Learn how to use Inbox Filters to refine your inbox view and find specific messages within your Orlo Inbox.
Things to consider✅
- Users will need the 'View Inbox' and 'Reply' permissions enabled in the 'User Permissions' area to access the inbox and add profile tags and notes.
Benefits 🙌
- Easily locate messages that you need to respond to and filter out the noise. This may be for high-priority messages, specific users or messages with a certain sentiment.
In this article:
3. Individual Message Mode Filters
Adding Filters
You can filter both individual messages and conversations within the inbox to pinpoint messages and threads of conversations.
1) Click on the 'Inbox' button on the top dashboard.
2) Click on the 'Add Filter' button on the left-hand side.
3) You have the option to select either conversation mode or individual mode filters.
4) Select the filters that you want to apply ➡️ Click 'Apply Filters'
Creating a Preset Filter
Presets streamline your workflow by saving frequently used inbox filter combinations. Easily activate saved presets to quickly access specific message views. Create multiple presets to suit different purposes.
1) To save a preset filter, once you have applied your filter options, click on the 'Save Preset' button ➡️ Name your preset ➡️ Click 'Create'
To toggle between your preset filters, click on the 'My Preset' button on the left-hand side and click on the preset you want to view.
Preset filters are separate for individual message mode and conversation mode. When you switch between these modes, you will have access to your different presets.
Filtering Options Glossary (Individual Message Mode)
- Account: Filter by specific social accounts and Live Chat Widgets
- Time Period: Any conversations that have received messages after and/or before the date specified
- Inbox Tag: Filter by inbox tags for topics
- Priority Level: Messages that have the specified priority, e.g. filtering by P1 messages
- Sentiment: Messages that have the specified sentiment
- Visibility: Option to show either Private or Public messages
- Language: Messages that are of the specified language
- Ad Comments: Filter by paid and organic comments to separate this for your Facebook and Instagram messages
- Assigned to: Messages that are assigned to the specified person/team
- Actioned by: Messages that have been actioned by the specified person
- Message Status: Option to show only Unread, Unactioned or Actioned messages (or a combination of two)
- Silenced messages: Option to include or only show messages that have been received on a silenced post
- Campaign: Messages received off the back of posts sent out as part of the specified campaign
- Author: Messages received from the person specified
- Keywords: Messages that contain the specified words
Filtering Options Glossary (Conversations Mode)
- Account: Filter by specific social accounts and Live Chat Widgets
- Time Period: Any conversations that have received messages after and/or before the date specified
- Visibility: Option to show either Private or Public messages, rather than both
- Priority Level: Messages that have the specified priority, e.g. filtering by P1 messages
- Conversation Status: Option to show only Unread, Unactioned, Actioned, Resolved or On Hold conversations - or a combination of these
- Assigned to: Conversations that are assigned to the specified person/team
- Silenced Conversation: Option to include or only show conversations that have been received on a Silenced post
- Resolved By: Conversations that have been resolved by a specified person/team
Individual message mode filters are available when you click into the conversation thread in the Inbox