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Filtering Course Members

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Bytimothy A
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Overview: 

Filtering course members allows you to narrow down the list of learners based on criteria such as enrollment status, progress, role, or other attributes. This helps you quickly find specific members, monitor performance, and manage course participants more efficiently.

Follow these steps to filter course members:

Step 1: On your Dashboard, navigate to the Courses tab under the Marketing section.
Step 1: On your Dashboard, navigate to the Courses tab under the Marketing section.

Step 2: You will then be navigated to the Courses.

Step 2: You will then be navigated to the Courses.

Step 3: Select a course, then click the Members icon within the course card layout.

Step 3: Select a course, then click the Members icon within the course card layout.

Step 4: You will then be navigated to the selected course Members page.

Step 4: You will then be navigated to the selected course Members page.

Step 5: Click on Filters to proceed.

Step 5: Click on Filters to proceed.

Step 6: The filtering window will appear, allowing you to filter members by date range, status (enabled or disabled), pipeline and stage, assigned user, tags, completed forms, booked appointment types, product purchases, and list membership.

Step 6: The filtering window will appear, allowing you to filter members by date range, status (enabled or disabled), pipeline and stage, assigned user, tags, completed forms, booked appointment types, product purchases, and list membership.

Step 7: As an example, select a user to filter members by assigned user.

Step 7: As an example, select a user to filter members by assigned user.

Step 8: A contact’s filtered count lets you see the total number of filtered contacts even if you haven’t clicked Search. This feature provides real-time visibility on the filters you set up.

Step 8: A contact’s filtered count lets you see the total number of filtered contacts even if you haven’t clicked Search. This feature provides real-time visibility on the filters you set up.

Step 9: Click Search to proceed.

Step 9: Click Search to proceed.

Step 10: You can now view the filtered members that correspond to your filter settings.

Step 10: You can now view the filtered members that correspond to your filter settings.

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