In this article we will review what Demo Filters are available when creating a DemoBoard in Snap.

In the bustling world of B2B sales, finding the right demo quickly can be a game-changer. Snap's advanced filtering options allow you to effortlessly zero in on the most pertinent demos, thereby enhancing buyer engagement and optimizing your sales process. This guide will walk you through the steps to effectively utilize filters in Snap to find the right demo for your needs.

Getting Started with Filters

Filters in Snap are designed to help you narrow down the extensive list of available demos by applying specific criteria. This functionality enables you to customize your search, ensuring that you quickly find the most relevant demos.

Accessing Snap Demo Filters

Follow these steps to access Snap Demo Filters:

1. Login to Snap
2. ‘Create DemoBoard’
3. Click on the filter icon next to the search field

Demo Filters

There are three types of filters:

1. Checkbox → applied when the checkbox is selected
2. Date Range → a date picker allowing users to select a specific date range
3. Multi-select dropdown → users can select multiple values from a predefined list

Checkbox filters

As mentioned these will be activated if the checkbox is selected/enabled. Currently supported filters are:

1. Favorites → filters demo search results by the current user’s Favorite Demos
2. Consensus SNAP Demos → filters demo search results by only demos created within Snap

Date Range Filter

The ‘Demo Creation Date’ filter allow users to select a custom or pre-defined date range. Once applied the demo search results will be filtered by demos created in the selected timeframe.  

Multi-select Dropdown Filters

These filters allow users to select from a list with pre-defined values. Available filters are: 

• Demo Type:
  • Single
  • Standard
  • Advanced
• Demo Language
• Demo Creator → users from current Organization
• Demo Owner → users from current Organization
• Demo Tags → more information how to create and manage Tags can be found HERE (to add a hyperlink to Tags article).

General Functionality

When users log in to Snap initially (before making changes to the filters) all Demo content is loaded. Because of this the ‘Consensus SNAP Demos’ checkbox will be selected by default.

When changes to the filters’ values are being made users must click the ‘Apply’ button for the Demo content to be filtered by the selected criteria. Additionally, users can use multiple filters at once.

Besides the filter page, users can also see if there are any applied filters on the ‘Choose demos to send’ page as shown below.

Note: This applies only for the multi-select dropdown filters.

Persistence

Filters that have been applied using the ‘Apply’ button will be persisted for the ongoing DemoBoard session of the user. This means that if users closes Snap or the browser and then opens Snap once again, their filters’ configurations will be kept.

Filters are going to be reset in the following cases:

• Users close snap or the browser before hitting the ‘Apply’ button.
• Users close the Demo Filters page without hitting the ‘Apply’ button.
• Users manually reset the configurations and ‘Apply’ the changes.
• Users cancel the DemoBoard creation process by either:
  • Activating the ‘Cancel’ button
  • Clicking on the back arrow