quick Filter

Once your search information is applied, only the opportunities that meet the criteria will appear in the list view. You will also notice a button at the top of your screen to ‘Create Quick Filter’. If selected, you will be creating a quick filter with the search criteria you have just added.

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4. Give your quick filter a name

Give your quick filter a name that will be easy for your people to understand at a glance! You can also choose to feature this quick filter to a group of your people based on what country they are in. Depending on your site configuration, you could have one or many countries to choose from. If location is an important, be sure to check the box to include it when creating the quick filter. Once you have entered all the information, click Save.

 

5. Review

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After submitting, you will see a banner notifying you that the quick filter has been created and you should now see the quick filter selection at the top of the Browse Giving Opportunity Page.If you’d like to view all active quick filters on your site, select the link provided in the Banner. This will take you to the Quick Filters editor on the management side of Spark. From here you’ll be able to: 

  • Change the order in which quick filters are displayed by dragging and dropping, or using the up and down arrows 
  • View a quick filter 
  • Edit the name and country targeting of a quick filter 
  • Clone a quick filter  
  • Delete a quick filter 

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6. Quick filter is live!

To test what your users will see, navigate to either the Make a Donation page or the Browse Giving Opportunities Page from the main dashboard. 

You can now see the quick filter button on both pages and your users can click these buttons to access those opportunities more quickly. 

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