Filters in Swapcard Launchpad are used to define criteria that determine what information is made available to registrants. This functionality applies across the system—Templates, Sub-templates, Prices, Page Builder, Advanced Searches, and more. Proper use of filters ensures the right content is shown to the right users, improving relevance and efficiency.
Filter Logic and Priority
When filters are applied, the system matches the defined criteria to user profiles. Filters with more specific conditions are treated with higher priority and should be ordered at the top of the list. General filters or those without conditions are lower priority and appear at the bottom.
Templates and sub-templates benefit from filters by enabling message targeting. For instance, a confirmation email sent to all registrants might have no filters, while a specialized confirmation for registrants with a balance due would include a “Payment Status: Balance Due” filter. In such cases:
The balance due confirmation is triggered first due to its filter.
Registrants who qualify for that template won’t receive the general one.
The general confirmation template sends only to those who don’t match any specific filters.
Using Filters within Templates and Sub-templates
Filters in templates narrow down recipients. Sub-templates inherit filter logic from parent templates but may contain more specific criteria. This allows reuse of templates with variations, avoiding redundancy.
For example, two templates can be used:
General Confirmation Email – No filters.
Balance Due Confirmation Email – Includes the “Payment Status: Balance Due” filter.
The second template will be prioritized in sending due to its specificity.
Filter Fields overview
Filter fields are dropdown menus used throughout Launchpad. These fields support:
Add a Search Field – Select from available criteria.
Delete – Remove a filter group.
Add/Delete Modifier – Set logical conditions.
Requirement/Modifier/Criteria – Define logic.
Use Any as a logical “OR” and All as a logical “AND” when associating multiple filter criteria.
To create a filter:
Select the Criteria from the "Add a Search Field" dropdown.
Choose a Modifier from the next dropdown.
Enter or select the Requirement value.
Add additional filters using the All/Any logic and repeat steps as needed.
Filters play a critical role in ensuring the right data and communications are shown to the right audience. Whether managing templates, pricing, or page visibility, applying and organizing filters correctly increases precision and improves the user experience.