This guide explains how to use AND/OR filters in Enrollio to create custom views of your student records. Whether you're looking to segment your dance students for class announcements, event invitations, or parent communications, these filter options help you visualize and manage your dance studio contacts with ease.
Below are the three primary configurations available for contact filtering:
AND ConditionEvery AND condition must be met for each student record in the smart list.• Example: A smart list for students enrolled in a Ballet class must include records that have both a parent email and a parent's phone number.
OR ConditionAt least one OR condition must be met for each student record in the smart list.• Example: A smart list to identify potential trial class participants may include students that have either a parent email, a parent's phone, or who are tagged with a "Trial Class" label.
AND and OR CombinedGroups of AND filters can be used with an OR condition among them for higher customization in filtering your student data.• Example: A smart list might include students that either have both a parent email and a parent's phone number, or who simply have a registered mailing address for class communications.
Note: Some internal operators such as IS, IS NOT, IS EMPTY, IS NOT EMPTY, CONTAINS, DOES NOT CONTAIN, etc., are not available for all filter fields yet.
This filtering functionality in Enrollio is designed to help you quickly segment your dance studio’s contacts—whether for class updates, recital invitations, or parent outreach—and ensure you communicate effectively with the right groups.
Happy dancing and enjoy using Enrollio to keep your studio thriving!